Navigate to Associated Records View in USD- Unified Service Desk

Lets Assume we have a contact,  and there are some associated Cases to the contact.

If We have the GUID of contact, we can Navigate to the Associated View of the Conact.

url=/userdefined/areas.aspx?oId=[[Contact.Id]]&oType=2&security=852023&tabSet=alcares_contact_alcares_application_AssistorPersonID&rof=false


[[Contact.Id]] is the Contact ID.
alcares_contact_alcares_application_AssistorPersonID is the Relationship Name.

How to Write Automations to Web Applications or Windows Applications

1. Go to

Download SDK and UII

Download UII and Extracts.

2. Go to \UII\Templates Run the UII Inspector tool.

This will add Templates in Visual Studio. you Can see bellow Screen

How to Update Notes to Replacement parameters in Unified Service desk (USD)

While agent is Speaking to Customer, he may make some notes in Notes Panel. When call ends, the Notes should be stored in Notes of CRM Record.

At this point We can use below Action to get The Values from Notes Panel.


Click  here to see how to Create Record in CRM

How to Create a Record in CRM with USD Action call-Unified Service Desk (USD)

1. If we want create a record inCRM with USD Action call, We have an Action "Create Entity" on Global Manager.

 

2.

Click here to see how to pass values

http://msusd.blogspot.in/2015/09/how-to-auto-populate-fields-in-new-crm.html

How to Navigate to Perticular Views in Unified Service Desk (USD)

Open forms, views, dialogs and reports with a URL

 Navigating in CRM is based on Entity name and GUID of the Record. Framing URL for different forms

https://msdn.microsoft.com/en-us/library/gg328483.aspx

How to Change Page name Dynamically when multiple Pages are allowed in CRM Page hosted control--Unified Service Desk (USD)

1. As we already know that ,we can open multiple pages in Single CRM Page hosted control.

refer  Click here to see how to Open multiple Pages in Single CRM Page Hosted Control

by default the name will be Tab name of Browser.

2. To Change the name of the Page we need an action call

 

try {

    document.title = "[[Incident.casetypecode]+] "
}
catch (e) {

}

we can set any name as title of Page by passing dynamically as shown above.

3. See the bellow Screen to verify

How to Navigate to Perticular Dashboard by Passing URL in Unified Service Desk--Unified Service Desk (USD)

1. Create a Hosted Control of type CRMPage.
2. Create an Action Call with Action "Navigate"
3. Give the URL in data field

url=dashboards/dashboard.aspx?dashboardId=%7b36132013-5A26-E511-80BE-000D3AA0DA2D%7d&dashboardType=1030&pagemode=iframe


the above highlighted is GUID of the Dashboard.