USD – Create a New Session from a Toolbar Button

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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 see your new button. Click on it, you will launch a new session:


Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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One Response to USD – Create a New Session from a Toolbar Button

  1. Hello Carl, In this Session. If i open a contact record. how can i change the session line and show session overview??

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