Have you ever wondered how many clicks you have to do to take a screenshot and upload as an attachment in CRM Notes? It would definitely be a minimum of 8 to 10 clicks to complete the full process. What if, if there is a way to do it with almost 0 clicks? Yes, In …
Continue reading Copy-paste to upload attachments automatically into CRM via USD
Before coming in to the subjected topic first let me talk about some scenarios (some close to real world scenarios) Occasionally My agents have to Search for a post code and find the location, What would you suggest ? Based on customer voice, my agents have to send an Escalation mail to take up the …
I would say, This post is an extension to Neil’s USD – Notifications post (link). I want to use it with one another kind-of real world scenario. Let’s say being a Call center Manager, you want to display an important message – “XYZ application processing has been stopped for today, Please make sure you are …
One who have got some exposure on USD, would have definitely observed the big “Condition” box in Action Calls & Window navigation rules (and may be any other entities as well which I haven’t observed so far) where we can mention condition expression which will be evaluated at the run time. Based on the result …
Continue reading Javascript in “Conditions” of Action calls & WNR
Recently was trying to answer a community query where the user needs to open a standard LOB Application by passing some parameters from the Contact tab. Yes, that's a pretty standard requirement in many of the USD projects and majority of the times the Admins/dev teams simply tries to configure it with an action call …
One of the problems I faced in previous projects is, An agent is able to open the same case multiple times in the same session (wantedly/unwantedly), at later stages it creates lot of confusion. Recently I found couple of questions on MSDN forums as well on the same point, which made me to spend some …
It's been pretty long since I touched my blog. It's all the new role I took up and crazy work life. Anyways, with the inspiration stolen from Mr. Parkhurst the MVP, the USD "geek" - I will try to be in touch with my readers as much as possible through my posts and comments. One …
Continue reading Stop session close incase of Unsaved changes in the entity record.
It's been quite a while by looking into this simple .NET feature which helps a lot in finding out issues in Live applications. The other day we struggled in implementing Trace functionality for our ongoing application and surprisingly we were unable to find significant/straightforward help. Thought it would be good if I can draft it …
I would say, Scriptlets are one of the coolest implementations in USD. It's unfortunate that it didn’t get much focus in the help documentation or in walkthroughs of MSDN.Here is how I have used this feature in one of our USD Implementations. One of the business requirements for us is "Users who have specific security …
Continue reading Unified Service Desk – My Experiences – Part 2 :: Scriptlets on Rescue.
Source code is available over here
Srikanth Alluri 