CRM Ramblings

My experiences with CRM, USD and Family

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Action calls

USD Customize toolbar buttons

Customize USD Toolbar buttons

One of the hidden features of USD is it’s ability to render the XAML as Display text for Tabs & Buttons (There might be some other places, which I haven’t looked yet 😊, Please post on comments if you see any other). The advantage of able to render the XAML is, you can change the…

March 5, 2019 in Action calls, Replacement parameters, Unified Service Desk.
Unsaved content in CRM - Visual representation

Unsaved CRM changes – Visual representation in USD

The other day, when I’m in discussion with the #USDGuru – @ParkhurstNeil; He showed me his interesting approach to use these emoji icons to display on tabs. He mentioned something similar to this over here. That strikes me the thought – why can’t we use this as a Visual representation for Unsaved CRM Tab? And…

February 12, 2018 in Action calls, Dynamics 365, Unified Service Desk.
Timer Display to show active time

Active time in a Tab – Display Timer

POST UPDATE : One of my friends from Microsoft suggested to use Minutes update instead of Seconds as Updating UI via actions for every seconds might cause some performance issues. Henceforth, it is suggested to use this approach only Minute wise update. Please drop a comment incase of any doubts. First of All – Happy…

January 7, 2018 in Action calls, Events, Unified Service Desk.
Clear replacement parameter when field is Cleared

Clear replacement parameter when field is Cleared

One of the issues what I have observed in the last couple of versions of USD is, It’s inability in refreshing the replacement parameters if the field value is removed. For eg: I have removed a phone number and saved the form, you will still see the old value in replacement parameters of your entity.…

November 15, 2017 in Action calls, Events, Unified Service Desk.
Asynchronous CRUD Operations in USD

Asynchronous CRUD operations in USD using CRM V9 updates.

It’s been quite a long time by posting a new blog post, bit occupied with our Jr. all these days 🙂 .. I would like to start with the almost new version of USD 3.0 in my come back blog. There are quite a good amount of features present in the new version and 1…

November 4, 2017 in Action calls, Unified Service Desk, USD 3.0, Webapi.
Session History in USD

Sessions history – Capture Active & Total time of Session in USD

One of the most common business scenario while implementing USD in contact centers is to know the Total time the agent spent in a session and the time actively he/she worked on the session. This can be very good information for all those managers out there to understand the pattern of calls, time taking to…

June 12, 2017 in Action calls, Events, Unified Service Desk, USD 2.2.
Custom Hosted Control in USD

Create Custom USD Control – Part 2 (Replacement parameters in C#)

This is the continuation to my previous post where I have explained how we will install the Visual studio templates for USD, Configuring the control and do a quick test on how the control looks in USD. In this post, I will try to explain how we can get and set the data from Replacement parameters and…

March 1, 2017 in Action calls, Custom Hosted Control, Unified Service Desk.
Customer Validation in USD

Customer Validation in USD using Notification forms

So far I have worked on 3 USD implementations and multiple CCA projects as well. One of the most common requirement for almost all these projects is “Validate/Verify customer”. During an Incoming/out going call the first thing majority of the call centers do is “checking” whether he/she is the right customer. In all the projects…

February 18, 2017 in Action calls, Notification Forms, Unified Service Desk.

Shortcut Keys for Action calls

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…

January 4, 2017 in Action calls, Unified Service Desk, USD 2.2.

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