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One ring to rule them all …. One post to rule them all. (Or put another way this is a collection of my posts on Unified Service Desk (USD).)
Learning how to get started with Unified Service Desk (USD) can present quite a challenge, I believe this is simply because the product is large and contains quite a few concepts. Meaning it can take time to start to get your head around USD.
Microsoft’s walkthroughs certainly help. You should try them!
Over the last few months I have created quite a few posts which might help. In this post I will try to organise them in a manner that might help someone learning USD.
This isn’t quite a comprehensive training guide! And the order might be a bit random at times. But hopefully it is a collection of posts which might help learning USD a little easier.
What’s it all about
Why would you use USD?
When should you use USD?
How to install / Deploy USD
Installing the sample USD packages.
Installing USD on the client.
Install a blank / clean USD copy.
Some Basic Set-up
Maximize the screen
Change the window title
Change the theme
Optionally show debugger by user
Using the debugger
Hosted Controls / Actions
Create a global tab
Creating a new session.
Session Overview Example
Associated views / tabs.
Automatically refresh a tab.
Sub Action Calls
Display a webpage in a tab
General Navigation / Panels
Place Wall in right panel
Expand / Collapse Panels
Prevent Users from closing a tab
Navigation toolbar (Back, Forward and Refresh)
Navigation toolbar (Home)
Send Email Button
Agent Scripts Explained
Create an Agent Script.
Create an entity from an agent script.
Agent Scripts close session option.
Agent Scripts Start Tasks Explained.
Agent Script Conditions.
Agent Scripts Different for Each User.
Other Useful Stuff
Notes in USD
Run XRM Commands
Load speed( cache)
Case Research Options
Using Replacement Parameters in USD
Business Applications communities