Aktivere felter til identificering af kunder

Sæt et felt i Dataverse til kontakt- og kontotabeller ud over standardfelterne og identificer den kunde, der kontakter over talekanalen.

En brugerdefineret kontekstvariabel eller attributter under live chat eller telefonopkaldskontekst kan bruges i fetch XML.

Hvis du f.eks. vil bruge felterne Dataverse i tabellen til at identificere en taleopkalder, skal du udføre de trin, der følger.

I forekomsten Dynamics 365 skal du kontrollere postidentifikationsreglerne for stemmeworkstream'en på følgende måde:

1. Hvis du vil slå op msdyn_recordidentificationrule, skal du køre følgende OData-API.

   https://<_org_uri_>/api/data/v9.0/msdyn_liveworkstreams(<_workstream_id_>)

2. Brug følgende fetch XML til at opdatere felterne.

(" https://pt-dev.crm6.dynamics.com/api/data/v9.2/msdyn_liveworkstreams(bb4c58fe-468b-d5a3-424c-c5a965ceada2)", { method: 'PATCH', body: JSON.stringify({ "msdyn_recordidentificationrule" : “
<RecordIdentificationRuleSet>
	<RecordIdentificationRule>
		<PrimaryEntity LogicalCollectionName=\"accounts\" PrimaryKeyAttribute=\"accountid\" PrimaryNameAttribute=\"name\"/>
		<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" top=\"2\">
			<entity name=\"account\">
				<attribute name=\"accountid\"/>
				<attribute name=\"name\"/>
				<filter type=\"and\">
					<condition attribute=\"statuscode\" operator=\"eq\" value=\"1\"/>
					<condition attribute=\"name\" operator=\"eq\" value=\"${Name}\"/>
					<filter type=\"or\">
						<condition attribute=\"telephone1\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
						<condition attribute=\"telephone2\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
					</filter>
					<condition attribute=\"emailaddress1\" operator=\"eq\" value=\"${Email}\"/>
				</filter>
			</entity>
		</fetch>
		<ContextKey name=\"msdyn_account_msdyn_ocliveworkitem_Customer\" isPreferred=\"false\"/>
	</RecordIdentificationRule>
	<RecordIdentificationRule>
		<PrimaryEntity LogicalCollectionName=\"contacts\" PrimaryKeyAttribute=\"contactid\" PrimaryNameAttribute=\"fullname\"/>
		<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" top=\"2\">
			<entity name=\"contact\">
				<attribute name=\"contactid\"/>
				<attribute name=\"fullname\"/>
				<filter type=\"and\">
					<condition attribute=\"statuscode\" operator=\"eq\" value=\"1\"/>
					<condition attribute=\"fullname\" operator=\"eq\" value=\"${Name}\"/>
					<filter type=\"or\">
						<condition attribute=\"mobilephone\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
						<condition attribute=\"telephone1\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
						<condition attribute=\"telephone2\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
						<condition attribute=\"telephone3\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\"/>
					</filter>
					<condition attribute=\"emailaddress1\" operator=\"eq\" value=\"${Email}\"/>
				</filter>
			</entity>
		</fetch>
		<ContextKey name=\"msdyn_contact_msdyn_ocliveworkitem_Customer\" isPreferred=\"true\"/>
	</RecordIdentificationRule>
	<RecordIdentificationRule>
		<PrimaryEntity LogicalCollectionName=\"incidents\" PrimaryKeyAttribute=\"incidentid\" PrimaryNameAttribute=\"title\"/>
		<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" top=\"2\">
			<entity name=\"incident\">
				<attribute name=\"incidentid\"/>
				<attribute name=\"title\"/>
				<filter type=\"and\">
					<condition attribute=\"ticketnumber\" operator=\"eq\" value=\"${CaseNumber}\"/>
					<condition attribute=\"statuscode\" operator=\"eq\" value=\"1\"/>
					<filter type=\"or\">
						<filter type=\"and\">
							<condition attribute=\"statuscode\" operator=\"eq\" value=\"1\" entityname=\"ac\"/>
							<condition attribute=\"name\" operator=\"eq\" value=\"${Name}\" entityname=\"ac\"/>
							<condition attribute=\"telephone1\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\" entityname=\"ac\"/>
							<condition attribute=\"emailaddress1\" operator=\"eq\" value=\"${Email}\" entityname=\"ac\"/>
						</filter>
						<filter type=\"and\">
							<condition attribute=\"statuscode\" operator=\"eq\" value=\"1\" entityname=\"co\"/>
							<condition attribute=\"fullname\" operator=\"eq\" value=\"${Name}\" entityname=\"co\"/>
							<condition attribute=\"mobilephone\" operator=\"eq\" source=\"msdyn_msdyn_ocliveworkitem_msdyn_ocphonecallengagementctx_liveworkitemid\" value=\"${msdyn_fromphone}\" entityname=\"co\"/>
							<condition attribute=\"emailaddress1\" operator=\"eq\" value=\"${Email}\" entityname=\"co\"/>
						</filter>
					</filter>
				</filter>
			</filter>
			<link-entity name=\"account\" from=\"accountid\" to=\"customerid\" link-type=\"outer\" alias=\"ac\"/>
			<link-entity name=\"contact\" from=\"contactid\" to=\"customerid\" link-type=\"outer\" alias=\"co\"/>
		</entity>
	</fetch>
	<ContextKey name=\"msdyn_incident_msdyn_ocliveworkitem\"/>
</RecordIdentificationRule></RecordIdentificationRuleSet> 
“}), headers: { 'Content-type': 'application/json; charset=UTF-8' } }) .then() 

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