Installing Dynamics CRM User Interface Integration (UII)

To install, go to the Dynamics CRM SDK download link at Microsoft: https://www.microsoft.com/en-us/download/details.aspx?id=50032   Select the UII download link: Launch the installer: Extract to a folder. Note the USD Develope Guide.chm: And UII Developer Guide: And UII Deployment Guide: Under the folder UII\USD Developer Assets\USD Configuration Tool Schema you will find the USDDefaultSchema.xml.  

Custom Actions in Unified Service Desk

In my previous post I discussed created custom hosted controls in USD. Now I will discuss creating custom actions for those controls. When the USD custom code runs, it calls the DoAction procedure. Within the args passed is an Action property: As can be seen from the sample code, we can check for which action is called from USD and write code accordingly: The action needs to be set up in … Continue reading Custom Actions in Unified Service Desk

Creating and Debugging a Unified Service Desk Custom Hosted Control

USD has the flexibility to create custom hosted controls. Here are the steps to do this. Download and install the Unified Service Desk templates for Visual Studio from the Microsoft website here: https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMSDKTemplates Open Visual Studio. Create a new project, and under the CRM SDK Templates, select Unified Service Desk. Select UII WPF Hosted Control: This will create a project in Visual Studio like below: Expand the references. Note there are … Continue reading Creating and Debugging a Unified Service Desk Custom Hosted Control

Unified Service Desk Client

When USD is installed, by default it installs the client in the location: C:\Program Files\Microsoft Dynamics CRM USD\USD Here you will see the executable file to launch USD – UnifiedServiceDesk.exe: Opening the UnifiedServiceDesk.exe, you will firstly see the USD version screen: Followed by the login screen:  

Unified Service Desk – The Global Manager

Global Manager is a hosted control that is core to USD. When USD is started, the global manager reads all the configuration settings required to run USD. There are some events that run with Global Manager: DesktopReady SessionActivated SessionClosed SessionDeactivated SessionNew The DesktopReady event runs when USD is opened, and it runs only one time. As such, it is common to put code here to initialize the application. In CRM under USD->Events, … Continue reading Unified Service Desk – The Global Manager

Dynamics CRM Unified Service Desk Setup

Once USD has been installed (see my earlier post) the next step is to configure it. In Dynamics CRM, you can access the USD setup in Settings->Unified Service Desk: Clicking on Hosted Controls, you can see a list of the out of the box hosted controls: Let’s create a new hosted control. The control will show the start page of Dynamics CRM. Click “New” to create a new hosted control. Give … Continue reading Dynamics CRM Unified Service Desk Setup

Dynamics CRM Unified Service Desk Install

The following are steps to install the Unified Service Desk (USD). Go to the Microsoft website to download the USD files: https://www.microsoft.com/en-us/download/details.aspx?id=50355 Select files to download. I will download the 64 bit version. Note the USD version is contained in the file names, in this case 2.2.0.755: Run the package deployer. This will deploy USD to your Dynamics 365 server environment: Click continue: This will bring up the package deployer screen. … Continue reading Dynamics CRM Unified Service Desk Install

Unified Service Desk (USD) SDK

For Dynamics 365 Unified Service Desk, there is no specific Software Development Kit. There are however 2 components that essentially make up the SDK: UII SDK USD Developer Guide online The UII SDK contains several USD documents and code, including the USD Developer Guide: And sample USD controls: Plus USD Developer Assets:  

Introduction to Troubleshooting USD

There are several issues that could occur when using USD. Here is an overview of how to deal with issues. Turn on logging. From here, you will be able to see verbose messages to determine where the error occurs. You can also write to the USD log files with TraceLogger. Debug. Use the USD debugger to view the error message. From here you will be able to run USD commands through … Continue reading Introduction to Troubleshooting USD