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Customer experience | Sales, Customer Insights,...
Suggested Answer

Help Newbie Getting the New Unified Interface

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Posted on by 15

Hi, firstly, I must say I'm no a Dynamics expert - far from it. I am a Dynamics "user" and am probably using all the wrong terminology. 

I'm really struggling with Dynamics. We use the online system for recording sales ops - that's it. Sorry I don't know if we use Dynamics CRM, Dynamics Customer Engagement, Dynamics 365, Dynamics Making My Head Spin - I don't know how to know. I think we are using Dynamics 365, but it wasn't called that when we started - at some point it (I think) because Dynamics 365. We just call it Dynamics. 

Anyway, Dynamics has looked like it was written in the early 1990s since we started using it, so I did some research on how to make it look more modern. I then found out about something called a Unified Interface. After much reading, I found an option in the admin centre called something like "Force Unified Interface" (a little switch thingy). So, I switched it on. 

Now when I go into Dynamics, all the navigation options on the top have moved to the left. But it now says "This is a legacy app and might have features or customizations that aren’t supported in Unified Interface. For best results, create a model-driven app for Unified Interface." I have no idea what it is talking about! My frustration is: I don't want to know, I use Outlook and Excel and Word 365 and I don't have to do anything except use them and I was kind of hoping that Dynamics would be the same but anyway... I read about this Unified Interface and from what I read, I need to develop a new "App" in Power App Maker (https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/transition-web-app-existing). Eh? I'm not a developer! It's like I;m being asked to write a new version of the Outlook client because Microsoft want to upgrade their back end systems!

But, I'm just a humble Dynamics user and just want it to work without looking so old fashioned - I don't want learn to make Apps. Or am I stuck with the old 1990s interface forever?

I think I must be complete misunderstanding what is needed here. Can someone help please?

Many thanks

PS. I also found the Dynamics Licensing Guide in my travels. https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf 60 pages!!! I;'m kind of used to "give me $x per use per month and you're good to go". If the licensing is 60 pages long, I'm wondering if Dynamics is the right thing going forwards if it needs a degree just to understand the licensing?

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at

    Hi Partner,

    I do understand that you are having difficulties in Navigating in UCI APP as compared to web client.

    For now you can use the web client by using Forceclassic=1 parameter

    ForceClassic =1 means that this UI is the classic UI of the web client app.

    forceUCI=1 means that this UI is the UCI UI of the Unified Interface app.

    Please refer to this article:

    how to change dynamics 365 crm web interface from uci to classic version

    Please refer to this article to learn about UCI:

    about unified interface

    The new Unified Interface brings all the rich experiences to any client that you are using. Whether you are on a browser, tablet, or phone, you will be able to consume similar experiences.

    Since UCI can adapt to different platforms, and the classic UI is only supported on computers, Microsoft now encourages users to use UCI and may abandon classic UI in the future.

    You can refer this article as well: https://docs.microsoft.com/en-us/power-platform/important-changes-coming#legacy-web-client-is-deprecated

    But if you do not like the unified interface, want the classic UI, you can change the behavior in the System Settings area. Please see below

    pastedimage1591427244577v2.png

    Once the Unified Interface is not set to the default UI, you will be landing on classic UI.

    pastedimage1591427244577v2.png

    I recommend that you add the URL of the classic UI as a browser bookmark. If you want to log in to D365, click on this bookmark to go directly to the classic UI.

  • mossygmail Profile Picture
    15 on at

    Hello Akash,

    I am more confused than ever.

    My question was, I think, asking for help getting the new interface. You have a long set of instructions for how to get the old classic interface and then some marketing on why the new interface is better. But, I already know why the new interface is better - that's why I want it. (But thank you for going to great lengths to confirm that it is better!)

    Let me ask the question a different way:

    How do I get rid of this warning: "This is a legacy app and might have features or customizations that aren’t supported in Unified Interface. For best results, create a model-driven app for Unified Interface"?

    Please don't point me at this: docs.microsoft.com/.../model-driven-app-overview - it gives me instruction on how to build my own model-driven app. I don't want to build anything and I don't have an IT department full of PowerBI developers - I just want it to work.

    Many thanks

  • Pratik Jog Profile Picture
    95 on at

    Hi mossygmail,

    To get rid of the warning , you'll have to create a new model-driven app or use the existing Sales Professional / Enterprise app (depends on the license your organization has). There is no other option to disable the warning message on the legacy app. Creating a new app is pretty straightforward and does not require Power BI developers.

  • Suggested answer
    mossygmail Profile Picture
    15 on at

    Hi Pratik, thanks for the reply.

    According to my Office 365 Portal, I have  "Dynamics 365 Customer Engagement Plan" license. Does that help?

    Can you please link to how I might use the Sales Professional / Enterprise app? I tried searching "how to use the dynamics 365 enterprise app" (I'm assuming that's the one I want?!) but to be honest, I don't know if what I get back is what I want. As I say, I really just want it to be like the web view (which the users are comfortable with) but without any of the "this is legacy" warnings.

    Maybe I should ask a different question: is this system just too "big and complex" for me because it needed dedicated Dynamics experience? It sure feels like it because it feels like it's one of those systems that is simply not designed to be "just used". It has a whole vocabulary, licensing, and change process that "feels" like it needs a dedicated expert. If it is "too big" for me, then I'll stop flogging the dead horse and move on.

  • Suggested answer
    Pratik Jog Profile Picture
    95 on at

    Yes i will suggest to have a dedicated expert for dynamics crm as the licensing model would also be changing & you'll need to transition to the new UI before 1st December 2020.Please refer below link.

    docs.microsoft.com/.../important-changes-coming

  • Suggested answer
    Lovita Miranda Profile Picture
    20 on at

    I think you should contact your Dynamics 365 vendor/partner to help you out with this.

    Mainly because

    1. We wouldn't know the customizations they have done so we wouldn't know what to include

    2. We wouldn't know what should be included in the app as per the different functions of users

    3. Lastly the user security roles needed to be assigned to make it work

    Therefor it would be better for your vendor/partner to handle it.

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