We only see the "Sample Workspace" and cannot add our Dynamics 365 CE environment as a data source in https://csi.ai.dynamics.com/

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Posted on by ford_sopris

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I am able to go to https://csi.ai.dynamics.com/ and click the "Connect to my Data" (or whatever it is named) blue button on the general screen. I can then choose between ALL of my CE environments. After I choose one, all works great. I can click the icon in the upper right and continue to ADD more workspaces if I want.

My boss only see's the Sample Workspace. When I try to add an additional workspace, she does not have the +Add button. She is demoing this for a potential customer and I would like to figure out why her login shows something different than mine (same tenant and she has access to the CE environments I have access to).

Thanks,

Ford Wilkinson

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Community Member Microsoft Employee on at

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RE: We only see the "Sample Workspace" and cannot add our Dynamics 365 CE environment as a data source in https://csi.ai.dynamics.com/

Hi,

Based on following document, "If you have a Customer Service Enterprise license, you will no longer be able to create new workspaces. Instead, consider migrating to the embedded experience within the core Dynamics 365 Customer Service applications."

Use and manage workspaces to connect to different customer service environments - Dynamics 365 AI | Microsoft Docs

Also, you can refer following thread:

(+) D365 Customer Service Insights Environments - Dynamics 365 Customer Service Forum Community Forum