UX Design

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Hi my company are doing a 2 week review in its use of D365.

I'm the UX Designer and the company is a regulated financial services company.

There's great hesitation from the company to do anything that could break with releases but users are frustrated on how it works right now. I'm focusing on the Information architecture and persona views as a way to bring change, as I think much of the useful functionality and UI design doesn't stand much if a chance, but looking for 2 things:

1) last UX guidelines i can find are 2015, wondering if theres anything more recent. I haven't worked much with CRMs and wondering if theres useful config material for the team there

2) has anyone successfully configured decent looking UI design in D365 that doesn't break with Microsoft releases?

Thanks in advance.

Vicky

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Dengliang Li Microsoft Employee on at

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UX Design

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?
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Dengliang Li Microsoft Employee on at

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UX Design

Hi,

Please refer to the new version of the whitepaper below, which outlines the planning, governance, and management principles to consider when approaching user experience changes in model-driven applications on the Dynamics platform.

Transition to Unified Interface for Dynamics 365 Sales and Service | Microsoft Learn

Best Regards,
Dengliang Li