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Birmingham CRMUG Meeting – 29th March

Attending a user group can be an enlightening and enjoyable experience. Mixing with people who share your interest and frustration with a particular product can have major benefits. Not least expanding...

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JavaScript – My Collection

I was searching round for a snippet of JavaScript the other day and wasted loads of time reviewing random posts.I’m a functional consultant, so I don’t blog about JavaScript that often! But over the...

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USD – Quick Start Video

I have produced training videos for Unified Service Desk for Microsoft Dynamics 365 before ….  but this one is a little different!In this video I will not try to give you loads of theory or cover...

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USD – 2.2.1

It is party time for all USD fans….. A new version of Unified Service Desk for Microsoft Dynamics 365 has just been released. V2.2.1.Why is This Good?I get excited by each and every Unified Service...

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MB2-713 CRM Sales Exam

Hello All,Please anybody share some sample questions for MB2-713Thanks in Advance

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Best app for Field Service Technicians

Hi,We are currently setting up a Field Service solution for a client, and we are having a discussion on which app is the best for Field Service use? Please let us know your comments and experience, pro...

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Where is Resource scheduling optimization for Field Service?

Hello,I am trying to find out how to enable and use the new Resource scheduling optimization for Field Service feature but I cannot find this anywhere! Can someone help with this please?According to...

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Copy Production Instance to Sandbox when Sandbox is on a newer release

Hi- I've upgraded our Sandbox recently and am running into all sorts of issues, including the notorious business workflow problem that Microsoft keeps telling me they will fix soon.  Since there are...

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Unified Service Desk for CRM 2015 Online - CTI Simulator using Generic...

Hello All,I have installed USD for CRM online 2015 and deployed CRM 2013 SP1 product package .Now, I'm trying to implement the walkthrough for USD-CTI integration as mentioned in...

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Need to create a view for Leads with no Marketing lists

Hello ,I need to create a view which will fetch all leads which are not associated with any Marketing Lists . How can i do that ?

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USD - New_CRM_Page Action populating ISH Page Incorrectly

Hi,I have Case/Incident toolbar which includes buttons for different activity types. When the hosted controls for the activity pages are regular CRM Pages, all in fine. However when I change them to...

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Best app for Field Service Technicians

Hi,We are currently setting up a Field Service solution for a client, and we are having a discussion on which app is the best for Field Service use? Please let us know your comments and experience, pro...

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Copy Production Instance to Sandbox when Sandbox is on a newer release

Hi- I've upgraded our Sandbox recently and am running into all sorts of issues, including the notorious business workflow problem that Microsoft keeps telling me they will fix soon.  Since there are...

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Microsoft Unified Service Desk Error - Object Reference not set to an...

Error : We are facing below error in our USD application due to which user are not able to login the USDPlease find the text generated from two log files related to this issue.Log File...

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Dynamics 365 issues with Field Service Mobile App

Whenever I try to open any of my bookings which have been scheduled, the app gets closed unexpectedly. Expected behavior would have been me being able to view the details about the current booking. I...

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Viewing roll-up of data, Hierarchy or Teams?

Having trouble deciding which route to go.   I want the VP Sales to only view items that fall under managers that report to the VP.  For example, the default view for "My Team's Open Opportunities" is...

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Accounts error when loading in Outlook client, off line mode

I have a problem with Outlook offline mode (CRM2016 Update 1 Online, using CRM2016 Outlook client).Contacts and custom entities are working correctly. They show off line and can be edited. Including...

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USD - New_CRM_Page Action populating ISH Page Incorrectly

Hi,I have Case/Incident toolbar which includes buttons for different activity types. When the hosted controls for the activity pages are regular CRM Pages, all in fine. However when I change them to...

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Dynamic 365 - Editable SubGrid

I am using Dynamic 365 Editable SubGrids on the form. However, I have to prevent user from editing some of the fields. Is there any out of the box configuration that allows to lock the field in...

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