Unified Service Desk (USD) is a fantastic addition to Microsoft Dynamics CRM!
It allows developers to quickly create an interface suitable for use in a contact centre environment.
Everyone has to start somewhere! I have created a series of videos designed to help the complete beginner get started with USD. Each module will build on the previous providing a “complete” solution by the end of the training.
Hopefully these step by step guides will help make learning USD an easy process.
|Title||Summary||Date Last Modified|
|Module 1 – What is USD?||Introduction explaining what USD is and its main components.||August 2016|
|Module 2 – Installing USD||How to install USD.||August 2016|
|Module 3 – First Global Tab||Create your first tab in USD to display your CRM homepage.||August 2016|
|Module 4 – Create a Search Toolbar||Create a toolbar with an option to search for contacts and accounts||August 2016|
|Module 5 – Create a Session||Create a session from the search function.||August 2016|
|Module 6 – Associated Views||Create a tab containing associated view of cases.||August 2016|
|Module 7 – Open Tabs in Sessions||Using window navigation rules to open tabs in sessions.||August 2016|
|Module 8 – Notes and Navigation Toolbar||Create ability to take notes and add to entities from a navigation toolbar.||August 2016|
|Module 9 – Agent Scripts||Create a simple agent script.||August 2016|
|Module 10 – Debugger||Setup and use the debugger.||August 2016|
|Module 11 – Migrate Changes||How to export USD configuration from one organisation and import into another.||August 2016|
You can of course see my blog for more details on USD at neilparkhurst.com.
In particular check out my USD “book“. J