New in 2020 the Unified Interface for
Dynamics 365

The way you access your Dynamics 365 solution has been given an overhaul by Microsoft.  From September 2019 the web client you are currently using will be deprecated and from 01/10/2020 will no longer be available.

What’s different?

The Unified Interface has been built using responsive web design which allows ease of viewing on any type of device from large screen to mobile phone.  You will have seen this effect on most websites that you view via your smart phone or tablet – in fact those websites that have not been built this way now stand out as difficult to navigate.

Dynamics 365 Opportunity
New UI has a clean and easy to use format for Opportunities

Why the change?

  1. Microsoft is keen to ensure that users have a consistent experience of using Dynamics 365 regardless of the device and screen it is being viewed on.
  2. Apps are changing the way we work with data and Dynamics is no exception to this.  Apps allow diverse modules to be connected and quickly deployed and shared.  They don’t need to be developed or maintained as separate forms for different kinds and sizes of device
  3. Regardless of how you access Dynamics 365, be it via desktop/laptop, mobile or Outlook, your experience will be the same, and that’s a plus!

What do we need to do now?

  1. Microsoft will have sent a notice of your transition date to the Power Apps Admin Centre and you should check this out. If you don’t already have a Dynamics 365 Partner we would suggest contacting one in plenty of time to make sure that all your customisations and integrations will continue to work.
  2. You could take this opportunity to refresh your Dynamics 365 solution. 
  3. There are also extended capabilities that you might want to take advantage of in the new UI

You may find this UI playbook from Microsoft useful in preparing for the transition

Will my customisations still work?

Dynamics 365 uses the PowerApps Component Framework which enables new ways of creating. visualisations for entering data.  This framework can then be used to design, build and deploy custom functionality in both Dynamics 365 apps and model-driven apps. That being said, you should really have a Dynamics 365 partner check this out before the transition date is upon you.

What else is new?

There are loads of new cool features in the Unified Interface.

  • Interactive dashboards
  • Visual filters to allow users to easily drill down to create views of the data they want to see.
  • Embedded Power BI dashboards can be accessed within Dynamics 365 and viewed on your phone
  • Easy docking and pinning of process flows so you can navigate to other areas without losing your place
  • Form tabs on Accounts and Contacts allowing easy access to related items such as documents or other data in Dynamics 365
  • Many features that reduce clicks and increase speed of access to the information most relevant to you. 
  • New timeline that reduces the ‘noise’ of activity allows filtering and choice of what to see

There more improvements to come but what is most important to note is that Microsoft aims to make the Unified Interface the only client interface for all Dynamics 365 apps from v9.0 onwards

What should I do next?

Planning the transition of your Dynamics 365 solution to the new UI may seem like a daunting process, however many businesses will find it comparatively straight forward with obvious benefits from the beginning if they have the right Partner to show them the way.

If you don’t currently have a Dynamics 365 Partner then Cloud 2020 would be happy to help you make this an easy and rewarding transition. 

If you would like to discuss this with us please don’t hesitate to contact us on 01453 796182 or by emailing either Wendy Clifford or Ian Bourne at sales@cloud2020.co.uk

Wendy Clifford is a Business Consultant with Cloud 2020 and is a non-techie techie fascinated by the positive changes a Dynamics 365 solution can bring to businesses.

You can follow her on twitter @wendyjclifford