USD – Actions when I need them!
In Unified Service Desk I often only want to run actions when a particular tab is open. The problem is users are unpredictable things and they may have closed the tab without me knowing or maybe they...
View ArticleMB2-715 Exam material
Hi guys,I am trying to find exam study material or practice tests for MB2-715 exam. Can anyone help me please?Thank you
View ArticleMB2-717 Certification: (Microsoft Dynamics for Sales) – Word Templates
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleGamification
I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it.Gamification is a simple but...
View ArticleQuick Campaigns on Marketing List Form
Hi,Before I customised the system there was a sub-grid on the Marketing Lists form showing all 'My' quick campaigns sent to that list.I would like to restore that sub-grid, although preferably with all...
View ArticleMB2-717 Certification: (Microsoft Dynamics for Sales) – Excel
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleUSD – UCI Demo
Have you ever presented to a room full of people or given a webinar? If so you probably know that it can be an exhilarating experience. But then you probably also know that anything that can go wrong...
View ArticleDisable/Hide an option set value
We use option sets quite often. Regularly I get asked to change the values of these as business requirements change.Is there a way to disable an option set value, or hide a value that is no longer...
View ArticleRestrict or Hide options in option set
Hi, In our opportunities form, I'm using 2 option sets to capture the 'Estimated Purchase Time frame'. One for Fiscal year, and one for quarter. Our purchase time frames can span many months and this...
View ArticleCRM 2016 - KB Records on case page
I have added the Knowledge Base Search to my case page in CRM 2016.I also have created Knowledge Base Article with keywords.On the Activities tab it shows that I have created a KB article. but if I go...
View ArticleAny Experiences with Unified Service Desk with CRM Online? (Performance &...
We are considering using Unified Service Desk mostly for Call Scripting and some integration with other web-based products. I don't see a lot of chatter about it and I wonder if anyone else is using...
View ArticleUSD – Version 4.0 Released
A happy time for all USD fans …. Version 4.0 has just been released.You can read all about the new version here.And you can download it here.So, what can we expect with this new release? The key...
View ArticleIntroducing – The USD Accelerator
The USD Accelerator (in my opinion) is a fantastic tool but what is it and why would you use it??What is Unified Service Desk?You may not be aware of Unified Service Desk (USD) and the many advantages...
View ArticlePreparation material for the exam MB2-716 'Microsoft Dynamics 365...
I'm interested in the exam 'Microsoft Dynamics 365 Customization and Configuration' which is available since February 3 (https://www.microsoft.com/en-us/learning/exam-mb2-716.aspx).The problem is that...
View ArticleThe USD Accelerator – Updated To Use USD 4.0
You might know that Unified Service Desk v4.0 has recently been released. The USD Accelerator has now been updated to use USD 4.0. Meaning the package deployer you can download for The USD Accelerator...
View ArticleUSD – Actions when I need them!
In Unified Service Desk I often only want to run actions when a particular tab is open. The problem is users are unpredictable things and they may have closed the tab without me knowing or maybe they...
View ArticleMB2-715 Exam material
Hi guys,I am trying to find exam study material or practice tests for MB2-715 exam. Can anyone help me please?Thank you
View ArticleMB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleUSD Accelerator – Announcing QGate intelli-CTi Support
Computer Telephony Integration (CTI) is an important part of many Unified Service Desk projects, one that often includes complex bespoke coding. The USD Accelerator already supports several 3rd party...
View ArticleSwitch form by selecting lookup field
Hi,On the Quote, i have 2 main form name as "VX" & "VE" and both form has separate fields. On the form when business unit select, form need to change or switch. Pl help.RegardsFaisal
View Article