You can download Unified Service Desk 2.1.0.556 Version Package Deployer and Executables from the below links,
| Name | Size | Download Link | Description |
| CRM2016-USD-2.1.0-PackageDeployer.exe | 210.6 MB | Click here | USD Package Deployer to install solution components in CRM |
| CRM2016-USD-2.1.0-amd64.exe | 88.4 MB | Click here | 64 bit USD client |
| CRM2016-USD-2.1.0-i386.exe | 88.4 MB | Click here | 32 bit USD Client |
You can download Unified Service Desk 2.0.2 Version Package Deployer and Executables from the below links,
| Name | Size | Download Link | Description |
| CRM2016-USD-2.0.2-PackageDeployer.exe | 76.5 MB | Click here | USD Package Deployer to install solution components in CRM |
| CRM2016-USD-2.0.2-amd64.exe | 85.1 MB | Click here | 64 bit USD client |
| CRM2016-USD-2.0.2-i386.exe | 85.1 MB | Click here | 32 bit USD Client |
Using CRM OOB, we can search Only Active records for CRM Entities, other than Case Entity.
Please follow the below steps to Search, both Active and Inactive records of Contact,
Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.
Step 2: Under Entities,
5. By Default, Status Equals Active which means CRM System will search only Active Contact Records.
Now Click on Clear to search both Active and Inactive Contact records.
6. Now Click on OK.
7. Click on Save and Close in Quick Find View.
Step 3: Click on Contact Entity and Publish.
Step 4: Once Contact Entity Customizations Published,
Goto Microsoft Dynamics CRM -> Sales -> Contacts.
Search for the Inactive record in Contact Homepage grid.
Step 5: After Searching, can see the required Inactive record in the Configured Quick Find View.
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You might get this requirement quite often to search records based on some field data.
Will see an example to understand much better.
Created a field named Twitter in Contact. Now the requirement is to search Contact based on Twitter data.
Follow the below steps to configure OOB Quick Find View,
Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.
Step 2: Under Entities,
5. Scroll down till you find Twitter Field and Select it. Click on OK.
6. Now will add Twitter field Column in Quick Find View. Click on Add View Columns.
7. Scroll down till you find the Twitter field and Select it and Click on OK.
8. Now can see Twitter Column in Quick Find View. Then Save and Close.
Step 3: Click on Contact Entity and Publish.
Step 4: Once Contact Entity Customizations Published,
Go to Microsoft Dynamics CRM -> Sales -> Contacts.
Search for the Twitter in Homepage grid.
Step 5: After Searching, can see the required record in the Configured Quick Find View.
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Please leave your valuable feedback.
Follow the below steps to Integrate CRM and OneNote Online,
If you have sample CRM Online 2015 / 2016 30-day trial version, continue with the below steps.
Otherwise, Click here to know the steps to create 30 days free CRM 2016 Trial.
Step 1: For OneNote Integration with CRM Online, first step is to integrate CRM with SharePoint Online. Click here to follow my previous post on “How to Integrate Dynamics CRM and SharePoint Online”
Step 2: Once CRM and SharePoint integrated Successfully, we can see OneNote icon under Microsoft Dynamics CRM -> Settings -> Document Management.
Step 3: Follow the below steps to start integration between OneNote and CRM Online,
Step 4: Open any existing Contact Record to see OneNote feature under Social Pane. Click on OneNote. A sample OneNote is created automatically with name Untitled. Click on it.
Step 5: OneNote will open in a separate window. Enter the required Info and close it.
Successfully integrated CRM and OneNote Online.
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You can download Unified Service Desk 2016 Package Deployer and Executable Clients file from the below,
| Name | Size | Download Link | Description |
| CRM2016-8.0-USD-PackageDeployer.exe | 76.5 MB | Click here | USD Package Deployer to install solution components in CRM |
| CRM2016-USD-amd64.exe | 84.9 MB | Click here | 64 bit USD client |
| CRM2016-USD-i386.exe | 84.9 MB | Click here | 32 bit USD Client |
Got the below issue when trying to create a custom entity record with custom Security role,
Error:
User does not have privilege to act on behalf another user
Resolution:
Given Privilege, Act on Behalf of Another User Under Business Management in custom security role.
Found an interesting article on internet regarding Microsoft Dynamics CRM 2015 Client API.
Click here to Download.
Download Microsoft Dynamics CRM 2015 SDK & UII from the below links,
| Name | Size | Download Link | Description |
| MicrosoftDynamicsCRM2015SDK.exe | 83.6 MB | Click Here | Microsoft Dynamics CRM 2015 Software Development Kit (SDK) |
| MicrosoftDynamicsCRM2015UII.exe | 56.6 MB | Click Here | User Interface Integration (UII) solution framework, which includes a deployment guide, development guide and api reference for Unified Service Desk. |
Follow the below steps to Import Notes with Attachments for a Sample Contact Record,
Step 1: Created one Sample Contact record with fullname “Arun Potti”.
Step 2: Used the below Notes Template “Note.csv”,
Click here to download Notes Template.
Step 3: Create one folder with Name “Attachments” and place all files to Import.
Step 4: Zip below files,
Click here to download Attachments.zip.
Step 5: Import Attachments.zip using Data Import.
