USD – Loading Dynamics 365 Outside

Microsoft’s Unified Service Desk (USD) is a great tool for your agents but occasionally they might want to work with the Dynamics 365 full web client or in the Interactive Service Hub outside of USD. In this post I will show you how to create a button to allow agents to quickly jump from USD into Dynamics 365.

USD – Email Templates

I recently needed to configure my USD application to send an email based on a template. Here is how I achieved this.

The situation I faced was that I wanted a toolbar button that would send an email to a customer associated with a case. This email was to contain details of a support case I have found in the knowledge base.

USD – Phone call, closeWindow

The problem I faced was connected with mark as complete on the phone call within Unified Service Desk (USD) for Microsoft Dynamics 365. The issue being that you need the form to refresh after completing a phone call as only then is the user presented with the read-only / completed version of the phone call. I describe the solution in this post.

USD – Configuration Option

In this post, I will describe “Configurations” in Unified Service Desk (USD) for Dynamics 365 and when you would want to use them. And importantly when not to use them!

A configuration in Unified Service Desk is a set of hosted controls, actions, events etc. Each set of these USD assets is called a configuration. You can then assign a configuration to a user.

USD – Custom Branding

A new feature with Microsoft’s Unified Service Desk 2.2 is the ability for developers to modify the login and splash screen to apply your own name / branding. In this post I will look at this concept, I work for a company called Crimson. So by way of an example I will show how I’ve altered my USD application to have their branding.