Please Note: Unified Service Desk is fantastic tool! But we do now also have the Customer Service Workspace (CSW) app and Omnichannel for Customer Service. Before considering USD I do recommend that you review the newer CSW app as that might meet your requirements. Because of this I do not plan on releasing any future versions of The USD Accelerator!
To help make getting up and running with The USD Accelerator an easy process I have created a packagedeployer.
You can download The USD Accelerator (Unified Client Interface Version) from a link below;
Two versions are available, v3 is the latest version including many new features such as support for Microsoft’s Omnichannel for Customer Service.
V3 is still good! But I recommend you use the newer v3.1!
Running the packgedeployer should be simple! Just extract the contents of the zip file (see note below) and run the deployer.
Important Note: Before you run the packagedeployer create a suitable trial or sandbox instance of Dynamics 365. This should not include USD or any configuration, the packagedeployer will install everything for you. (Any existing USD config will clash with the The USD Accelerator and must be removed before attempting an install.)
Important Note: Before extracting the packagedeployer you must unblock some content. Simply right click on the zip file and select the “unblock” option.
Note: Additionally you will need version 4.1 of the USD client or later. You can download that from Microsoft’s site as required.
The USD Accelerator is a pretty big config. Which will mean the first import could take some time. Hopefully the wait it worth the effort! (I find it typically takes around 40 minutes.)
After you install The USD Accelerator it maybe a good idea to grant yourself System Admin access. As this then displays the debugger, best practice analyzer, USD config and technical guide options. I will add some instructions here soon!
To so this simply add a User Settings called “SystemAdmin” with a value of “True”. You can find more details concerning user settings here.
Live Assist Install
You may not need Live Assist from CaféX …. but if you do first install Live Assist (without selecting the install USD option), then you simply need to assign users to one of the configurations in The USD Accelerator that supports Live Assist..
You can find more about Live Assist here.
Need More Help???
If you need some guideance on how to install The USD Accelerator, check out this installation video!