Displaying a Dynamics CRM Dashboard in Unified Service Desk (USD)

In the Unified Service Desk (USD), you can display a Dynamics CRM dashboard. This guide shows how to display the Customer Service Representative Social Dashboard in USD.

Step 1. Determine the URL of the Dynamics CRM Dashboard

First, find the URL of the CRM dashboard you want to use. For this example, we’ll use the Customer Service Representative Social Dashboard. Navigate to the dashboard in Dynamics CRM and copy its URL.

Step 2. Access Through a Toolbar in USD

1. Open the Main Toolbar
   • Go to the Toolbars section in USD.
   • Open the existing Main toolbar.
     
2. Add a New Button
   • Click to add a new button.
   • Name the button appropriately.
     
   • Save the toolbar to enable the Actions section.

Step 3. Add a New Action

1. Create a New Action
   • Add a new action.
   • Select Dashboard as the Hosted Control.
   • Select Navigate as the Action.
     
     
2. Set the Data: Enter the URL of the CRM dashboard in the Data field.

Step 4. Link the Action to the Toolbar Button

Add the Action to the Button.

Manually link the action to the toolbar button.

Step 5. Configure the Dashboard Hosted Control

Ensure the Dashboard Hosted Control is set to "Application is Global" to allow it to open outside of a session.

Step 6. Test in USD

Open USD and click the new toolbar button to open the Customer Service Representative dashboard.

Summary

To display a Dynamics CRM dashboard in USD.

1. Open the Toolbars section and select an existing toolbar or add a new one.
2. Add a new button and name it.
3. Create an action with the appropriate Hosted Control and Action.
4. Input the CRM dashboard URL in the Data field.
5. Link the action to the button.
6. Ensure the Hosted Control is set to "Application is Global".
7. Test the button in USD.

Additional Tip
 

Opening other Web pages

To open a different web page, replace the CRM dashboard URL in the Data field with the URL of the web page you want to open. Restart USD to see the changes.

By following these steps, you can display any Dynamics CRM dashboard or web page in USD, enhancing your service desk's functionality and efficiency.

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