Category: Unified Service Desk

In USD, you can create toolbars through configuration in Dynamics 365. To configure a toolbar, you go through the following steps: Create a toolbar container. This is a USD hosted control of type “Toolbar Container” which houses the new toolbar. Create a toolbar. This is the actual toolbar itself Create buttons under the toolbar. These buttons can go across the toolbar, be drop down buttons, and a menu tree of … Continue reading Toolbars in USD

In Unified Service Desk, routing rules define what will happen when a user clicks on a link in a hosted control. USD gives a lot of control over what happens, which makes the application powerful in terms of routing. In order to effectively disable all routing unless specified explicitly, we can add a routing rule to USD and click Windows Navigation Rule: Click New: Provide a name and a high … Continue reading USD Default Navigation Rule to Do Nothing for InPlace and Popup

In Unified Service Desk, there is an action called ShowAbout. The purpose of this action is to show the about page, which contains various information about USD and Dynamics 365. Here we will create an action call that will show the about menu when USD loads. Typically, you may want to run the action from an “About” menu option. Create the action below. Note there are no data parameters: Add … Continue reading USD – ShowAbout Action

To create a USD custom hosted control, first create a new Class Library project in Visual Studio: This will create the project: Delete the Class1.cs. Add the packages through NuGet: Now, add a new WPF Form: You will now see: Go to the code view of the control. Add: using Microsoft.Crm.UnifiedServiceDesk.Dynamics; Change the public partial class to use DynamicsBaseHostedControl: Change the control type to be DynamicsBaseHostedControl: Drag a button onto … Continue reading Create a USD Custom Hosted Control with VS 2017 and NuGet

The CopyToClipboard action in USD allows data to be copied to the user’s clipboard. As an example, we will create an event on opening USD to copy the user’s name to the clipboard: We are passing the data parameter of the user’s full name: data=[[$User.fullname]g] append=false Now, when we open USD, if we also open a notepad and paste into it, we can see the user is in the clipboard: … Continue reading USD – CopyToClipboard Action

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 … Continue reading USD – Create a New Session from a Toolbar Button

In USD, there is an action called DisplayMessage. This action displays a message box to the user. For example, if we create an action on DesktopReady to display some text, note we can provide the actual text of message box and the caption: When USD loads, you will see the message:  

Unified Service Desk comes with different kinds of logging. You can see this logging in the UnifiedServiceDesk.exe.config file under switches: You can also implement logging in your custom hosted controls. Here we will go through how to set this up. First, create a new custom hosted control: Open the USDControl.xaml.cs. You will see a template for adding custom logging. We will add some test lines of code to write to … Continue reading Logging a Unified Service Desk Hosted Control with TraceLogger

In Unified Service Desk, custom hosted controls can fire events in USD through code. Here we will look at how to use this functionality. In this example, we will create a custom hosted control that displays information about a case selected in USD. We will then simulate updating the case from our custom hosted control using the FireEvent method in the control to call an event in USD. Create a … Continue reading USD FireEvent in Custom Hosted Controls

In Unified Service Desk, there are several areas where data is stored that helps with the functioning of the application. If we open USD and go to the Debugger, we can see, depending on where we are in the application, different areas such as Context, Global and Session store different replacement parameters. These are useful for different reasons such as: Creating URLs through substituting a string Specifying strings for entity … Continue reading USD – What is the Context, Global and Session