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USD – Multi Entity Search
This morning I made a quick change to my USD interface to include a multi entity search capability, here is how I did it. I already had a search menu that looked like this …. So I could search for...
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USD – Interactive Service Hub URLs
Recently it became possible to access the Interactive Service Hub using a new hosted control type in Unified Service Desk (USD) for Microsoft Dynamics CRM 2016 (Update 1). (Interactive Service Hub...
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USD – Load associated view (As session starts)
If you read my blog I hope you know that I love answering questions about Unified Service Desk (USD) for Microsoft Dynamics CRM. Today I was asked a great question about how to open an associated view...
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USD – Phone Call From Toolbar
On several occasions I have been asked how to create an inbound phone call activity directly from a toolbar button in Unified Service Desk (USD) for Microsoft Dynamics CRM, in this post I will address...
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USD – Email Attachment Question
Hopefully anyone who reads my blog will know I love answering questions about Unified Service Desk (USD) for Microsoft Dynamics CRM. (At least when I know the answers!) One recent question was how to...
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USD – Webpage in a Session
I love answer questions about Unified Service Desk! The question I was asked today was how to load an external web page from a toolbar button. That is fairly simple and typically done with a global...
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USD – Prevent Close Window Dialog
I have been repeatedly asked a question about Unified Service Desk (USD) for Microsoft Dynamics CRM, how do we stop the often annoying “webpage you are viewing is trying to close the window” dialog? In...
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USD – Show Outside (URL)
I do like to answer questions on Unified Service Desk (USD) for Microsoft Dynamics CRM. I recently had someone request I create a blog post on how to show a url outside of USD. (Looks like I am taking...
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USD – Save and Restore a Session
Recently I was asked a question about Unified Service Desk for Microsoft Dynamics 365, the requirement was to be able to save a session. Meaning saving details of all the open tabs, so that someone...
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USD – Enhanced Debugger
With the latest release of Unified Service Desk (USD) for Dynamics 365 we have some cool new features in the debugger in this post I will highlight these new features. I’m going to assume you’re...
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USD – Notifications
USD 2.2 contains a cool new feature to pop-up notification forms, in this blog post I will explain how this new feature works. First of all, what is a notification and when might you use them? Think of...
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USD – Close All Sessions
I recently answered a question someone raised in the Dynamics Community on how to close all the currently open sessions in Unified Service Desk (USD) with one click. This is a very simple change to...
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USD – PING/PONG (CloseSession)
I recently published a quick post to describe how to close all sessions from a single button click in Unified Service Desk (USD). You can view that post here. In this post I will describe a more...
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USD – SetLanguage Action
In Unified Service Desk (USD) we have an action called “SetLanguage” but what does this action do and when might you use it? When someone first pointed this action out I could only find very limited...
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USD – Custom Branding
A new feature with Microsoft’s Unified Service Desk 2.2 is the ability for developers to modify the login and splash screen to apply your own name / branding. In this post I will look at this concept,...
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USD – Translate and DetectLanguage Actions
Unified Service Desk (USD) for Dynamics 365 has two actions which until now I hadn’t used. Translate and DetectLanguage. What are these and what do they do? In this post, I will explain these actions...
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USD – Workon / LookupQueteItem Actions
Unified Service Desk (USD) for Dynamics 365 can be used in my many circumstances. One might be answering service requests from your customers, this will commonly involve agents “working” a queue of...
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USD – Show Buttons Based on Security Role
I was recently asked a question about showing toolbar buttons in Unified Service Desk (USD) for Dynamics 365, the question was “Is it possible to hide / show buttons based on a user’s security role?“....
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USD – Configuration Option
In this post, I will describe “Configurations” in Unified Service Desk (USD) for Dynamics 365 and when you would want to use them. And importantly when not to use them! A configuration in Unified...
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USD – Execute Actions from JavaScript
In a previous post, I explained how we could trigger events from JavaScript when using Unified Service Desk (USD) for Microsoft Dynamics 365. In this post, I will show how a similar approach can be...
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