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The Record identification rule is configured as Fetch XML in the column "msdyn_recordidentificationrule" in table "Workstream" (msdyn_liveworkstream). As a key user, I want to configure this rule for my workstreams as part of the Customer Service Workspace Admin application.


Note:

this rule needs to be updated in case you like to concider a second phone number to identfy your inbound calls.

Users or key users can't manage the configuration of record identification rules themselves, a user interface could solve this problem.


STATUS DETAILS
New
Ideas Administrator

Tracking brief with ADO item: RI improvements - CCA feature brief.docx