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It’s Friday and time for another USD installment. In this video, we show you how to create toolbar buttons in Unified Service Desk and how to fire an Action Call to perform an operation. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
Tip #493: Tipster guide to Dynamics USD Action Calls
It’s Friday and time for action calls. No, not calls for action but Action Calls – grease for moving parts of Unified Service Desk. Here we look at Action Calls and how they work. We walk you though the basics of creating and using them. Give us your feedback, all of it: good, bad, and […]
Tip #488: Tipster guide to Dynamics USD Hosted Controls
It’s Friday and another good day for both USDs, US dollar and Unified Service Desk. In this video, we introduce you to the fundamental building blocks of USD – Hosted Controls. We talk about what they are and how to use them in the USD platform. We explore some of the different Hosted Control types […]
Tip #483: Tipster guide to CRM themes
Feels like Friday today and that means new video from our underground lab. “Your CRM is boring!” Not anymore! Would you like your CRM to take on Barbie palette? No problem! In this video we walk you though the new theming feature that was release as part of the spring update 2015, which means CRM […]
Tip #478: Tipster demo of USD, Part 2
After some embarrassing time miscalculations with the part 1 of the Unified Service Desk demo last week, we are back with the second installment. In Part 2 of our Dynamics CRM USD demo, we continue walking you through some of the basic functionality including Navigation Rules, Session overviews, and Agent Scripts. Give us your feedback, […]
Tip #473: Tipster demo of USD, Part 1
It’s Friday and, after a short miscalculated post, we are back with Unified Service Desk Demo. In part one of our two part demo, we look at a basic overview of USD functionality, including sessions, toolbars, and hosted control basics. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]
Tip #468: Tipster guide to Unified Service Desk installation
It’s Friday and this week the video subject is on something closely related to and built on top of the Dynamics CRM. USD, which stands for United States Dollars Unified Service Desk. In the first video in our USD series, we walk you installing Dynamics CRM’s USD desktop client as well using package deployer to […]
Tip #463: Tipster guide to Immersive Excel
It’s Friday and it feels like Excel week so far. Firstly, watch Derik walking you though Dynamics CRM’s immersive Excel feature that was released as part of the Spring 2015 update. Then listen to the Dynamics CRM Podcast where Matthew Anderson joins us to tell us some things we didn’t know about the 2015 update […]
Tip #458: Tipster guide to Dynamics CRM App for Outlook
It’s Friday and CRM for Outlook is making its way into OWA. OWA, Karl! This video walks you through the new CRM App for Outlook that was released as a preview feature as part of the Dynamics CRM 2015 Spring Update 1. Derik shows you how to configure Exchange online to use the feature, how […]
Tip #453: Tipster guide to calculated fields
It’s Friday, Karl, Friday! That means, instead of our fingers, we let our magnificent voices do the talking. This video explores Dynamics CRM calculated fields feature. It demonstrates how to perform basic field calculations on an entity, how to use some to the date functions available, and how to populate data from other entities. In […]