The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client.
You open the Unified Interface from the My Apps area of your Office 365/Dynamics 365 portal. It displayed in ours as “Dynamics 365 – Mobile”. When you log in for the first time you will be presented with an entirely new user interface with new navigation and a very clean interface.
When you open a record you will notice several changes to the interface
There are “tabs” to sections of the form and to related information
Columns and areas of the form have been re-designed. Field labels do not get cut off any longer.
The New Activity Timeline is included in the Unified Interface (will not be available in browser UI). This area now displays combined activities (including custom activities), posts and notes in a single view and with a better visual. A filter option is also available allowing you to filter down to only the type of records you want to see (Past Due, New Posts, Notes, etc)
Relationship Insights is also displayed in the new interface.
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com