How to auto login into any website while Loging into USD--Unified Service Desk (USD)

As Agent logs in USD then Agent doesn't want to enter his credentials. He needs Single Sign On.
This we have approached in simplest way.

1. We need an Entity to hold Our Passwords and Usernames
2. we Need three Fileds
  a.Name
  b.Username,
  c.Password
3. Create a record in CRM in Credentials entity

4. Create a hosted control of type CRM Page
5. Create an Action call to Navigate to facebook and invoke this on button click

6. Create an Entity Search in USD to retrieve Credentials from CRM

7. On Page Load complete of Facebook hosted control Create Action call to Search Credentials

8. Create one more Action call to Set values and Login

Now open USD and Click on button to which you associated navigate to facebook Action Call.

How to open new CRM Page based on form Id in Unified Service Desk.--Unified Service Desk (USD)

Generally we have an Action "New_CRMPage"
In Data field give

LogicalName=entityschemaname
formId=*********************

How to trigger an Unified Service Desk event onChange of CRM field--Unified Service Desk (USD)

 We got a requirement in my previous project. Onchange of CRM field value we wanted to trigger USD event. So we have approached in bellow way.

1. Click On Events

2.Create an Event in USD with name "OnChange"

3. Call your Action call to perform some Action when it is triggerd. If it is already exist select from the list. If not Create new by clicking "New" at the Corner.

 4. You can see that Action call added to event and Click on Hosted Control "Incident"

 5. navigate to Events of the Hosted control

6. Here we Can see Onchange event which we Created.
now Click On PageLoadcomplete event

 

7. We can see that there is no Action Calls at PageLoadComplete 

8. Create Action call with Action  RunXrmCommand by clicking "New"

9. In "Data"  Write the bellow code

function hookonchange()
{
window.open("http://event/?eventname=OnChange");
}
Xrm.Page.data.entity.attributes.get("yourfieldname").addOnChange(hookonchange);

How to Create Toolbar in Unified Service Desk--Unified Service Desk (USD)

Toolbar is the place where we can hold all the tool together.

Lets Create a toolbar
1. Select "Toolbars"

2. Click "New"

 

3. Enter all the fields.  

---Name is mandatory and we can give any name

---Order is optional. If we give order it will show this Toolbar by order on USD Screen.

---Title can be any name

---Enable Condition- We can give condition like(i==1) if it is true then it will Enable on USD Screen.

---Display Condition--It will display based on Condition. if it is false then it will not display on USDScreen.

To add buttons click on" +"

 

4. Give Name

--Image can be added from Webresource

--Button Text will be the Display name for button.

--Order will be considered as order of button in Toolbar.

--Tooltip is mouse over text

--ShowTab will Focus the given Hosted Control.

--Enable Condition- We can give condition like(i==1) if it is true then it will Enable on USD Screen.

--Display Condition--It will display based on Condition. if it is false then it will not display on USDScreen

 After Save

--Add Action call to the Button. to add Action Calls click on "+"

 

5.  Search for Action call if already exist. if No, Create new Action Call by Clicking "new" at Corner

 

6. We can see Action Calls are Added .

 

7.  To Add Toolbar to Hosted control In navigationbar click on Down Arrow and Select Hosted Controls.

 

8. Select the Hosted Control to which we want to Add buttons. 

Generally it can be Toolbar container hosted Control. But we Can be add to any Hosted Control.

9. We Can see the buttons which are added under Dashboard

 

 

How Action call works in Unified Service Desk--Unified Service Desk (USD)

Before going to know about action call we need to know UII Actions. UII Actions are like methods in programming. We can pass parameters to UII Actions. In Actions call there is a field called "Data". We can pass parameters through that Data filed.

On create of every Hosted Control CRM will create corresponding UII Actions.  We have different UII Actions based on Hosted control.

Lets create an Action call

1. Name is the mandatory field. We can give any name

2. Order is an Optional field. if we have two are more action calls at some button click, then order will come into picture. if we did not mention any order then it will execute randomly.

3. Hosted control need be to selected on which control we need to perform the Action.

4. Action need to be selected which Action we want to perform.
5. Data is an optional field but it is mandatory based on Action. Here we can pass parameters to Action. Not all the Actions take parameters. Some Actions take parameters some are not.

As we discussed above, UII Action is a method and Data is parameters. In the above screen  "New_CRMPage" is a method and

" LogicalName=contact
name=Demo
mobilephone=12345678
telephone1=98763234
emailadrress1=email@email.com"

are the Parameters for New_CRMPage.


Thank you. I hope it will help.

How to Import USD Configurations--Unified Service Desk (USD)

    Import USD Configurations

1.       Download CRMSDK2015 from the given URL for importing the USD Configurations

https://www.microsoft.com/en-in/download/details.aspx?id=44567

Note: This is one time job. If SDK already exists ignore downloading SDK.

2.       Go to folder location ….\CRMSDK2015\Tools\Configuration Migration and Double Click on DataMigrationUtility.exe

3.       Select Import data radio button and click Continue.

4.   Enter Server details and Credentials, select the “Display list of available organizations” and click “Login” to see the available list of organizations.

5.   Select the required organization from the list to start the deployment.

6.   Browse for “USD Configuration.zip” file from release packet and Click on Import data.

7.   After successful import of data you can see the below Screen. Click on Exit.