Supporting Your Move to the Dynamics 365 Unified Interface

Unified Interface Header

The clock is counting down to the withdrawal of the Microsoft Dynamics 365 legacy web client in October 2020.

Preact is increasingly engaged with its clients to enable the Unified Interface and transition users to the new experience. In most cases, this work is delivered through our managed service. Elements of the process we adopt will vary depending on individual requirements and the complexity of each Dynamics configuration but consistently it starts by enabling the Unified Interface in a test application.

In the first instance this enables a code check to be run. This will verify if any existing custom code including JavaScript on forms will be compatible. Further checks may be needed to establish if any third-party components or integrations will be supported.

This will also seek to highlight any gaps that may exist between the two interfaces. For example, if your organisation has been using Dynamics 365 / CRM for several years you may be working with entities and functionality which is now deprecated and unavailable within the Unified Interface. This may include Contracts, Process Dialogs, Service Scheduling and Task Flows to name just a few.

As we've highlighted in earlier posts, the latest interface includes new custom controls and capability to embed PowerApps. Recent Dynamics 365 updates have also introduced wider features which aren't available using the classic web client. 

Combined, these offer significant scope to enhance record forms that will make it easier for users to add and update data from any device. 

Moving to the responsive interface is an ideal opportunity to reimagine the layout of your forms in Dynamics 365. If you have a complex form structure with embedded HTML, or a more simple format, we will help to identify where improvements can be made.

During our checks and discussions we'll seek to identify where new features can be employed and offer guidance for the potential benefits of these.

An initial Unified Interface pilot will often be recommended to handle a small, high value use case, and we'll use the findings we've gained to design the new app. This will include the essential changes that have been identified from the code check and other steps. A selection of new features will be included as part of this build as appropriate.  

Once complete, the app will be deployed for a small user group to test. Feedback will then be gathered to make improvements. This is a key step as it may highlight some gaps not previously identified including dependencies on the legacy interface. These issues can then be addressed prior to a general rollout that will ensure a smooth transition.  

Initial testing should also spot positive experiences such as faster load times or a reduced number of clicks to highlight quick wins to strengthen the proposition when introducing this to the wider team.

To go live, we'll provide a full handover and support this with training for all users that will include a walk through of the new feature set.

These examples demonstrate just a few of the ways that Preact is able to help your organisation transition to the Unified Interface. Contact us to find out more and receive a quote. 

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