USD – Toolbar Shortcut Keys

Unified Service Desk (USD) for Microsoft Dynamics 365 has recently been updated. The new version (v3.0) includes a new feature to add shortcut keys to toolbar buttons. I will demonstrate this feature in this post.

We have had the capability to add shortcut keys to actions for some time! This new release extends this capability to toolbars buttons. Something I think is really useful and intuitive for end users.

Below you can see how I’ve used this new feature on all of my toolbar buttons.

For example, In my application I have a button which loads a list of cases an agent is currently managing. They can now select this option by clicking on it from the menu or as the tooltip suggests they can simply type Crtl+Alt+c.

Achieving this is incredibly simple! Below you can see my toolbar button and the new Shortcut Key field. I have simply entered the keys I wanted. I have then added them into my tooltip field, so the user can easily see what key combination has been applied to this button.

This might be an incredibly simple change but adding shortcut keys can greatly aid operators select options quickly.

One of the advantages, in my opinion, to adding shortcuts to toolbar buttons rather than actions is one button will normally run multiple actions.

Note:
One limitation I have found is that once a “CRM” form has focus the shortcut keys do not operate. They only operate as you navigate around USD outside of your forms.

This is a usability change I would encourage anyone who is upgrading to USD v3.0 to include into their application. Enjoy.

5 thoughts on “USD – Toolbar Shortcut Keys

  1. Hello Neil,

    First of all I want to say thank you for you suppoet for the USD developers.

    I get one requirement for USD i:e I need to trigger USd from a console application and open a session automatically when USD get loaded.

    I am able to open USD from console application/command line but I am not sure which parameter and how should I pass parameter so that a session cab be opened automatically.

    Thanks in advance.

    Regards
    Vinay

    Like

    • Thanks Vinay

      If you want to open a session as USD loads, you’d need to add something to the DesktopReady event of your global manager. Exactly what you’d add will depend on your requirement!

      This post isn’t quite what you need but should give you some pointers.
      https://neilparkhurst.com/2016/08/01/usd-phone-call-from-toolbar/

      In this clicking on a toolbar button will start a session containing a phonecall. What you’d be doing is similar. Only the actions would be from DeskTopReady event not from the toolbar button.

      Hopefully this helps

      Neil.

      Like

  2. Neil,

    Just in case if you didn’t see the option – Pressing ctrl+up arrow key will bring back the focus from crm forms into Usd.

    On 13-Sep-2017 11:06 PM, “Microsoft Dynamics 365 and Unified Service Desk” wrote:

    > Neil Parkhurst posted: “Unified Service Desk (USD) for Microsoft Dynamics > 365 has recently been updated. The new version (v3.0) includes a new > feature to add shortcut keys to toolbar buttons. I will demonstrate this > feature in this post. We have had the capability to add shortc” >

    Like

  3. Pingback: USD – The Book | Microsoft Dynamics 365 and Unified Service Desk

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