Everything About Dynamics Unified Interface Transition

Everything About Dynamics Unified Interface Transition


The Microsoft Dynamics Suite of business solutions includes famous packages such as ERP, CRM (now Customer Engagement Plan), and Financials. Dynamics unified interface transition applications used legacy web clients with different user-interface (UI) with little or no compatibility among them.

The Unified Interface Of UI and UX

The new Unified Interface offers seamless navigation and control across all business solutions of the Dynamics 365 suite. Mobile-first is the idea of driving all innovation, where a host of connected, diverse apps deliver a seamless UI and UX across devices and form factors.

Transitioning to the United Interface

From December 4, 2020, the legacy Dynamics 365 web clients will no longer be supported with task flows and process dialogues. In addition, corporations using legacy tools need help in dynamics unified interface transition to explore and exploit the new UI.

However, if you have not transitioned or are facing difficulties in carrying out dynamics unified interface transition changes.

Above all every minute you are not seeking help, you are letting competition win! Some of the most important features may not work or be open to customizations at all.

On the other hand, you can contact the experts at Dynatech Systems now, to get the best transition services and prepare your organization for the future.

Why has the Unified Interface introduced?

The Unified Interface is responsive and gives optimal and even triangulation, viewing, and contact knowledge on all devices, screen sizes, or alignments. The rich UX is for all to share and consume on your desktop browser, work tablets, or smartphone apps.

The new UI delivers consistent experiences across all Dynamics 365 apps, web clients, and application packages with a focus on becoming more app-centric.

In addition, the growing reliance on app modules to interact with other applications and to handle work streams makes it essential to have consistent in-app designs.

A uniform design also helps in quick deployment and module-level sharing for large & complex apps as well as small, targeted apps. After that, the new UI takes away the complexity and cost concerns, out the window in one strike.

How It Benefits You?

Many businesses that were long-time users of Dynamics 365 solutions’ legacy web clients, and had voluntarily migrated to the new UI, have reported significant benefits from it.

Further, we share some of the most significant findings for you and recommend the sooner you transition, the sooner your teams can benefit.

1. Advanced Navigation

The UI’s command bar is smaller and allows customization by users. The site map is readily available and is customizable and you can control what you wish to show at the app level.

Moreover, the quick transition between screens for opportunities, leads, and accounts improves productivity. The easily accessible menu offers system- and app-wide navigation shortcuts. You can pin frequently accessed data for quicker access.

With area switcher, users can switch from one work area to another— from sales to customer accounts or settings. All areas are now an icon fixed at the bottom of the screen.

2. Good Routine

The Dynamics Unified Interface specifically addresses performance issues over slower networks. The shared UI reduces server calls – only data and settings are transferred.

Microsoft shared statistics for performance improvements from clients who adopted the UI early.

So improvement in load times for:

Mobile app – 27%
Quick Create – 30%
Form – 37%
Dashboard – 45%
Grid – 63%

3. Make Alterations

Most importantly forms divided into sections hindered the users’ ability to quickly switch between them. The new unified Interface has replaced them with tabs to address it.

Now, instead of an unknown number of sections, and scrolling through them insistently, with tabs you can switch between details and summary and back, with just one click!

4. Immersive Homepage

The Unified Interface Only mode allows quicker access to apps. Users having access to only one app, do not have to land on the common home page and then switch to their app.

Users with one app assigned to them, now land directly in the app after sign-in in and can start using the app immediately.

Other users continue to see the common landing page and can choose the app from a list.

5. Taking Help Of Browser Skills

Modern browsers can do most of the heavy lifting in rendering the UI, so the Unified Interface does not repeat it.

The Unified Interface and most preferences are stored locally, and only data are transmitted over the network.

Moreover, ServiceWorker scripts allow leveraging features likewise push notifications and background sync.

6. Responsive Strategy

The mobile-first approach leverages the users’ experience in using responsive applications and adjusts automatically to any changes in screen size, device, and orientation. The users have a better idea, compared to legacy web clients, about their position on the page.

7. Enhanced Business Process-flow

As the data density in UI is less the process flow becomes smaller and compact. With the use of colour-coding, text formatting, and icons the process flow becomes easier to follow.

Users can add quick leads using lead fly-outs and qualify them once completed. This gives an easy way to sales opportunities in the dashboard.

The compact interactive dashboard allows more information per square inch of screen and gives more options to directly work with data.

How can Dynatech Systems support Dynamics unified interface transition?

The migration and transition for users of legacy web clients are planned carefully. Businesses can take this as an opportunity to re-engage with end-users and improve their process-flows, data-collection and processing ways, and create a modern UX.

Similarly, sharing ownership helps improve the adoption of the new system. It can treat the soft relaunch of the Dynamics suite in the organization.

Dynatech Systems is a Microsoft Certified Partner with experience in helping clients across business verticals and diverse industries in the manufacturing, trade, and services sectors.

Therefore, we can help your team by creating a virtual user persona in the test environment. This is done before starting the work on your apps.

Certainly, a parallel or pilot test app can help you identify and map key business processes, activities, and scenarios and how the Unified Interface can bring improvements to them.

In short, speak to our executive to learn more at sales@dynatechconsultancy.com. Dynatech Systems will handhold your users throughout the process and smoothly deliver Dynamics unified interface changes.

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