USD – Create a “home” button in the toolbar

Building on my previous post which described how to create a default page which automatically loads when USD loads, we will now look at how to create a “home” button in the USD toolbar to reload this page when required.

The steps involved are;

  1. Create a toolbar container (if you haven’t got one)
  2. Create the toolbar
  3. Create a toolbar button
  4. Add actions to the button to load and navigate to the “home” page

Step 1 – Create a toolbar container
You may already have a toolbar, if so you can skip this stage. If not you may need to create a toolbar container hosted control.

To do this navigate to the hosted controls section of Unified Service Desk and add a new control with the following settings.

Name = Toolbar container

USD Component Type = Toolbar Container= ToolbarPanel


Step 2 – Create the toolbar

In this next step you’ll create a toolbar and link it to the toolbar container created in step one.

Begin by navigating to the toolbar area in the unified service desk settings and add a new toolbar. For now you can just give it a name of “Main” and save. I’ll discuss adding the buttons to the toolbar in a minute.


Now you’ll need to link the toolbar to the toolbar contain hosted control you created in step one, begin by finding the hosted controls option in the toolbar navigation.


Now add the hosted control you created as the toolbar container.

Step 3 – Create a toolbar button
Now you have a toolbar you can add the button(s), use the following settings;

Name = CRM (You could use any name!)

Image = Optional! You could, for example, load a picture of a home icon as a web resource under customizations and add its name here. For my example I’ve kept things simple and left blank.

Button Text = Again optional, as In have put an image I’ve set my button text to “CRM”.

Tool Tip = Again option, but in my example a tip of “CRM Global Tab” would show.

Order = optional and only important if you have more than one menu item, then it dictates the order of the items on the screen.

Show tab = CRM, this is the name of the hosted control I’m going to load. Setting this value will give that tab focus following the button being clicked.


Step 4 – Add actions to the button
I need to add two actions, the first is the action that I explained how to create in my previous post. This opens the required hosted control for the CRM page.


The second action triggers the ShowTab from the global controller to display the hosted control. the hosted control name is the global connector and action is ShowTab.

Then the name of the hosted control we want to show is given in the data, in our example the hosted control we want to display is called “CRM”.


Once you have completed this step you can re-load USD and you’ll have a “home” (CRM) button similar to the one shown below.

You may notice that I have also added a search button, back / forwards buttons and a refresh option. All of these will be covered in future posts.

And you may also notice that I have a blue theme! (Again a future post.)

USD - CRM Button

One thought on “USD – Create a “home” button in the toolbar

  1. Pingback: USD – The Book | Microsoft Dynamics CRM and Unified Service Desk

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