Dynamics 365 Unified Interface
The new Dynamics 365 Unified
Interface is a bridge between web platform and
mobile platforms, providing a continuous experience across devices by utilizing
a responsive design for optimal view and interaction regardless of the device's
size or orientation. The interface is currently being used in the mobile
Dynamics 365 app and in the Outlook mail app as the only interface.
The Unified Interface also improved performance for
Customer Engagement apps by ensuring that users get to the pages they need
efficiently and that they load and refresh data quickly.
This new Unified Interface for
Dynamics 365 will help you get an enhanced, responsive user experience from all
platforms, ensuring a cohesive experience from all your different devices
mobile, tablets, and other devices. It will be available from October 1, 2020.
But the Microsoft Dynamics 365 Customer Engagement users get the option to
switch over to the new interface.
The Microsoft’s Unified Interface (UI) for Dynamics 365 CE is the next
stage in the unifications of the Dynamics ERP+CRM platforms. The Unified
Interface allows a seamless experience across desktop, mobile, and Outlook. As
Dynamics 365 is becoming more app-centric, it is increasingly transitioning to
connected and diverse app modules to handle different work-streams.
Another
important news is that way back in 2019 the Deadline
to move to Dynamics 365 Unified Interface has been announced by Microsoft.
On October 1,
2020, Microsoft will deprecate (End Support) the Dynamics 365 legacy web
client, along with process dialog and task flows.
Below are
some of the benefits of switching to the Unified Interface:
·
Process flow improvements: The new UI has less items, thus process flow is smaller and much
more compact. It allows color and formatting options such as bullet points and
iconography. Also, the lead fly-outs allow users to quickly enter new lead
information. Allows immediate qualification once completed and access to opportunities
quickly.
·
Navigation and Customization
improvements: Users can customize UI’s command bar
now smaller space efficient and comes with iconography and colors. Now the site
map automatically appears on the left-hand navigation bar in UI, where it’s readily
available for users. (earlier Hidden in the WEB client Interface). This, too,
is customizable; users can control what they want to show inside the site map
at the app level. This allows quick transitions between Leads, Opportunities,
and Accounts.
·
New Interactive dashboards in the Unified I am condensed so users can view more information at
once and interact with data directly.
·
Form improvements: UI replaced sections with tabs, allowing users to move to different
areas quickly and easily within the form. The web client does not display how
many sections the form contains, and scrolling is often required to move
throughout the form. With one click in UI, users can move from summary to
details and remain in the same position on the page without scrolling.
·
Reactive Design: With this feature, users understand where they are on a page better
than in web client. For example, when users collapse the viewing pane from
extra wide to wide to narrow, all information automatically reflows to fit the
smaller page. At its smallest size, UI stacks information on one page.
Below we have listed a some of the articles which
can help you know more about Dynamics 365 CRM and Dynamics 365 Unified Interface:
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