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Creating Personal Views and Filters feature not available for UCI on On-Premise Version (D365 On-Premise)

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Posted on by SachinLade

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Hello All,

We are using D365 On-Premise version 9.x

We are using Unified Client Interface for our implementation. I am not able to create Personal views or filters for the same.

Let me know if I am missing any settings.

Any help would be much appreciated !!!

Regards,

Sachin

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Henry J. 5,237 on at

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Hi Sachin,

The version of the Unified Interface that is available on Dynamics 365 Customer Engagement (on-premise) v9.0 is very limited compared to online.
As this was the first early version of Unified Interface, a lot of the legacy web client features were missing, such as creating personal views or having on-par filters on view columns.

There is nothing much you can do, apart from either migrating online or waiting for a potential new version of on-premise that would bring the latest improvements of Unified Interface to on-premise customers.

Henry

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Brandon Sambat on at

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Hi Sachin, thank you for using the Dynamics Communities. At this time, the "Create View" feature is no available for On Premise UCI. One workaround is to create the personal view within the Web Client and the view should be available in UCI.

This has been suggested on our ideas page experience.dynamics.com/.../.

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souheil 5 on at

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Hi everyone.

Any update is available now fixing this issue?

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Henry J. 5,237 on at

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Hi Souheil,

As far as I know, there are currently no public details on an updated version of Dynamics 365 Customer Engagement for on-premises customers. I'll try to keep you updated as soon as there is something I can share here.

Henry

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Henry J. 5,237 on at

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Hello Souheil,

The v9.1 version of Dynamics 365 Customer Engagement on-premises is around the corner and is planned for Q2 of 2021.
With a few limitations that will be documented, it should contain an updated version of Unified Interface that will be close to the capabilities that were released in the October 2020 online version (2020 Release Wave 2).

Henry

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Gazza1968 10 on at

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Any news on dates for this, Microsoft were meant to announce dates in March but I've heard nothing ?

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Henry J. 5,237 on at

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I don't have an official update but last I heard internally, this should be around the corner.

Here is the official blog post on this: Next on-premise update brings the latest version of Unified Interface | Microsoft Power Apps

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Henry J. 5,237 on at

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Hi,

Dynamics 365 Customer Engagement (on-premises) SP1 version 9.1 is now officially available

See the official announcement here: Dynamics 365 Customer Engagement (on-premises) SP1 version 9.1 is now available | Microsoft Power Apps

Henry

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