D365UG / CRMUG Birmingham – November Meeting
Oct17

D365UG / CRMUG Birmingham – November Meeting

With so much happening in the Dynamics 365 world attending user groups has never been so important. Why not join us in Birmingham to see how meeting likeminded people can enhance your CRM journey. REGISTER NOW You can register here on D365UG / CRMUG or here on meetup.com. DATE / VENUE Our next D365UG meeting in Birmingham will be on Wednesday 28th November from 6:30-9:00pm. The Wesleyan… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – UCI Version
Oct16

The USD Accelerator – UCI Version

As time progresses I plan to add enhancements, performance improvements and bug fixes into The USD Accelerator …. with this in mind I have just released a version that works with Microsoft’s new Unified Client Interface (UCI). Hopefully you know that UCI is Microsoft’s latest interface for Dynamics 365. And will eventually become a replacement for the web client that we have been… Continue Reading Neil Parkhurst’s Article...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Help
Oct15

MB2-717 Certification: (Microsoft Dynamics for Sales) – Help

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to access help. Below you can see that the help center is specifically mentioned in the stills measured; Help might not seem like a large topic!… Continue Reading Neil Parkhurst’s...

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USD – Crashing (Multiple Tokens)
Oct13

USD – Crashing (Multiple Tokens)

I have seen this issue a couple of times and decided to blog about the solution …. The problem is that Unified Service Desk fails to load. The symptoms of this problem are that Unified Service Desk starts to load but then suddenly dies. No error message is given (at least not visibly). There is however an error reported in log files. To find you log files navigate to “%appdata%” in… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup
Oct12

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to configure email. You can see an extract from the MB2-717 skills measured statement which mentions email. Using email to manage your customer… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates
Oct11

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email templates. Email templates allow us to quickly create standardised messages. These are often used for common messages including welcome… Continue Reading Neil Parkhurst’s...

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USD – Resolve Case | Microsoft Dynamics 365 and Unified Service Desk
Oct02

USD – Resolve Case | Microsoft Dynamics 365 and Unified Service Desk

I recently had a requirement to be able to quickly resolve a case in Microsoft’s Unified Service Desk (USD), in the end the solution was really easy but not quite what I expected. Here is my solution …. You probably know that out of the box the resolve case button displays a dialog that can’t be customised. Often organisations will require a simpler approach. As a reminder standard… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture
Oct02

MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on auto capture. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil Parkhurst’s...

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USD Accelerator – Announcing QGate intelli-CTi Support
Oct01

USD Accelerator – Announcing QGate intelli-CTi Support

Computer Telephony Integration (CTI) is an important part of many Unified Service Desk projects, one that often includes complex bespoke coding. The USD Accelerator already supports several 3rd party add-ins, I have increased that support to includes a new CTI hosted control from QGate that will help make the inclusion of CTI simpler and definitely quicker. USD / CTI Background Before I… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement
Oct01

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email engagement. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Word Templates
Sep22

MB2-717 Certification: (Microsoft Dynamics for Sales) – Word Templates

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will cover Word templates. You can see below an extract from the skills measured statement that references documents and templates. Document templates implies the sue… Continue Reading Neil...

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Microsoft Dynamics 365 and Unified Service Desk
Sep20

Microsoft Dynamics 365 and Unified Service Desk

I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it. Gamification is a simple but really useful to Dynamics 365 that allows companies to being gaming into the workplace. In this video I consider if “playing” at work is a good thing and demonstrate how the Microsoft product… Continue Reading Neil Parkhurst’s...

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USD – Actions when I need them!
Sep12

USD – Actions when I need them!

In Unified Service Desk I often only want to run actions when a particular tab is open. The problem is users are unpredictable things and they may have closed the tab without me knowing or maybe they never opened it. I could just run all the actions regardless and ignore any errors. But I don’t like doing that and it isn’t an efficient way of designing a solution. So, what so we do? The… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Updated To Use USD 4.0
Sep01

The USD Accelerator – Updated To Use USD 4.0

You might know that Unified Service Desk v4.0 has recently been released. The USD Accelerator has now been updated to use USD 4.0. Meaning the package deployer you can download for The USD Accelerator will now install USD 4.0. You “can” still use earlier versions of the USD client with USD v4.0. But I advise you also download the latest USD V4.0 client from Microsoft’s site. You can… Continue Reading Neil Parkhurst’s...

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Introducing – The USD Accelerator
Aug25

Introducing – The USD Accelerator

The USD Accelerator (in my opinion) is a fantastic tool but what is it and why would you use it?? What is Unified Service Desk? You may not be aware of Unified Service Desk (USD) and the many advantages it can deliver. USD is designed to work with Dynamics 365, it is a configuration-based framework aimed at building applications which can benefit contact centre agents. Features such as… Continue Reading Neil Parkhurst’s...

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USD – Version 4.0 Released
Aug22

USD – Version 4.0 Released

A happy time for all USD fans …. Version 4.0 has just been released. You can read all about the new version here. And you can download it here. So, what can we expect with this new release? The key features (in my opinion) are mentioned below; Unified Interface We had the ability to use the new Unified Client Interface with USD in version 3.3 but that was a preview version not recommended… Continue Reading Neil Parkhurst’s...

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