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Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different queues. It covers the creation, and activation as well as how they get applied to the records. Give us your feedback, all […]
Tip #533: Tipster guide to automatic record creation in Dynamics CRM
Hey, it’s Friday and our video dude is back from the brink. With many new service related features on the horizon, we take some time to refresh knowledge on current service features. In this video we show you how to use Dynamics CRM’s Automatic Record Creation feature. This can be used to create CRM records […]
Tip #523: Tipster guide to invoking custom actions without code
Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by demonstrating how to call your custom actions from real-time workflows (or dialogs) without writing any code. Give us your […]
Tip #518: Tipster guide to Dynamics CRM custom actions
Hey, it’s Friday and time for another video tip. With Unified Service Desk done and dusted for now, we switch our attention back to least explored Dynamics CRM features. In this week’s video we look at custom actions. Creating a Custom Action can provide a lot of possibilities for composing business logic. Here we talk […]
Tip #513: Tipster guide to USD Events
We are back with the Friday’s video where we explore events in USD. We look at what they are, and how to use them to invoke other USD items like Actions Calls. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments […]
Tip #503: Tipster guide to USD Window Navigation Rules
It’s Friday and time for another video. In our last of Intro to USD configuration series we explore Window Navigation Rules. Derik walks you through what they are, how USD uses them, and how to create them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Tip #498: Tipster guide to USD Toolbars
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 […]