ERP Software Logo1

Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process

 
 

Bond Consulting Services

#Technical | How to get the new Unified Interface with Dynamics 365 by Steve Jones


Email | Print

In April, Microsoft officially launched the new user interface for Dynamics 365 Customer Engagement, dubbed the “Unified Interface” and renamed the existing UI as “classic mode.”

The new look and feel enhances the experience for users who utilize the system for everyday work, from sales executives and customer service reps to project team members and field workers, while retaining the “classic mode” for more advanced functionality typically reserved for admins (running reports, configuring fields, etc).

 

Three reasons why your team should be using the new UI:

 

  1.  It is faster - When using the new UI you’ll immediately notice that loading times have been drastically reduced. Moving between entities, creating records, and updating fields is quick and easy.
  2. It is cleaner - The look and feel uses current design standards for web applications, making the experience more in line with what people are used to. Those familiar with Salesforce will feel right at home. Action items have bold colors, tabs separate data and limit scrolling, and whites and grays are used extensively to divide data for easy consumption.
  3. It is mobile - The “Unified Interface” will respond and adapt to the size of the browser, allowing for ease of use on all devices, screen sizes, and browsers. Users will no longer need to rely on a native app to access their data, rather they can simply go to https://home.dynamics.com to access their apps.

 

How do I get the new UI?

The new UI is currently available in two flavors:

 

Hubs

  • Hubs come pre-configured and can be activated within the Dynamics 365 admin, if not already installed. These include:
    • Sales Hub, Customer Service Hub, Field Hub, Project Hub

 

Custom-Built via PowerApps

  • A small group of traditional Dynamics 365 functionality is not available yet in the new UI and the Hubs have certain limitations as well.
  • You can, however, create your own apps via PowerApps and add some of the missing features or even create a custom experience for your users.

 

According to Microsoft, the gap between "classic mode" and "unified interface" will continue to shrink, though I do not know for certain if the "classic mode" will ever be fully retired. For now, I suggest using the hubs for basic day to day use and then switching to the "classic mode" for when reports need to be generated or configuration is needed.

Comments are closed.