Moving to Unified Interface

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In this article, I am going to explain how you can enable Unified Interface in your Dynamics 365 environment. Besides that, I will also give other useful tips at the end of this article. There are two main options to enable Unified Interface in Dynamics 365 which are given below:-

Enable Unified Interface Only

Unified interface is based on model-driven apps. These apps help admins and developers to rationalize data and functionality as per user needs.

In order to achieve superior performance and usability, all the model-driven apps including those created for legacy web client runs in Unified Interface all the time when enabled “Unified Interface only” mode. What are model-driven apps, will be described later in this article.

As per Microsoft “Environments created before the scheduled release dates will not get this change automatically. Version 9.1.0.3448 onwards, administrators will have the option to change the environment settings to get the Unified Interface Only experience. It is recommended to switch to this mode by following the steps at How to enable Unified Interface Only.

For existing environments, it’s recommended that you:

Read What experiences are available in Unified Interface Only and understand how it affects end-users in your environment.

Test the changes in your Trial or Sandbox environments before applying to your production environment.”

Enable the hybrid Interface

When you enable the hybrid interface, core functionalities of sales and customer service will become available by using Unified Interface. Some common features of old legacy web client will not be available in Unified Interface which can be made available in hybrid experience. The names of those common features are given below:-

Advanced Find
Bulk edit
Merge records
Record sharing
Audit History

Follow these steps to enable hybrid experience

In the CRM, Go to Settings -> Administration -> System Settings
Select the General tab
Select “Yes” against the option “Enable embedding of certain legacy dialogs in Unified Interface browser client”.
Then press the OK button.

After enabling hybrid experience, you will see options (i.e. Edit, Merge, and Share) in CRM entities records. For example, you can see these options on Contact records

When you disable the option “Enable embedding of certain legacy dialogs in Unified Interface browser client” by selecting “No”, the options (i.e. Edit, Merge and Share) on CRM entities records will no longer be seen.

Model-driven Apps

Model-driven apps are component-focused which don’t require any custom coding to develop. Unlike canvas apps, where the designer has complete control over the design of the app, model-driven apps’ layout is based on the components you add in the app. Model-driven apps have the following main benefits

Component-based without any need of coding.
Unified Interface across a range of devices from desktop to mobile.
Design is fully compatible with the latest Dynamics 365 Customer Engagement.
You can distribute apps as a solution to use in other applications.

Convert Old Web Client based Apps to Unified Interface

Follow this blog: https://community.dynamics.com/365/b/dynamics365andazuresolutions/archive/2019/02/25/d365-v9-x-how-to-switch-old-web-app-to-unified-interface-using-model-driven-app-settings

A useful tip: If you want to see your existing dynamics 365 environments with old legacy web client interface, where you have enabled Unified Interface or Hybrid experience, use the query string parameter “forceClassic=1”. See the following screenshot how to use.