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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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Must reads

  • Customize USD Toolbar buttons March 5, 2019
  • User Has Role in Workflow/Plugin October 9, 2018
  • Accelerate CRM web resources development using Fiddler September 10, 2018
  • Change Session Colour in USD September 8, 2018
  • Play safe – Use SafeDispatcher – Stop USD Crash March 27, 2018

Action call Actions Activity alert annotation notes Annotations Asynchronous attachments Azure App registration Azure Service Bus C# C# and Webapi Call custom action from Webapi Case Time Clear Replacement Parameters ClientId in Azure app registration Condition Configuration ConfigurationMigrationTool Connecting CRM WebAPI in Console Connect webapi from C Contact Validation copy paste CreateFromConnectionString CRM And Azure Serice Bus integration CRM V9 CRUD Operations Custom Actions Custom Control Customer Validation Custom Events Custom Hosted Control Custom Workflow Data Migration DataMigrationUtility Drag and Drop Files DragDrop files Dynamics 365 attachments entitycollection in custom action Events GetSessionSeconds GetSessionUsageInSeconds History Install Unified Service Desk Integration ITwoWayServiceEndpointPlugin Javascript Notes Notifications Pop up Project Template Queue QueueClient Replacement parameters REST Api SAS Authentication ScanForDataParameters Session Sharepoint Sharepoint Rest API Shortcut keys Step by step tabs Timer in USD Total session time TwoWay communication Unified Service Desk Unified Service Desk USD USD Configurations Webapi in Console application WebAPI with credentials WebAPI with fixed credentials Workflow Activity Xrm.WebAPI

Top Posts & Pages

  • Connect to Dynamics CRM WebApi from Console Application
  • Connect to Dynamics CRM WebApi from Console Application (Without Authentication popup)
  • Create a custom USD Hosted Control - Part 1
  • Copy-paste to upload attachments automatically into CRM via USD
  • Javascript in “Conditions” of Action calls & WNR
  • Sessions history - Capture Active & Total time of Session in USD
  • Drag/Drop files into CRM to create Attachments.
  • Play safe - Use SafeDispatcher - Stop USD Crash
  • Asynchronous CRUD operations in USD using CRM V9 updates.
  • Customer Validation in USD using Notification forms

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  • USD 2.2
  • USD 3.0
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