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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....
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Solutions
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View ArticlePreparing for Dynamics CRM Application (Exam MB2-704)
Hi,I'm trying to get prepared for the Certification Exam MB2-704 - Microsoft Dynamics CRM Application, but I can't find any books related to this exam.The only preparation options on the exam web page...
View Article!inherited roles cannot be modified
Hello - I want to add a permission for a role through the CRM Admin page.I noticed an information bar at the top of the page that says "!Inherited roles cannot be updated or modified."So to update the...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Forms
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View ArticleUSD tab allow multiple pages
If I allow a USD tab to host multiple pages (say, up to 5 CRM contacts), is there a way to cycle through the open contacts and find one if I have its GUID (or any other criteria really)?Related...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Views
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Charts
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Dashboards
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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FREE USD TRAINING with CRM Saturday
Yes you read the title correctly! I did say “FREE USD TRAINING”.CRM Saturday and CRM Boutique Mentoring Programme are running a free Dynamics 365 training day on Saturday 22nd July at Microsoft London...
View ArticleHow do I Associate Discount Lists with Price Lists?
I want to make sure that when users type in quantities on Orders or Opportunities or Quotes, then the discount will be applied automatically. Just how do I make it happen automatically so that users do...
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MB2-716 Certification: (Microsoft Dynamics 365 Customization and...
I have been completing a series of posts to help people prepare for the MB2-716 certification (Microsoft Dynamics 365 Customization and Configuration). Here is a collection of links to all of those...
View ArticleMB2-706 or MB2-716 - which certification should I prefer based on my...
Hi,I am basically a Dynamics CRM consultant, and largely worked on Dynamics CRM Online 2016.I was earlier planning to get certified for MB2-706 which is specific to customization and configurations in...
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Live Assist – Pre-Chat Surveys
Within Live Assist for CaféX we can create pre-chat surveys. But how can we use this information in Unified Service Desk to better serve the customer?I will show you a simple example in this blog post,...
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USD – Enhanced Forms, Views etc.
Microsoft’s Unified Service Desk (USD) is a great product but I do often find I like to enhance the views and forms for editing my USD configuration. In this post I provide a link to a managed solution...
View ArticleUSD tab allow multiple pages
If I allow a USD tab to host multiple pages (say, up to 5 CRM contacts), is there a way to cycle through the open contacts and find one if I have its GUID (or any other criteria really)?Related...
View ArticleCRM Online (Trial) + USD
Hi all,I am currently in the mids of exploring the posibilites for Unified Service Desk.So far i have succesfully created a few hosted controls, buttons, actions, session lines and navigation rules.So...
View ArticleDynamics 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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