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CRM2016 – URLs
When I use Unified Service Desk with Microsoft Dynamics CRM 2016 it is quite common to need to construct a url to access a specific CRM form, view or dashboard, so in this post I thought I would...
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USD – CTI Generic Listener
Unified Service Desk for Microsoft Dynamics CRM includes the ability to integrate with phone systems via CTI. In this post I will try to explain some of the basic concepts behind CTI and how to...
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USD – Window Navigation Rule to Prevent Navigation
This is a quick post about Unified Service Desk but hopefully it contains a tip which is quite useful …… Within my user interface I have gone to great lengths to define window navigation rules for all...
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USD – Standard Audit
Unified Service Desk for Microsoft Dynamics CRM contains an audit feature which is supposed to help organizations analyze agent productivity. Although I suspect the standard audit has more uses when...
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USD – Floating Panels
Within Unified Service Desk for Microsoft Dynamics CRM you may wish to have tabs that “float out” of the USD interface. This can be very useful when working on multiple monitors. For example, you might...
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USD – Change Logo
Unified Service Desk for Microsoft Dynamics CRM has a logo in the top right hand corner of the screen, in this post I will demonstrate how to change this image. This change will involve creating a...
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USD – Spilt Panels
Unified Service Desk for Microsoft Dynamics CRM gives the ability to split panels, useful if you want to create a preview style interface. Maybe with a list of activities on the left and the activity...
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USD – Create phone call (NEW_CRM_Page)
I was recently asked a question regarding Unified Service Desk for Microsoft Dynamics CRM, the question was about how to correctly set the “To” field on a phone call. (Keeping in mind that the “To”...
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USD – Notes (Video)
Recently I have been asked several questions about using notes within Unified Service Desk for Microsoft Dynamics CRM, I have previously created a blog post on this, which you can find here. This time...
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USD – SetVisualProperty Action
In this post I will look at the capabilities of the SetVisualProperty action within Unified Service Desk for Microsoft Dynamics CRM. The science bit, according to the “manual” …. “Set the visual...
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USD – Multiple Pages
Unified Service Desk for Microsoft Dynamics CRM contains a neat feature to allow you to easily display multiple pages in one tab. The can be really useful if, for example, you wanted to allow a user to...
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USD – ScanForDataParameters (AND ExecuteOnTimeOut)
I recently explained how to use display multiple pages in a single tab in USD. Doing so is a neat and easy feature but depending on your solution you may now encounter a new challenge. From time to...
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USD – DoRoute
In this post about Unified Service Desk for Microsoft Dynamics CRM I am going to talk about the “DoRoute” action. The primary use of “DoRoute” is for debugging, so I will demonstrate this action being...
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USD – ExecuteOnExpressionTrue
In the post about Unified Service Desk for Microsoft Dynamics CRM I am going to give an example of how to use the ExecuteOnExpressionTrue action. This example could be done by calling...
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USD – DisplayMessage
This is a quick post about a very simple yet useful action in Unified Service Desk for Microsoft Dynamics CRM. DisplayMessage. As the name suggests DisplayMessage is used to give pop-up messages. A...
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USD – ExecuteOnDataAvailable
In this post I would like to look at a feature of Unified Service Desk for Microsoft Dynamics CRM that you might not have used before, ExecuteOnDataAvailable. ExecuteOnDataAvailable – Delays the...
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USD – RealignWindow
In this post about Unified Service Desk for Microsoft Dynamics CRM I am going to describe the RealignWindow action. The RealignWindow action lets you decide the position of floating panels, including...
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USD – Update Owner
I recently answered a question about how to update the owner of a record in Unified Service Desk for Microsoft Dynamics CRM. I thought the question was really good so decided to do a quick blog post...
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USD – Knowledge Base Search
Microsoft Dynamics CRM 2016 contains a new type of knowledge base article that provides functionality similar to Parature style knowledge base articles. You may wish to use these articles within...
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USD – Show Case Resolutions
I always like answering questions! (When I know the answer that is!!!) Especially when those questions relate to Unified Service Desk for Microsoft Dynamics CRM. I was recently asked to explain what...
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