Transitioning to the Dynamics 365 Unified Interface

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The Unified Interface uses responsive web design to make Dynamics 365 portable by reflowing records to ensure consistent user experiences across desktop, mobile and Outlook.

The legacy web client interface is deprecated as of September 2019 for Dynamics 365 Online. Microsoft says this will no longer be available from 1 October 2020 and customers must transition to the Unified Interface as soon as possible.

Microsoft is no longer investing in new features for the legacy web interface and future releases will only be available for the Unified Interface.

Expert help to support your move to the Unified Interface

Speak to Preact to understand more about the Unified Interface. We'll answer your questions and provide advice to help you make your transition from the legacy web interface including user training covering management of the new experience.

RELATED: Supporting Your Move to the Dynamics 365 Unified Interface

Request a callback now to receive advice from our consultants on enabling the Unified Interface. We will answer your questions and provide a fixed price quote to help you transition from the legacy client interface.

How does Unified Interface improve performance?

Microsoft has highlighted a series of statistics to demonstrate how the Unified Interface improves performance and reliability compared to the legacy web client. These include:

  • 63% improvement in grid load 
  • 37% improvement in form load
  • 45% improvement in dashboard load
  • 30% improvement in quick create load

What's new?

The Unified Interface supports custom controls enabling dials, switches, sliders and many other controls to be added that provide greater visualisations across forms and process flows to enter data.

A selection of custom controls available in the Unified Interface

The Unified Interface supports embedded interactive dashboards across all devices including mobile that enables embedded Power BI dashboards to accessed within Dynamics 365.

A new timeline control replaces the activity / notes panel that features new filters and visualisations that help users navigate record notes, posts, emails and tasks.

Visual filters help users interpret dashboards and list views before drilling down into the data.

Among the many navigation changes, the new UI enables users to pin guided process flows so these remain on screen when users navigate to other areas of the record form including form tabs. 

The return of form tabs and the addition of related items simplifies navigation to reduce clicks enabling users to quickly find detail which can include contextual records. 

Through a reference panel, users are able to access contextual information by switching between sub grids without clicking away from records or launching pop-ups. For example, on a contract record use the reference panel to toggle between related cases, open opportunities and entitlements.

Further improvements include embedded canvas PowerApps and Office 365 style profile cards with more updates announced for the October 2019 release wave.

Demonstrating Unified Interface

Learn more about the Unified Interface 

Download Unified Interface Playbook

Microsoft has published a planning guide to transition to the new Unified Interface. Download the guide to find out more about the new interface.

Unified Interface Playbook