Manual refresh for Customer Service Insights
The CS Insights dashboard embedded in the core Dynamics applications refreshes every 24 hours. We would like the functionality to be able to manually kick off a refresh of the data.
Default Filter Options
Default Filter Options should be configurable and include Product Business Unit Assigned Team
A newly release feauture will help you address a part of this. Please reveiw this feature Manage bookmarks for reports | Microsoft Learn
Extend time period of cases collected for a workspace
Currently CSI workspaces imports cases created in the last 60 days for AI and BI analysis. Consider extending the time period of imported cases to enable richer scenarios of MoM / YoY / customizable comparison scenarios.
Sincerely,
CS Insights team
Customer want to change design about dashboard displayed using UCI
Now,the dashboard set in “Set as Default” is displayed by default. Customer want to change this design. They hope that Regardless of the setting of “Set as Default”, customers can display the dashboard defined in the sitemap by default.
Regards,
Dynamics CCA BI team
Information on the change in agent status
I would like a field or a table to be added that indicates when the agent's status is changed automatically by the system or when it is the agent themselves who changes it manually.
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Regards,
Dynamics CCA BI team
Obtain information on the call out of working hours
I would like a field to be inserted that indicates when a call received in the CRM ismade by the customer during working hours or outside of working hours. Additionally, for those made outside of working hours, I would like to know if the call was made dur...
Thank you for your submission. We will take this idea into review.
Regards,
Dynamics CCA BI team
Omni channel historical and real-time reports: support date format in UK
It seems that currently the BI dashboard is fetching the locale format based on languages. However, this could cause UK customers to see the same format as the US customers, which cause confusions.
We should support the date format in the UK.
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Regards,
Dynamics CCA BI team
Customer Service historical analytics - Topic clustering for case
In the settings of 'Topic clustering for case' and data mapping there's a possibility to choose between a lot of fields under "Brief summary of the customer issue". Case title is default, and various different fields can be chosen, many of them custom fields.
I would like to use the t...
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Regards,
Dynamics CCA BI team
Please add a sentence about pop-ups to the Power BI parameter update documentation.
We are aware of an event in the Power BI workspace where a parameter update failed due to a popup blocking setting.
It took us a long time to remedy the problem because the public information did not mention that the pop-up blocking settings prevented the updating of parameter values.
Closing this as a duplicate.
Please add a sentence about pop-ups to the Power BI parameter update documentation.
We have confirmed that the popup blocking setting is the cause of an event in which userprincipalname() cannot be retrieved correctly in the PowerBI workspace.
It took us some time to remedy the problem because the...
Thank you for sharing this idea. Can you provide more context to this?
Administrator
Thank you for sharing this idea. We will take it under review.
Regards,
Dynamics CCA BI team