Category: Unified Service Desk

The CRM Page hosted control is a type of hosted control in USD. The control contains several predefined UII actions. Here we will go through using the control and using some of these UII actions. Let’s take a look at the Account hosted control in our application. This control is invoked when an account is selected from the Search control.  USD knows the selection is an account and uses windows routing rules to determine … Continue reading CRM Page Call Actions from Debugger

In Unified Service Desk, one of the actions associated with a hosted control is the Close action. This action is useful if you would like to close a hosted control that has been loaded. For example, in the case below, we have a custom hosted control that displays dashboard in a tab: To close this, we can run the Close action. We can do this from the Debugger, or anywhere … Continue reading Unified Service Desk – Close Action

To uninstall the Unified Service Desk client, go through the following steps: Browse out to Programs and Features: Find Unified Service Desk Setup Support Files: Click Uninstall. You will see below, click Uninstall again: Click Yes: USD client is now uninstalled. Browse out to the folder in Windows where USD was originally installed, usually: C:\Program Files\Microsoft Dynamics CRM USD\USD C:\Program Files (x86)\Microsoft Dynamics CRM USD If this directory still exists, … Continue reading Uninstalling the USD Client

In Unified Service Desk, there is the concept of sessions. When a user logs into USD, they are in a global session. The user can then, say, click on a record for a customer or a case and it will open it’s own session. Let’s follow our previous example to see how this is done. From the USD dashboard, click to open a case: The case opens in its own session, as … Continue reading Unified Service Desk Sessions

There will be cases where you need to deploy USD from one environment to another, e.g. when you are moving customizations from your development environment to your production environment (or environments in between!). We will go through the steps to do this. Firstly, we will need the Configuration Migration tool, which is located in the CRM SDK. If you do not have the CRM SDK installed, you can download it here. In … Continue reading Unified Service Desk Customization Deployments Across Organizations

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.  

Adding a submenu to a USD hosted control is simple. To do this, first create a menu. Go to the USD configuration and go to Toolbars. Create a new toolbar and save to unlock the Buttons: Add a new button and name it Save. Add a new Action and name it Test Hosted Control Save. The Action here on the Test Hosted Control will be Save. We now have: A toolbar with … Continue reading Adding a Submenu to a USD Hosted Control

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

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

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: