Dynamics 365: Unified Interface Introduction

Unified Interface was introduced with the release of Dynamics 365 Customer Engagement apps (V9.0) which is focused on consistent user experience across all types of screen sizes (i.e. Web Client, Phone, Tablet, etc.). User will be able to see a similar look and feel on all screens regardless of the device he/she is using.

Some of those capabilities available in Unified Interface include:

• Similar form experiences to update and view your records. User can move core record types to Unified interface (i.e. Accounts, Contacts, Leads, Opportunities, Activities, and Cases).
• Interactive dashboards across all devices to view data in a better way.
• Reference Panel for all entities supported in Unified Interface. Reference Panels can render Sub grids in one section through the Unified Interface (UCI). This is a very nice feature for better user experience to have all sub-grids in one section.
• Support of right-to-left (RTL) languages.
• Accessibility improvements with all experiences on Unified Interface.
• Timeline control helps to communicate with your team about communication with customer on a single page.
• Business process flows enhanced by docking a stage on your BPF which helps to complete complex steps in the stage.
• New navigation features are helpful not only to navigate between apps but also to recently viewed records and pinned favorites.
• Reflowing the components on the screen (responsive nature of the design adapts on any screen size).

Capabilities not yet on Unified Interface

Most of the core functionalities of sales and customer service have moved to the Unified Interface experience. Some of the features that are not yet on Unified Interface can be enabled for display as legacy dialogs in the Unified Interface through the hybrid experience:

• Custom styling of advanced chart properties (excluding colors and basic formatting)
• Composite address control
• Global notifications
• Admin experiences
• Editable grids on phones
• Learning Path

You want to enable the above features in Unified Interface? Click on this link

As per Microsoft documentation: These capabilities will continue to be unavailable in the Unified Interface and Microsoft is working to provide these in future releases.

Read-only entities on Unified Interface

The following are the entities that are currently read-only in Unified Interface:

• Connection Role
• KnowledgeArticleViews
• KnowledgeBaseRecord
• SharePointDocument
• SharePointSite
• SLA
• SLAKPIInstance
• Template
• Contract
• Contract Lines
• Contract Templates
• Case Resolution
• Service

Reference Links: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface