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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Customer Service Workspace Inbox showing no data

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Posted on by 8
HI anyone able to assist wrt the Inbox where it is not showing data for some agents but is for others. I have a custom experience profile with the Inbox enabled for Closed work items, My work items and Open work items. The profile is assigned to specific security roles. Cannot work out why some users do see Inbox items but others they get a message Inbox configuration error. 
Any assistance would be greatly appreciated
I have the same question (1)
  • Suggested answer
    DAnny3211 Profile Picture
    11,423 Super User 2026 Season 1 on at

    Hi there,

    This issue with the Customer Service Workspace Inbox not showing data for some agents is often related to security role configuration or experience profile assignments.

    Here are a few things to check:

    1. Security Role Permissions

    Ensure that the users who are experiencing the issue have the correct security roles assigned. The roles must include access to:

    • Customer Service Workspace
    • Work items and queues
    • Inbox configuration entities

    Sometimes, custom roles may lack specific privileges required to load the Inbox properly.

    2. Experience Profile Assignment

    Double-check that the custom experience profile is correctly assigned to the affected users. Even if the profile is enabled for certain roles, the users must be mapped to those roles explicitly.

    3. Inbox Configuration

    The error message “Inbox configuration error” usually means the system cannot resolve the configuration for that user. Try:

    • Reassigning the experience profile.
    • Clearing browser cache or trying a different browser.
    • Validating that the user has access to the underlying queues and work items.

    4. Audit Logs or Diagnostics

    Use the Power Platform Admin Center or Customer Service diagnostics to check for any backend errors or permission denials.


    Let me know if you'd like help reviewing role permissions or setting up a test user.

    If this answer was helpful, please consider marking it as accepted.
    Best regards,
    Daniele

  • BH-07081033-0 Profile Picture
    8 on at
    Thanks Danny this is very helpful information. Im going to double check based on your feedback and ill let you know
  • BH-07081033-0 Profile Picture
    8 on at
    HI Danny one thing thats worrying is this point "

    2. Experience Profile Assignment

    Double-check that the custom experience profile is correctly assigned to the affected users. Even if the profile is enabled for certain roles, the users must be mapped to those roles explicitly."

    Why would this be required it would then defeat the purpose of assigning the role to the profile?

     

     
  • Suggested answer
    KristineRisberg Profile Picture
    38 on at
    Security role privileges for Contact Center (Omnichannel security roles) aren't inherited by the user if the role is assigned to a Dynamics Owning Team, in which the user is a member. Omnichannel roles need to be assigned directly to user in order for the user to benefit from its privileges, including applicable experience profile. I would check that as a first. 

    Secondly, also check that the affected users aren't explicitly already members of one of the standard/default experience profiles. 

    Thirdly, confirm that the affected users can see Closed work items, My work items, and Open work items in the system dashboard "Omnichannel representative dashboard". 

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