Brian Begley, owner of enCloud9, began our Unified Interface webinar by discussing the basics of the Unified Interface (what the UI is, and what it means to Dynamics 365 users). The UI is Microsoft’s effort at a single user interface that works across all applications and devices that use Dynamics 365. Microsoft has announced that as of October 2020, the legacy web client will be deprecated (no longer available). Dynamics 365 users must transition to the Unified Interface prior to that date.
Brian then discussed many of the UI’s best features for improving productivity, as well also giving a roadmap to a successful migration. Some of the topics discussed included:
Deploying and creating hubs.
Optimizing forms and views.
Editing the new application canvas.
Best practices for a successful migration to the Unified Interface.
Why Wait? Start Enjoying the Many Benefits of the Unified Interface Now.
As mentioned previously, after October 2020 the legacy web client will no longer be available. You can wait until that time to fully embrace the Unified Interface or you can start enjoying the many benefits now. Some of the major benefits are:
Dynamics 365 is much more responsive and faster than before
Forms and views load faster
Hubs allow the CRM user interface to be broken up by jobs
Timeline, filtering, and sorting abilities are more powerful
Business Card Scanning
Test Drive of the UI
After discussing a few of the many benefits of the Unified Interface, Brian went into a live demo of the UI. Brian demonstrated not only how quick and easy it is to navigate through the UI, but also the enhanced timeline and activity features available in the UI (such as adding notes and loading filters). Brian also showed the improved reference panel. Certain features, such as business card scanning, are only available in the Unified Interface. Microsoft has announced that in moving forward, new features introduced will only be available in the UI.
EnCloud9 Ensures a Smooth Transition To the UI
enCloud9 has successfully moved dozens of clients to the Unified Interface and understands the steps to a smooth transition. Change doesn’t have to be scary! Let the experts at enCloud9 take the uncertainty off your shoulders and build out a migration plan for you. Contact us today to begin planning your migration to the UI.
Want to Learn More?
Of course, the best way to learn something is to immerse yourself in it and experience it firsthand. Do you want to learn more taking the plunge? In addition to our Unified Interface Webinar, you might enjoy reading a blog we wrote recently - Take the plunge into the Unified Interface. Here are some other great resources from Microsoft on the UI that we found:
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