• UI to manage record identification rule configuration (Voice Channel)


    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.