Recognize Your Customers with Face Recognition, Cloud AI, and Dynamics 365

Artificial Intelligence has been influencing how we live for some time. And now more than ever, the tech giants have been competing to win businesses and developers with their AI services. Microsoft is one of these, and through it’s Azure cloud it has been democratizing the power of various AI capabilities for businesses and developers to take advantage of. In previous posts I have blogged about using voice recognition technology … Continue reading Recognize Your Customers with Face Recognition, Cloud AI, and Dynamics 365

Unified Service Desk and TLS 1.2

As discussed in a previous post, Dynamics 365 version 9 uses TLS 1.2 as its security protocol. This is enabled by default in the Microsoft .NET Framework 4.6+, and it is supported and optional in .NET 4.5+. The Unified Service Desk client application uses the following .NET versions: Unified Service Desk 3.1 or higher version – Microsoft .NET Framework 4.6.2 Unified Service Desk 3.0 version – Microsoft .NET Framework 4.5.2 … Continue reading Unified Service Desk and TLS 1.2

Migrate USD from Web Client to Unified Interface with Migration Assistant

In Unified Service Desk, there is a new tool that allows you to migrate your USD configuration from the Dynamics 365 Web Client to the new Unified Interface. In this post we will go through a migration, using the “Web Client – Unified Interface Migration Assistant” tool. In our USD environment we see the following solutions. We are running USD 4.0: With hosted controls using CRM Page and KB Control: … Continue reading Migrate USD from Web Client to Unified Interface with Migration Assistant

Unified Service Desk – Unified Interface Page vs CRM Page

Below is a comparison of the pre-defined actions and events installed when a new hosted control is created. CRM Page UII Actions AssociatedView Close CloseActive CloseAndPrompt default DisableToolbarButton EnableToolbarButton Find FireEvent GetSelectedCount GetSelectedIds GoBack GoForward GoHome LoadArea lookupinfo MoveToPanel Navigate New_CRM_Page Open_CRM_Page Popup RealignWindow Refresh ReRoute RunScript RunXrmCommand Save SaveAll SaveAndClose ScanForDataParameters SetSize SetUserCanClose ToggleNavigation ToggleRibbon WaitForComplete WaitForData Events ActiveClosed BrowserDocumentComplete PageLoadComplete PopupRouted RefreshRequested Saved Unified Interface Page UII Actions … Continue reading Unified Service Desk – Unified Interface Page vs CRM Page

Installing Unified Service Desk 4.0 Server and Client

In this post we will install Unified Service Desk 4.0 client and server. This is for a new installation in Dynamics 365. Go to: https://www.microsoft.com/en-us/download/details.aspx?id=57273 Click Download: Select the PackageDeployer, which will install the new USD solutions in Dynamics 365, and the client version you require – x86 or x64: Run the Package Deployer: Click Continue: Select location for extracting files: Click Continue: Enter your Dynamics 365 credentials and click Login: … Continue reading Installing Unified Service Desk 4.0 Server and Client

USD – Accessing Context Parameters in Custom Hosted Control

In this post we will look at how to access context parameters in a custom hosted control in C#. Create a new project in Visual Studio: You will see: Update the references using NuGet: Compile, and deploy by copying the assembly to your USD client folder: Now create a new Hosted Control in D365: Fill out the fields: Now start USD. Open the debugger, you will see the parameters under … Continue reading USD – Accessing Context Parameters in Custom Hosted Control

Unified Service Desk – Recover Crashed IE Pages

In Unified Service Desk 3.2 onwards, there is a feature that allows for the recovery of crashed IE pages. The USD team has been making great strides over USD web page stability, as the product becomes more powerful with more and more features added. The scenario here, is an agent is using USD and one of the pages they are on freezes. This can happen if a script on a … Continue reading Unified Service Desk – Recover Crashed IE Pages

Unified Service Desk – Activity Reminders

USD contains a hosted control for Activity Reminders. On opening USD, you will see a reminder icon. Clicking the icon will display the Activity Reminder hosted control: This will display activities where the state code is open or scheduled on or before today’s date for this user: The FetchXML is something like:

Unified Service Desk 3.3 – Using Unified Interface

In a previous post, we installed the Unified Service Desk Unified Interface solution. In this post, we will show how to use it. If we sign in to USD after installing the solution, we will see something like below – this is not using the Unified Interface: To activate the Unified Interface in Unified Service Desk, first browse out to where USD is installed, e.g. C:\Program Files\Microsoft Dynamics CRM USD\USD, and … Continue reading Unified Service Desk 3.3 – Using Unified Interface

Unified Service Desk 3.3 – Installing Unified Interface

With the release of USD 3.3 comes a new hosted control type, Unified Interface Page. This type of control is designed to support the Unified Client Interface, or Unified Interface, that can be built once to use “anywhere”. To install the USD UI solution, first go to the Microsoft download site: https://www.microsoft.com/en-us/download/details.aspx?id=56841 Click Download: Select the PackageDeployer file and the 32 or 64 bit client for USD you will use: Next, … Continue reading Unified Service Desk 3.3 – Installing Unified Interface