Unified interface

Ensuring consistent experiences using Dynamics 365

A quick guide to Microsoft Dynamics 365 Unified Interface 


Why do you need Unified Interface? 

Unified Interface uses a responsive web design to make Dynamics 365 portable to reflow records whether being viewed on a large screen or a small mobile device. This reflects the same responsive principles seen in websites that are rendered for optimal viewing and interaction across any screen size, orientation or device.

The new modern UI has been developed to ensure consistent experiences using Dynamics 365 across different devices and screens.

And another driver of change is Dynamics' trend to becoming ever more app-centric. With increasingly connected and diverse app modules being implemented to handle different work-streams, it is essential that apps only need to be designed once, quickly deployed and shared across clients, without the complexity of developing and maintaining multiple forms for each device or screen.

Microsoft’s answer has been to introduce the Unified Interface to develop a seamless experience across desktop, mobile and Outlook.

What’s New?

Unified Interface includes embedded interactive dashboards across all devices including mobile. As a result, embedded Power BI dashboards can be accessed from within Dynamics 365, even while using a mobile device.

Visual filters help users interpret dashboards and list views before drilling down into the data.

Users are able to dock or pin guide process flows so that these remain on screen when users navigate to other areas of the record form including form tabs.

The return of Form Tabs and the addition of related items simplifies navigation to reduce clicks, enabling users to quickly find detail which can include contextual records.

When records are opened from a list view, a new control enables users to open an additional panel and scroll through other records in the list.

A new timeline control replaces the activity/notes panel featuring new filters and visualisations that help users navigate record notes, posts, emails and tasks.

Through a new reference panel, users are able to access contextual information by switching between sub grids without clicking away from records or launching pop-ups. For example, on a contract record use the reference panel to toggle between related cases, open opportunities and entitlements.

Further improvements include custom controls within process flows, embedded canvas PowerApps and Office 365 style profile cards with more updates announced for the next release wave in October 2019.

Note: Microsoft is no longer investing in new features for the legacy web interface so these enhancements, and future feature releases, will only be available for the Unified Interface.

Enabling the Unified Interface?

Currently in Dynamics 365, you can switch between the classic interface and Unified Interface. You may want to make Unified Interface the default mode for users to interact with Dynamics 365. 

To Enable to the new User interface:

Go to Settings > Administration > System Settings > General Tab and set the Use the new Unified Interface only Settings to yes

Set Show legacy Dynamics 365 – Custom App – Yes

Now, you need to create a new Unified Client Interface(UCI) app in your solution.

Manage the roles for the new app and give access to respective groups.

Once the above setup is done, the user will have access to the new Unified Interface app.

Recommended next steps:

As shown above, there are numerous changes and new features being made available to users in the new Unified Interface. While all for the better, implementing these and making your teams aware of new processes can be a cumbersome task.

To help with this, we have compiled a short list of recommended next steps to help ease the transition to the new interface:

  1. Revisit: Go back and review the original design and layout of entities that are currently being used.  

  2. Testing: Test the end-to-end functionality for all your solutions on the new UI. Ensure all the JavaScripts and Plugins work with the new Unified Interface.

  3. Optimisation: Look into optimising business processes using new features.

  4. App-Splitting: Consider the possibility of splitting apps into smaller modules for specific business functions.

  5. Security: Manage security after the apps are split as per business functions.

  6. UAT: Run a full UAT test cycle with your end users.

  7. Training, Training, Training!: Once implemented ensure you train your end users and accommodate their different learning styles - Classroom, online, video. Also ensure you have  thorough user guides in place for users to refer back to when needed, or for new starters during their on-boarding. 

If you would like any assistance with the new User Interface, or for any other Dynamics 365 related queries, contact your Fusion5 account manager today or reach out to us via the form below. 


Dynamics 365 October release notes

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