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
Filed under: Unified Service Desk Tagged: crm2016, Microsoft Dynamics CRM, Unified Service Desk, USD
