Connect to a model-driven app

The Unified Service Desk client is the agent application you can use to connect to the Microsoft Dataverse instance where you've deployed your Unified Service Desk entities and configuration data. When you sign in by using the client application, it reads the Unified Service Desk configuration on the Dataverse instance, and accordingly exposes the controls and functionality in the application.

Sign in to Unified Service Desk

If you want to configure the sign-in experience, such as by prepopulating values in the sign-in dialog or by automatically signing in users without displaying the sign-in dialog, go to Configure sign-in information.

1. Start the Unified Service Desk client by double-clicking the application shortcut on your desktop.

2. In the Unified Service Desk sign-in dialog, provide authentication details to connect to your Dataverse server.

   

   • For Dataverse, select Microsoft 365.

   • For Dynamics 365 Customer Engagement (on-premises) deployments, select On-premises, and then select from the following Authentication Sources.

     • Active Directory. Select this authentication source if you're connecting to Customer Engagement (on-premises) internally through your network and don't connect to Dataverse through the internet.

     • Internet-facing Deployment (IFD). Select this authentication source if you're connecting to Customer Engagement (on-premises) through the internet.

     • OAuth. Select this authentication source if you're connecting to Customer Engagement (on-premises) by using a security token service (STS)—other than Windows Server—that supports the OAuth open framework.

   • If you have multiple organizations and want to select the organization where Unified Service Desk is deployed, select the Display list of available organizations check box, and then select Login.

3. If you have multiple organizations, select the organization you want to connect to.

4. The Unified Service Desk splash screen appears. This screen shows information about the configuration data being read by the client in the background. Next, the main window appears and prompts you to enter your Dataverse server credentials. Enter your credentials, and then sign in to the Unified Service Desk client application.

   Any time you start the Unified Service Desk client and need to sign in again, you won't have to provide your connection information again. Your credentials are stored securely in the Windows Credential Manager, and other connection information is stored in the Default_USD.config file at C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Unified Service Desk\<Version> and used for subsequent sign-in activities.

   If you want to change your connection information to sign in, select Change Credentials in the splash screen. You'll see the initial sign-in dialog where you can enter different credentials.

   

Configure sign-in information

If needed, administrators can configure the sign-in experience for Unified Service Desk by prepopulating values (except username and password) in the sign-in dialog so users can connect to the specified Dataverse instance, or they can configure it to automatically sign in users to an on-premises Dataverse instance based on the user's Active Directory credentials without even displaying the sign-in dialog.

Note

You can't add or remove the fields in the Unified Service Desk sign-in dialog. You can only specify the values that will appear in the fields when a user tries to sign in. However, users can change the prepopulated values in the Unified Service Desk sign-in dialog before signing in.

To configure sign-in information, use the UnifiedServiceDesk.exe.config file that's available in the client installation directory (typically C:\Program Files\Microsoft Dynamics CRM USD\USD).

1. Run Notepad as an administrator.

2. In Notepad, open the UnifiedServiceDesk.exe.config file from the client installation directory (typically C:\Program Files\Microsoft Dynamics CRM USD\USD).

3. Add the following keys under the <appSettings> node in the UnifiedServiceDesk.exe.config file.

   <add key="CrmDeploymentType" value="<DEPLOYMENT_TYPE>" />  
   <add key="CrmUseSSL" value="<VALUE>" />  
   <add key="CrmOrg" value="<ORG_NAME>" />  
   <add key="CrmPort" value="<PORT_NUMBER>" />  
   <add key="CrmServerName" value="<CRM_SERVER_NAME>" />  
   <add key="UseDefaultCreds" value="<VALUE>" />  
   <add key="CacheCredentials" value="<VALUE>" />  
   <add key="CrmOnlineRegion" value="<CRM_ONLINE_REGION>" />  
   <add key="AuthHomeRealm" value="<VALUE>" />  
   <add key="AskForOrg" value="<VALUE>" />  
   <add key="CrmDomain" value="<DOMAIN_NAME>" />  
   

4. Provide an appropriate value for each key. Each key maps to an individual field in the sign-in dialog. The following table shows valid key values.

