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Identify Components/Features to update before Transition

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Posted on by Gary Joel

Hi there,

We are using Dynamics 365 and we have received a notification about the transition to the Unified Interface.

Is there any way to identify which components/feature I need to change in my Dynamics 365 before the transition?

Regards,

Gary Joel

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Henry J. 5,237 on at

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Hello Gary,

There are a few things you can do to assess what needs to be done for a successful transition the Unified Interface.
A very quick to achieve this is to turn on the Unified Interface on a test environment representative of your production, and see if you identify any issues performing your business tasks.
Quick start for transitioning your legacy web client application to Unified Interface

The Chapter 3: Transition of the Unified Interface Playbooks can also be of great help here: Unified Interface Playbook.

A good way to get started is to analyze your customizations using the Solution Checker.
Discover how in this checklist: Checklist: Unified Interface transition.

Henry

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Gary Joel 72 on at

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Thanks Henry. I updated the sandbox with the latest production version and transitioned to Unified Interface.

However, while testing I don't see any add button for CASE. Also where can I find the settings menu.

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Henry J. 5,237 on at

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Hi Gary, what do you mean "Add button for case"?

As for the settings, what setting are you exactly looking for?
This article might help: Quick Tip: How do I get to the Settings area from a Unified Interface app? - Unified Interface Community Community (dynamics.com)

Henry

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Gary Joel 72 on at

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Hi Henry,

what I meant was,

Under Service -> Cases, there is no way to add a new case. For others like Accounts / Contacts, there is an add button (+) available to add. But for cases it is missing. Screenshot added for reference.

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Henry J. 5,237 on at

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Hi Gary,

From your screenshot, it looks like the "New Case" button was customized and altered.
This might explain why it doesn't work or display correctly here.

If you need help troubleshooting this, can you open a Support Request here? https://admin.powerplatform.microsoft.com/support

Henry

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Gary Joel 72 on at

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Thanks Henry. I've reached out to the support team and they are looking into it.

One another question, when we resolve a case the Case Resolution Dialog box shows up in the legacy app. But it is not showing in the unified interface app. Do I need to enable somewhere to show up in unified interface?

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