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

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. More information: TechNet: Debug issues in Unified Service Desk

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

Prerequisites

• You must have completed Walkthrough 1: Build a simple agent application and Walkthrough 3: Display Microsoft Dynamics CRM records in your agent application. The configurations that you completed in those walkthroughs are required in this walkthrough.

• This walkthrough assumes that you’ll be using the same user credential that you used in walkthrough 1 to sign in to the agent application at the end of the walkthrough to test the application. If a different user will be testing the application, you must assign the user to Contoso Configuration. More information: Walkthrough 1: Build a simple agent application

• You must know about the following in Unified Service Desk:

  • Debugger hosted control. More information: Debugger (Hosted Control)

  • Action call and how to configure it. More information: Action calls

  • Filter access using Unified Service Desk configuration. More information: TechNet: Manage access using Unified Service Desk configuration

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. Go to Settings > Unified Service Desk. (How do I get there?)

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

   

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. Go to Settings > Unified Service Desk. (How do I get there?)

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 Note 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

    

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. Go to Settings > Unified Service Desk. (How do I get there?)

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.

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.

See Also

Tasks

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

Other Resources

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

Unified Service Desk
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