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 …
Continue reading Create Custom USD Control – Part 2 (Replacement parameters in C#)
Hello Friends, This is mainly aimed for the beginners of USD "Developers" ( I mean the Coders 🙂 ). In this post I will try to show you all the detailed steps involved (starting from installation of project templates till deployment) and would like to take it up with a scenario. Scenario/Use Case : Agent should …
Continue reading Create a custom USD Hosted Control – Part 1
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 …
Continue reading Customer Validation in USD using Notification forms
I'm sure this post will answer 2 questions. a) How to call Custom actions from WebAPI b) How to reduce the "chatting" b/w client n' server. When it comes to #b, reducing chatting b/w client n' server - Imagine you have a custom web resource from which you are creating/updating multiple records in to CRM, …
Hi Friends, This is the quick post as an extension to my previous post on How to connect to Dynamics CRM Webapi from Console application where I have discussed how to do the app registration in the Azure, Getting the client Id, Generating token and then Connecting to the WebAPI using the generated token. If …
Last night I heard about this requirement from one of my close friends and frankly speaking when I initially heard about it, I though it should be pretty straight forward and we should have good amount of examples out there in the www. But on to my surprise I barely can see very few examples …
Continue reading Connect to Dynamics CRM WebApi from Console Application
One of the key problems/concerns we see after completing development of a USD implementation project is, how do we transfer the configuration data with out any hiccups to the next environment? This risk is a bit high if we are transferring configurations from Test to Live instance where it may not even possible to do …
Continue reading Transfer USD Configurations using ConfigurationMigration tool
What, Why, How on USD, Don’t miss it !!
I was recently asked to write a blog post for a special interest group at CRMUG. In it I provide an overview of Unified Service Desk (or USD for short). USD is a powerful Dynamics 365 tool but one that is often overlooked or misunderstood.
If you are part of CRMUG you can also sign up for a webinar in which you can gain more of a introduction to Unified Service Desk and also see a live demo. Plus there will be a Q&A session afterwards. You can register now on the CRMUG web site. It is on Tuesday 7th Feb 2017, 1pm – 2pm (EST) …. Or 6pm if you are from the UK like me.
You can register here.
Before I dive into USD I’d like to introduce myself …. My name is Neil Parkhurst, my career in IT started back in the 1980s. Since 2008…
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This is a kind of CRMised solution for my post Copy-paste to upload attachments automatically into CRM via USD.One should have USD in play to use that approach. In this post, I would like to explain a solution which I have created to easily upload the files into CRM. Here is a quick glimpse of …
Continue reading Drag/Drop files into CRM to create Attachments.
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
Srikanth Alluri 