Walkthrough 6: Configure the Debugger hosted control in your agent application

  • Статья

Назначение: Unified Service Desk 2.0

Unified Service Desk provides a Debugger type of hosted control, which provides you key information about your Unified Service Desk configuration that helps you to successfully build an agent application and troubleshoot issues in your configuration. Дополнительные сведения: TechNet: Debug issues in Unified Service Desk

This walkthrough demonstrates how to configure a Debugger hosted control for your agent application.

Необходимые условия

In This Walkthrough

Step 1: Create a Debugger type of hosted control

Step 2: Add toolbar button and action call to display the Debugger hosted control

Step 3: Add the controls to the configuration

Step 4: Test the application

Conclusion

Step 1: Create a Debugger type of hosted control

  1. Sign in to Microsoft Dynamics CRM.

  2. Перейдите в раздел Параметры > Unified Service Desk. (Как это сделать?)

  3. Click Hosted Controls.

  4. Click New.

  5. On the New Hosted Control page, specify the following values:

    Field Value

    Name

    Contoso Debugger

    Sort Order

    3

    Display Name

    Contoso Debugger

    USD Component Type

    Debugger

    Display Group

    MainPanel

    Create a Debugger hosted control

  6. Click Save.

Step 2: Add toolbar button and action call to display the Debugger hosted control

Add a toolbar button to Contoso Main Toolbar (created in Walkthrough 3: Display Microsoft Dynamics CRM records in your agent application), and then add an action call for the button to display the Contoso Debugger hosted control that you created in step 1.

  1. Sign in to Microsoft Dynamics CRM.

  2. Перейдите в раздел Параметры > Unified Service Desk. (Как это сделать?)

  3. Click Toolbars.

  4. Click Contoso Main Toolbar.

  5. In the Buttons area, click + to add a toolbar button.

  6. On the New Toolbar Button page, specify the following values.

    Field Value

    Name

    Contoso Debugger Button

    Button Text

    DEBUGGER

    Order

    3

    Примечание

    The Order field defines the position of buttons in the toolbar. Buttons are arranged from left to right or top to bottom in an ascending order.

  7. Click Save.

  8. In the Actions area, click + to create an action call for the button

  9. In the search box, press ENTER or click the search icon, and then click New in the lower-right corner of the search results pane to create an action call.

  10. On the New Action Call page, specify the following values.

    Field Value

    Name

    Contoso Action Call: Show Debugger

    Order

    1

    Hosted Control

    Contoso Global Manager

    Action

    CallDoAction

    Data

    action=default
    application=Contoso Debugger

    Create action call in Unified Service Desk

  11. Click Save.

Step 3: Add the controls to the configuration

Add the action call and hosted control that you created in this walkthrough to Contoso Configuration to display these controls to the user who is assigned to the configuration. Contoso Configuration was created in Walkthrough 1: Build a simple agent application.

Add the following to Contoso Configuration.

Control name Control type

Contoso Action Call: Show Debugger

Action Call

Contoso Debugger

Hosted Control

To add a control to the configuration:

  1. Sign in to Microsoft Dynamics CRM.

  2. Перейдите в раздел Параметры > Unified Service Desk. (Как это сделать?)

  3. Click Configuration.

  4. Click Contoso Configuration to open the definition.

  5. On the nav bar, click the down arrow next to Contoso Configuration, and select Action Calls.

  6. On the next page, click Add Existing Action Call, type “Contoso Action Call: Show Debugger” in the search bar, and then press ENTER or click the search icon.

  7. In the search results, click the action call name to add it..

  8. Similarly, add the hosted control by clicking the down arrow next to Contoso Configuration, and clicking Hosted Controls.

  9. Click Save.

Step 4: Test the application

Start the Unified Service Desk client application, and sign in to the CRM instance where you configured Unified Service Desk using the same user credentials that you assigned to the Contoso Configuration in Walkthrough 1: Build a simple agent application. For information about connecting to a CRM instance using the Unified Service Desk client application, see TechNet: Connect to CRM instance using the Unified Service Desk client.

Your agent application will now have a DEBUGGER button in the toolbar area. Clicking this button displays the Debugger control.

Debugger in your agent application

Conclusion

In this walkthrough, you saw how to configure the Debugger hosted control in your agent application. You also learned how to filter access to Unified Service Desk controls using configuration.

См. также

Задачи

Walkthrough 1: Build a simple agent application
Walkthrough 2: Display an external webpage in your agent application
Walkthrough 3: Display Microsoft Dynamics CRM records in your agent application
Walkthrough 4: Display a Microsoft Dynamics CRM record in a session in your agent application
Walkthrough 5: Display enhanced session information by displaying session name and overview data
Walkthrough 7: Configure agent scripting in your agent application

Другие ресурсы

Unified Service Desk configuration walkthroughs
TechNet: Debug issues in Unified Service Desk

Unified Service Desk 2.0
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