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USD – Show associated views
You may wish to display an associated view in a separate USD tab. Such as associated cases for a contact or opportunities for an account etc.. This can be done by having a navigation toolbar to...
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USD – Toolbars 101
Toolbars in Unified Service Desk (USD) can be used to great effect to enhance the capabilities of a USD application. This post will focus on some of the concepts / variations possible. Toolbar...
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USD – Agent Script to create an entity
In an earlier post I explained what can be done with agent scripts , I then followed up with a description on how to create an agent script . Now lets look at one of the most useful customizes you...
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USD – Create an agent script
In an earlier post I explained what agents scripts are and how they might be useful, now I’d like to build on that logic and describe how to actually create an agent script. Agent scripts are...
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Who will attend Microsoft Convergence 2016? Official Attendee Statistics
There was a lot of talk at Convergence 2015 about a new focus of the event – away from the traditional Dynamics software user conference to more of an executive level “Microsoft vision” event.In a...
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Webcast: Microsoft Dynamics SL Web Apps - 10/21/15
Dynamics Webcast: Microsoft Dynamics SL Web AppsWednesday, October 21, 2015Starts 10 AM PT / 1 PM ETMicrosoft Dynamics SL 2015 Web Apps have had two updated releases since last year’s release.Attend...
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Performance Tools Built Into CRM
There are a lot of factors that can contribute to CRM performance issues and sometimes it’s hard to know where to begin troubleshooting. Maybe your issues are caused by a network latency issue, an SQL...
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Posting Order in Foreign Currency – Transactions Do Not Balance by Pennies
When you are posting an order in foreign currency — you may experience an error message from the system regarding company and secondary currency are not balancing and the posting gets...
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MB2-706 – Online Deployment Certification
I have just completed and passed the MB2-706 certification. (Online deployment certification.) Interesting as the first certification I have completed online , not sure I’ll rush towards taking...(read...
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USD – Sub Action Calls
I recently used Sub Action Calls for the first time! I’d seen them before but until now hadn’t found a good example of when to use them. In my example, I had already created an action which...(read more)
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USD – Home
In previous posts I have explained how to add back, forwards and refresh buttons to a navigation toolbar in Unified Service Desk (USD). This earlier post missed an action! “Home” . To add...(read more)
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Javascript – Birthday
This is hopefully a useful javascript snippet. Sometimes capturing a contacts date of birth is important often this is because certain products are age specific. For example you might not be able...
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Agile Principle 8 – Projects are built around motivated individuals, who...
Projects are built around motivated individuals, who should be trusted, the 8th principle of Agile. Unfortunately this is so often not the case! I am sad to say I’ve observed multiple...
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USD – Agent Scripts
Agent Scripts are a powerful part of Unified Service Desk (USD), used correctly could make a real difference to how a call centre operates. I will start off (in this post) by explaining what agent...
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USD – Session Overview Example
The Unified Service Desk (USD) overview ability is a useful feature, sometimes it will benefit call centre operators to have a easy to access summary of the customer they are currently in...
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USD – Change Theme (Simple)
The simplest approach to changing the USD theme is to use one of three standard themes provided by Microsoft. Theme Syntax for the Data field Air /UnifiedServiceDesk;component/Styles...(read more)
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USD – Creating a new session
Within Unified Service Desk (USD) a session is effectively a group of related tabs. Multiple sessions can be opened at any one time meaning sessions give a useful way of being able to work on...
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Canada - Video Recap: The Best of IPBC 2015
Video Recap: The Best of IPBC 2015 #Bookkeeping #Accounting @QuickBooksCACanada - Video Recap: The Best of IPBC 2015We’re always excited for a chance to mix and mingle, and hear about the tips and...
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Test Isolation in the Application Test Automation Suite | Dynamics NAV Team Blog
https://blogs.msdn.microsoft.com/nav/2015/10/19/test-isolation-in-the-application-test-automation-suite/ Filed under: Uncategorized(read more)
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Kennametal Refocuses on Clients with Microsoft Dynamics Sales Productivity
(Please visit the site to view this video) Kennametal, a leader material science and manufacturing company, recognized a need to bring their clients back to the heart of their business. Their...
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