Best Practice Analyzer – Unified Service Desk 3.3

With the release of Unified Service Desk 3.3 client, analyzing the best practices within unified service desk is much easier as its included within the client installer as a  pre-builtin feature. Below are the steps to execute to check the USD best practices in your CRM organization. PS: For USD client version below 3.3, you…

Unified Service Desk 3.3.0 is Released

Latest version of Unified Service Desk - Unified Service Desk 3.3.0 is released and available to download. Unified Service Desk 3.3.0 is packed with many improvements and features such as: Host Unified Interface Apps in Unified Service Desk Analyze best practices in Unified Service Desk (Tool) Custom Styles field in Toolbar Capture Performance Data Host…

USD & Dynamics 365 – Cafex Live Assist – Chat Application Review

We had a new requirement to enable basic chat feature in one of the CRM implementations and we were considering few solutions for this. 'Cafex - Live Assist' is one of the chat solutions you may consider if you are in search of an independent chat solution [not part of CTI integration] to work in…

USD: How to show popup notifications in USD

As part of our new dynamics 365 project - which is for building the service module for contact center, we have several use cases to show popup notifications in USD.   Few use cases would be: Alert the agent when the customer record opens in USD - in case if there is an immediate action…

Customer 360 View in Microsoft CRM – What does it really mean and how to achieve?

For any CRM implementation, Customer 360 view is an inevitable component client would ask for or expect to include even if not mentioned explicitly. Though the client requirement is often a one liner "Need Customer 360 View in place", most of the times CRM analyst has to do lot of Q&A sessions to conclude what…