New Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) Coming in October 2020

The new Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) provides an enhanced, responsive user experience from all platforms, ensuring a cohesive experience from all your different devices. It will be available on October 1, 2020 for everyone, but some users already have the option of switching over to the new interface. Here’s what you need to know first.

What are the benefits of the Unified Interface?

This new interface will provide a modern, responsive design for an improved experience on mobile devices, such as tablets and phones. The navigation will be improved and pared down for ease of use, making it possible to switch between apps more conveniently. The user experience will also be simplified by role, ensuring that users only see what they need to perform their role and tasks.

What does this mean for your organization?

We expect this transition to be smooth for most organizations, but older forms and dashboards may need to be adjusted. For the time being, it is possible to switch back and forth between the current interface and the Unified Interface: we recommend using this opportunity to test features and forms to ensure that they work, and make any adjustments as needed.

Keep in mind that some user training might be required, as it will provide a different user experience altogether.

How to transition to the new interface?

To ensure a smooth transition to the new interface, JOVACO recommends the following steps:

• Switch your sandbox (test) environment to the new interface as soon as possible to analyze how it can affect your processes.
• Create your model-driven apps (no-code or low-code applications for specific needs) if necessary and configure the settings and security for them.
• Test your modifications.

Of course, we also recommend getting in touch with your partner should you require assistance through this transition. Your partner can help you evaluate your code to identify if it will remain functional once the unified interface has been put in place. They can also offer advice and recommendations regarding the use of new features and help with the development of model-driven apps.

By JOVACO Solutions, Microsoft Dynamics 365 implementation specialist in Quebec