How Microsoft Dynamics 365 Unified Interface Compares to the Legacy Web UI
The new interface optimises displays to create uniform experiences by reflowing to fit any screen size.
This contrasts with the structure of the legacy / classic web interface that requires administrators to create and maintain multiple forms that fit varying screen sizes.
Through the Unified Interface, forms only need to be designed once and will automatically resize to fit any screen resolution or device.
During its Business Applications Summit in June 2019, Microsoft highlighted a series of statistics to demonstrate how the Unified Interface improves performance and reliability. These included:
- 63% improvement in grid load
- 37% improvement in form load
- 45% improvement in dashboard load
- 30% improvement in quick create load
Easily update Dynamics records on the go using mobile-friendly dials, switches and buttons which can also be added to guided flows for leads, opportunities, cases and any other processes.
Pin Process Stages
Within the Unified Interface, individual process stages can be pinned to keep this detail on screen when navigating through a record. For example, pin a lead qualification stage to the web interface and scroll down the record to check details, or update other details, while retaining access to the docked stage and this data throughout.
Left Hand Menu
A collapsible left-hand menu makes better use of space to simplify navigation.
A new timeline control replaces the Dynamics 365 social pane in the Unified Interface. This is a single control to instantly filter any interaction which can include notes, attached emails and tasks.
Embed Power BI Dashboards
While the legacy Dynamics 365 web interface couldn't easily embed Power BI dashboards, the new Unified Interface enables this capability out of the box.
With access to full Power BI dashboards within Dynamics, users are more easily able to discover data insights across any device.
From any record use the related tab to lookup contextual record types without navigating away from the current record display.
For example, within a lead record reference activities or marketing lists to dynamically open sub-grids showing this detail on the same record form.
Hover over any user or contact look-up field in Dynamics 365 to view summary details stored in the Common Data Service. Similar to Outlook style profile cards, this new capability includes phone numbers and email addresses as well as links to recent files and tracked emails.
Embed Canvas Apps
Add new capabilities within Dynamics 365, create rich visual areas and connect and display data from hundreds of data sources by embedding canvas PowerApps within record forms.
In the example above, we've embedded a PowerApps opportunity grid accelerator Power App that simplifies the process for users to add multile product items to Dynamics 365 opportunities and quotes.
Navigating List Views
When browsing records in a list view, a handy shortcut helps users quickly move to other records without having to navigate away from the record form, or open multiple windows.
Pop open the record set pane from any active record to see a list of the other records in this source view to seamlessly navigate to one of these items. For example, upon opening a contact record from a list view a user will be able to open the list of active contacts from within the record form to navigate to the next / preview record, or scroll through the list to quick to open another contact.
When users need to navigate to another Dynamics 365 hub on the same environment this can be quickly done using a switch control.
Less White Space
Within record forms the Unified Interface has less white space compared to the legacy web interface to accommodates more fields and data that helps users work within one screen.
Create Quotes As PDF
New capability has been introduced enabling sales users to generate quote templates as a PDF file using the Dynamics 365 for Sales app - as a result this will not be available within the legacy web browser.
Tightly Embed Sales Navigator
Thanks to new custom controls, LinkedIn Sales Navigator data can be more easily surfaced from within Dynamics 365 records to better connect with contacts.
- Unified Interface Transition Playbook [PDF]
- Approaching a User Experience & Unified Interface Transition [WHITEPAPER]
Unified Interface Reminder
Make a smooth transition to the Unified Interface before 1 December 2020 with support from our Managed Service team.