In Unified Service Desk, there are several scenarios you may encounter, especially when integrating with other applications. Here we will look at various ways to deal with different scenarios.
Scenario | Pattern |
You need to integrate USD with a website/web application. You do not have the source code or cannot change the source code. | Create a UII Web Adapter |
You need to integrate USD with an external application. You do not have the source code or cannot change the source code. | Create a UII Adapter |
You need to create from scratch a new Windows or WPF application that is tightly integrated with USD. | Create a UII Application |
You need to guide an agent through a series of questions when a call comes in. | Create an agent script |
You need to create an application hosted in USD of any type. | Create a custom hosted control |
In your custom application that integrates with USD, you need to fire a USD event. | Fire Event in Hosted Controls |
You need to fire a USD event from JavaScript. | Fire USD Event from JavaScript |
Add Save Toolbar Button to a Form in USD | Add a Toolbar button to the form called Save, then either call an action call which calls the USD Save action, or call a Web Resource which runs Xrm Save. The later provides more flexibility, especially around error handling. |
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