Unified Service Desk (USD) 2.0, recently released from the CRM 2016 release comes with a new installer.
I will cover installing the server package in another post, here I will concentrate on the installation of the client. But before installing the client you will need to have completed the server install and possible installed one of the sample packages from Microsoft.
USD can be downloaded at this link;
The system requirements for the client are Windows 10, Windows 7, Windows 8.1, Windows Server 2008 R2, Windows Server 2012, Windows Vista Service Pack 2
Note: In terms of the server the download page suggests you need CRM2016. This isn’t true! You can run USD 2.0 on CRM 2013 SP1, CRM 2015 and CRM 2016. Meaning it is completely backwardly compatible with earlier versions of USD. This is useful as you can gain benefits of the new client without needing to upgrade your server.
When your download completes you will have three files. CRM2016-USD-amd64 and CRM2016-USD-i386 are the client install files.
I’m going to install CRM2016-USD-amd64, the 64 bit version of the USD client.
If you have installed USD before as soon as you load the installer and see the screen below you will sense things have changed! For the better. J
Notice that I already have an older version of USD installed. I don’t need to do anything different in the install. It will simply upgrade my current install. This is typical of the new installed which makes life simpler all round.
Having clicked next you will be presented with a screen something like the one below. Again things are different! The installed now includes a pre-requisites install. If the required .net components are missing the install routine will install them for you. (Whereas the old one would have simply failed telling you to install Windows Identity Foundation etc.)
Having clicked upgrade (or install) the software will load. It only takes a couple of minutes.
Hopefully after a couple of minutes you’ll see a screen something like the one below. Simply click Launch and away you go.
On first install you will need to login. This screen is pretty much the same as previously. Although now only two development types are shown. Select if you want an on-premise or office 365 login. Enter your details and login!
Tip: IF you have multiple organisations you may need to tick the display list of organisations option. Doing so will allow you to select your required org.
After a short pause, USD will load. Mine is below.
Note: Just to prove my opening comment about USD 2.0 being backwardly compatible, here I have actually connected to a CRM 2015 on line organisation.