Unified Service Desk configuration walkthroughs

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

Each walkthrough in this section covers an area or a combination of areas in Unified Service Desk for Microsoft Dynamics 365. These walkthroughs are arranged in increasing order of complexity so it may benefit you to do them in sequence. Also, you must complete Walkthrough 1: Build a simple agent application first because it sets up the base application that the other walkthroughs, except walkthrough 8, are built on. Walkthrough 8 is a standalone walkthrough, and does not require any other walkthroughs to be completed before using it.

These walkthroughs are created using the “New Environment” sample application package deployed on an on-premises instance of Microsoft Dynamics 365. Before you begin these walkthroughs, ensure that you have deployed one of the sample Unified Service Desk applications, have installed the Unified Service Desk client application, and have appropriate security access in Microsoft Dynamics 365 to configure Unified Service Desk entities. More information:TechNet: Deploy sample Unified Service Desk applications to CRM server using Package Deployer

In This Section

Walkthrough 1: Build a simple agent application

Walkthrough 2: Display an external webpage in your agent application

Walkthrough 3: Display Microsoft Dynamics 365 records in your agent application

Walkthrough 4: Display a Microsoft Dynamics 365 record in a session in your agent application

Walkthrough 5: Display enhanced session information by displaying session name and overview data

Walkthrough 6: Configure the Debugger hosted control in your agent application

Walkthrough 7: Configure agent scripting in your agent application

Walkthrough 8: Use Parature knowledge base within your agent application

TechNet: Install and Deploy Unified Service Desk

TechNet: Sample Unified Service Desk applications

TechNet: Security in Unified Service Desk

Learn to use Unified Service Desk

Customize themes in Unified Service Desk

Walkthrough: Create custom hosted control for Unified Service Desk

Create a custom panel layout

TechNet: Administration Guide for Unified Service Desk for Microsoft Dynamics CRM

Walkthrough: Create a UII Application Adapter

Walkthrough: Create a UII Web Application Adapter

Walkthrough: Create a UII Windows Forms Hosted Control

Walkthrough: Create a UII WPF Hosted Control

Walkthrough: Use the generic listener adapter for CTI event routing

Unified Service Desk 2.0

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