Category: Unified Service Desk

In a previous post we looked at setting the default zoom level of Chrome Process pages for all users in an organization. However, we may want individual users to control the zoom level of pages themselves. To do this, go to the location your USD is installed (E.g. C:\Program Files\Microsoft Dynamics CRM USD\USD) and open the UnifiedServiceDesk.exe.config file in notepad: Find the AppSettings section: We’re going to add a new entry in … Continue reading Setting Default Zoom Level for Chrome Process Pages Per User in USD

In Unified Service Desk, we can create a new entity using the New_CRM_Page action call. When we run this command, we can default fields on the new record. Setting these fields is pretty simple. Let’s look at how to set lookups and option sets fields. Let’s say we want to create an Account record and set the Relationship Type option set and the Product Price List lookup fields: Relationship Type: … Continue reading Setting Lookup and Option Set Fields in USD Forms Using New_CRM_Page

In Unified Service Desk, we can add images to buttons to help with the user experience. Let’s add buttons to the toolbars in the main USD app and in the session, on the Search button and Associated Contact button: First, let’s use icons that are available in the system. In Customizations, let’s use the msdyn_DetectAll_16 and msdynEntityNumeric icons, which we can see are uploaded as PNG images: Next, navigate to … Continue reading How to Use Images in USD Toolbar Buttons

I recently went through an upgrade of Dynamics 365 and Unified Service Desk that consisted of the following: Upgrading Dynamics 365 Web Client to Unified Interface Upgrading Unified Service Desk 4.0 to 4.1 Changing Unified Service Desk Hosted Controls from IE Process to Chrome Process There were several moving parts to the upgrade. In this post, I will talk through some of the tasks and challenges from a USD perspective. … Continue reading Lessons Learned Upgrading to USD 4.1, IE Process to Chrome Process and Web Client to Unified Interface

In USD, we have the option to set the default zoom level for all users in an organization. To do this, in the USD Administrator App, go to Options and New: Create a new option called DefaultZoomLevel like below. In : Let’s say we set this to 3, like above. This will set the zoom to 3 times. So my environment is pretty zoomed in here: And that is for all … Continue reading Default Zoom Level for Chrome Process in Unified Service Desk

In USD, we can set the Maximum Number of Sessions by using maxNumberOfSessions. To do this, go to the USD App and click on Options. Create an option called maxNumberOfSessions. Let’s set ours to 1: Once configured, USD will prevent users from starting new sessions when the maximum is reached. For example, if we have 1 session already running and the maximum is 1, when trying to start a second session, … Continue reading Configuring Max Number of Sessions in Unified Service Desk

In this post, we will look at how to call JavaScript functions from Unified Service Desk running the Dynamics 365 Unified Client Interface. Let’s go through this. In my setup, the page I will run the JavaScript from is the Account page, which is set up in USD as a type Unified Interface Page running Chrome Process hosting type: First, let’s create a web resource. I have a solution called … Continue reading Calling JavaScript Functions in Unified Service Desk running Unified Interface Pages

In Unified Service Desk, we may like to hide the Dynamics 365 navigation bar and/or command bar. Let’s look at how to do this. We will do this with Unified Interface pages. First, we can hide the Command bar and Navigation bar in Dynamics 365 through a URL (see link). In USD, we could do something similar, or we could use the built-in functionality to do this. Let’s say when … Continue reading Hiding the Navigation Bar and Command Bar in Unified Service Desk

The recent release of Unified Service Desk 4.1 brings support for Chrome and Edge processes, which should bring performance enhancements over previous releases of USD which were limited to IE processes. To upgrade to USD 4.1, see here. In this post, we will look at how to use Chrome and Edge with USD. Note Edge support is still in preview. Go to USD settings in Dynamics 365 and open a … Continue reading Using Chrome and Edge in Unified Service Desk 4.1

In this post we will install Unified Service Desk 4.1 as an upgrade from USD 4.0. First, download Unified Service Desk 4.1 here: https://www.microsoft.com/en-us/download/details.aspx?id=58204 Select the files to download. We will download the USD 4.1 Server (PackageDeployer) and the USD 4.1 Client for 64-bit systems: First the Server upgrade. Open the file Dynamics365-USD-4.1.1.1246-PackageDeployer.exe: Click Continue: Choose an extract location. Click Continue: Log in to Dynamics 365: Select Unified Service Desk – … Continue reading Upgrading to Unified Service Desk 4.1