   Key	Value
   CrmDeploymentType	Prem or O365 Prem must be used if you're connecting to Customer Engagement (on-premises); O365 must be used if you're connecting to Dataverse.
   CrmUseSSL	True or False This key is applicable only if you specified Prem in the CrmDeploymentType key.
   CrmOrg	Specify the Dataverse organization name.
   CrmPort	Specify the Dataverse port number. This key is applicable only if you specified Prem in the CrmDeploymentType key.
   CrmServerName	Specify the Dataverse server name. This key is applicable only if you specified Prem in the CrmDeploymentType key.
   UseDefaultCreds	True or False Note: For Customer Engagement (on-premises) installation (<add key="CrmDeploymentType" value="Prem" />) and Active Directory authentication (<add key="AuthHomeRealm" value="Active Directory" />), set the value of this key to True to directly sign in users to the specified Dataverse server or organization without even displaying the sign-in dialog.
   CacheCredentials	True or False Note: To force the connection dialog to be displayed every time the Unified Service Desk client is opened, set the value of this key to False. By default, the client caches the last connection information and uses it the next time to establish a connection to the Dataverse server (unless the user cancels and specifies a different connection).
   CrmOnlineRegion	NorthAmerica, EMEA, APAC, SouthAmerica, Oceania, JPN, CAN, IND, or NorthAmerica2 If you don't know the online region, leave the value empty: value="" This key is applicable only if you specified O365 in the CrmDeploymentType key.
   AuthHomeRealm	Active Directory or Internet-facing deployment(IFD) This key is applicable only if you specified Prem in the CrmDeploymentType key.
   AskForOrg	True or False Indicates whether the Display list of available organizations check box is selected in the sign-in dialog.
   CrmDomain	Specify the name of the Windows domain. This key is applicable only if you specified Prem in the CrmDeploymentType key.

5. Save the UnifiedServiceDesk.exe.config file.

6. Do the following on each user's computer where you want to configure sign-in information:

   1. Copy the UnifiedServiceDesk.exe.config file that you just modified to the client installation directory (typically C:\Program Files\Microsoft Dynamics CRM USD\USD) to replace the existing file.

   2. Remove the Unified Service Desk sign-in information from the roaming user profiles on the user's computer. If the user has signed in to Unified Service Desk from the computer at least once, the following files were created in the C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Unified Service Desk directory: Default_USD.config and Default_USD. You must delete both these files for the configuration settings in the UnifiedServiceDesk.exe.config file to take effect.

   When the user starts the Unified Service Desk application on their computer:

   • The sign-in dialog shows the values specified in the UnifiedServiceDesk.exe.config file and also creates the Default_USD.config file in the C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Unified Service Desk directory to store the connection information (except username and password; these are stored in Windows Credential Manager). Thereafter, the client application uses the Default_USD.config file to display the sign-in information or to automatically sign in to Unified Service Desk.

   • For a Customer Engagement (on-premises) installation with Active Directory authentication, if you've configured to automatically sign in the user without displaying the sign-in dialog (<add key="UseDefaultCreds" value="True" />), the sign-in dialog isn't displayed, but the Default_USD.config file is created in the C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Unified Service Desk directory to store the connection information (except username and password). Thereafter, the client application uses the Default_USD.config file to automatically sign in to Unified Service Desk.

If you need to modify the default sign-in information, you must repeat steps 1 through 6.

Troubleshoot sign-in issues

Unified Service Desk provides logging support to log errors that can occur while signing in to Dataverse. A log file, Login_ErrorLog.log, is created at C:\Users\<USER_NAME>\AppData\Roaming\Microsoft\Microsoft Dynamics 365 Unified Service Desk\<Version> the first time you encounter any sign-in issues in the client application. Thereafter, the log file is used to record information about subsequent sign-in issues. This information can be helpful for troubleshooting issues related to signing in to Dataverse from the client application.

Note

Unified Service Desk also creates another log file, UnifiedServiceDesk.log, at the same location to log operational errors in the client application. The log file is created the first time you encounter any issues in the client application. More information: Configure diagnostic logging in Unified Service Desk

See also

Manage access in Unified Service Desk
Learn to use Unified Service Desk
Unified Service Desk configuration walkthroughs
Administer and manage overview