In this post, we will look at how to create a new USD session from a button in the toolbar. In USD in Dynamics 365, go to Toolbars:
We will select the Main toolbar:
We can see our existing toolbar buttons. Click to add a new button:
We will create a new session action using CreateSession:
Save the action and add it to the button’s actions:
Start USD. You will see your new button. Click on it, you will launch a new session:
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Hello Carl, In this Session. If i open a contact record. how can i change the session line and show session overview??