Deadline to Move to Dynamics 365 Unified Interface Announced | Soluzione

Finally, The Deadline to move to Dynamics 365 Unified Interface announced.

On October 1, 2020, Microsoft will deprecate (End Support) the Dynamics 365 legacy web client, along with process dialogs and task flows. User that are currently using the web client for some or all workloads must complete transition to the Unified Interface before October 1. Microsoft is urging users to move to the new UI as soon as possible.

Here is why you need to act now.

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.

Every organization using the old web client of Dynamics 365 should prepare well for the transition now, as a last-minute shift can be a problem, as some of your system customization may not transfer properly.

How Unified Interface affects you?

The Unified Interface was launched by Microsoft in 2017, intending to make it the only client interface across all Microsoft Dynamics 365 apps. This Unified Interface is currently the default interface for the Dynamics Apps for Outlook, Dynamics mobile app, and all new Dynamics 365 app modules.

Below are some of the benefits of switching to the Unified Interface.

The earlier your organization transitions, too, the faster you can expect to experience the following:

  • 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.

  • Area switcher now allows users to switch from one area to another—sales to app settings, for example—by simply click of an icon on the bottom of the page.

  • New Interactive dashboards in the Unified I are condensed so users can view more information at once and interact with data directly.

  • Form improvements: UI replaced sections with tabs, allowing users to quickly and easily move to different areas within the form. The web client doesn’t 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.

Conclusion:

For additional planning and execution support, Microsoft Gold-certified partner, Soluzione is helping its clients quickly and successfully transition from the Dynamics 365 web client to UI. Our team of certified project managers, technology experts and service professionals can ensure your custom processes transition to the Unified Interface smoothly.

Contact Soluzione for a fast and affordable transition service to the Unified Interface.

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