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
Related Sections
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
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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