Unified Service Desk

Welcome to my Unified Service Desk eBook. This book will continue to grow over time as I post articles – please check back for updates.

Contents

  1. Installation
    1. Installing USD
    2. Installing UII
    3. Upgrading USD
  2. Setup
    1. Setting up USD
    2. USD Client
  3. Concepts
    1. Sessions
      1. Session New
    2. Global Manager
    3. Global Manager Actions and Events
  4. Configuration
    1. Submenus
    2. Adding a CRM dashboard
    3. Session Lines
    4. Agent Scripts
    5. Window Navigation Rules
  5. Development
    1. USD SDK
    2. Visual Studio – UII and XRM Tooling NuGet
    3. Creating and debugging a Custom Hosted Control
    4. Custom Actions in USD
    5. USD Website Integration
    6. Open CRM Record in USD
    7. Open an Entity from Search
    8. CRM Page Call Actions from Debugger
    9. Integrate with Google Search
    10. Using Create Entity Action Call
    11. Windows Forms Hosted Controls
    12. Replacement Keys
  6. Deployment
    1. Deploying customizations
  7. Security
    1. User Security
  8. Performance
    1. Caching
  9.  Troubleshooting
    1. Introduction
    2. Logging
  10. Appendix
    1. Resources
    2. Versions