Category: Unified Service Desk

In this post, we will create a USD Custom Hosted Control using Visual Studio 2019. This control will be used to receive Actions from USD, and can then be used to do things when the action is involved. There is no UI for this control, consider it is a “lite” control. We will run this on USD 4.1. First, open Visual Studio and create a new Class Library of .NET … Continue reading USD Custom Hosted Control with Visual Studio 2019

In this post, we will look at some things to note when getting parameters from Windows Navigation Rules in Unified Service Desk (USD). When running an Entity Search in a Windows Navigation Rule, we can use the Id of the record in the entity search using [[id]]. That will then give us everything we need regarding the record. When we get into the Actions behind a Windows Navigation rule, we … Continue reading Tips for Getting Parameters from Windows Navigation Rules in USD

Let’s look at a scenario where, in USD, we have an entity called Entity A, that has a one to many relationship with an entity called Entity B. Entity A has a subgrid on a form to Entity B. In USD, when a user clicks on the subgrid to create a new Entity B, it should open a new tab for Entity B so a user can enter that information … Continue reading Pattern to Open a Subgrid Record in a New Tab in USD

In Unified Service Desk, we can use Toolbar buttons to perform actions in the application. For example here we have toolbar buttons in the main application: Now let’s say we want to hide and show these buttons based on certain values. For example, if the user is based in the US, and the Maps application is loaded, we may want to show a button that allows us to open a … Continue reading USD Toolbar Button Visibility and Replacement Parameter Logic

In this post we will look at how to create and add a USD Debugger to a USD installation. We will add it to the USD toolbar, on the top right: The steps we will perform: Create a Debugger hosted control. Find where the toolbar will sit in the XAML panel layout. Create a toolbar container for this panel. Create a toolbar for this toolbar container. Add the toolbar button. Add … Continue reading Create and Add Debugger to the Menu in Unified Service Desk

When starting Unified Service Desk, you may come across the error: Creating an instance of the COM component with CLSID {0002DF01-0000-0000-C000-000000000046} from the IClassFactory failed due to the following error: 800704a6 One way to resolve the problem is to restart the machine, however there is a much simpler option. Open Windows Task Manager and find the running Internet Explorer processes – iexplore.exe – and end all of these processes: Now start … Continue reading Error Creating an Instance with CLSID IClassFactory Shutdown Error in USD

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

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

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