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My experiences with CRM, USD and Family

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Tag Archives: USD Configurations

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.
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.

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  • Monitor Long-running Power Automate Flows with a Flow. October 5, 2020
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  • Customize USD Toolbar buttons March 5, 2019

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  • Connect to Dynamics CRM WebApi from Console Application
  • Drag/Drop files into CRM to create Attachments.
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  • Execute multiple operations with single service call from Client (CRM WebAPI) using Custom Actions.
  • CRM-Sharepoint integration with Sharepoint REST API using Custom Workflow - C#
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  • User Has Role in Workflow/Plugin
  • Transfer USD Configurations using ConfigurationMigration tool
  • Connect to Dynamics CRM WebApi from Console Application (Without Authentication popup)

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