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Unified Interface: The Four “Need to Knows”

Does your company use Microsoft Dynamics 365?  If so, you should read this blog to prepare you and your company for a big, exciting change coming soon.  As Microsoft will soon be retiring the “classic” user interface and moving clients to the unified interface, here are a few things you should know about this change.

Why is this happening?

In 2018, Microsoft released the unified interface to its clients.  The unified interface was developed to design the interface for model-driven apps.  Over time, they have made improvements to this interface and are at the point where they are ready to retire the “classic” user interface and make the User Unified Interface (UUI) the standard.  The UUI eliminates the need for the old mobile app since it is responsive and can be used for mobile as well as desktop (meaning the user experience will be the same across all devices).

What will the update change?

The update will change the entire look and feel of Dynamics 365 CRM.  Microsoft has worked over the past two years to ensure the unified interface contains the same functionality as the classic interface while making some overall improvements.  Furthermore, certain elements of the classic interface are being deprecated, such as Process Dialogues and Task Flows.

How long will the update take?

Companies can select the date in which their organizations will move from the classic to the unified interface.  Once this date is reached, the update is instant as the change is applied immediately.  Users may need to clear their cache after the update takes place, but that is all.

What will happen if you don’t make the update on time?

Microsoft is moving to the unified interface for all online clients on December 1, 2020.  After this date, the web client will no longer be accessible to anyone using Dynamics CRM Online.

If you still have questions, check out the Microsoft Playbook that will give you step-by-step instructions on how to get started today.