Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / What is the best way t...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

What is the best way to move an organization from legacy interface to unified interface?

(0) ShareShare
ReportReport
Posted on by waleedbinafzal 343

Hi,

I have just started working for an organization (25+ D365 users) where they are still using D365 for field service with the legacy interface. Now, I have assigned the job to move them from legacy to unified interface. What is the best approach for that? Knowing that all the users are very reluctant and doesn't like the unified interface, as they think the old one is more user friendly as compare to the unified interface. In that case, how to handle and tackle the users who are not willing to move (don't want to mess with something new, that's their main problem)?

Any help or suggestion in this regard would be highly appreciated. This is something I will be doing for the first time in my career, need some advice please. 

Thanks.

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hello Slava,

    Thank you for sharing this.

    One important consideration: this solution is a very temporary workaround, as the legacy web client won't be available anymore at some point after the full transition to Unified Interface (it will stop working even if you custom build the record URL to render in the classic interface).

    Henry

  • Suggested answer
    Slava Kostiuk Profile Picture
    Slava Kostiuk 40 on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    I want to complete the previous answers by introducing to you a simple free solution called "UDS Interface Switcher". You can install it here: https://uds.systems/add-ons/interface-switcher

    You can easily switch from some record or view on the new interface to the same record or view on the old interface. That could make feel users more comfortable and it will make less pressure if you will ask them to use the Unified interface. Time to time users could switch and find some things that the can`t find in the UCI.

    It`s just one button, installed to the environment in 2-10 minutes. But helps a lot for Online CRM user.

    switching.PNG

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hello, 

    For guidance on best practice on how to transition to Unified Interface, please refer to these Microsoft resources:

    1. For Field Service specifically, you will find that Playbook very useful as well:
    https://community.dynamics.com/365/fieldservice/b/fieldservice/posts/dynamics-365-field-service-upgrade-playbook

    2. Unified Interface playbooks. Chapter 3 in particular focuses on transition
    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-playbook

    3. Unified Interface transition checklist
    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/checklist-transition-unified-interface

    Henry

  • Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hi Waleed

    In that case, I recommend picking a small group of more IT savvy users as a pilot group. Train those users, explain the different behaviours and get them use the Unified Interface app (in parallel with the older legacy web client). Since those users are IT savvy, it will be easier to train those users and they will be more inclined to use the new interface and see the benefits of it.

    Then, slowly roll out the access to more and more users with similar training and let the super users from the pilot group to help the new users in transition process.

  • Verified answer
    mobeenmohsin Profile Picture
    mobeenmohsin on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hi Waleed,

    The user training can be arrange for end users where you can guide them how to operate system in new interface and if any issue you can always contact Microsoft support. Thank you.

    Best Regards,

    Mobeen Mohsin

  • waleedbinafzal Profile Picture
    waleedbinafzal 343 on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hi Mobeen,

    Thanks for sharing your experience. Appreciate.

    However, I would like to know how you managed the users training? Is there any user training you provided while moving from legacy to UCI?

    Because, normally the users are familiar with the system and moving to UCI must not create as such issue. In our case also, the users are using the legacy interface from quite some time. Do we have to arrange user training for them? What do you suggest in this scenario?

    Thanks,

    Waleed.

  • Suggested answer
    mobeenmohsin Profile Picture
    mobeenmohsin on at
    RE: What is the best way to move an organization from legacy interface to unified interface?

    Hi Waleed,

    Hope you are doing well.

    We have supported multiple customers to move Field Service from legacy web client to UCI, we have to follow below approach in order of successful migration:

    1. Firstly, we need to know and convince end users that legacy web client is going to be deprecated soon so we must have to move to UCI and Microsoft is always here to help customers if they have any issue.

    2. Secondly, we have to create sandbox instance and copy latest production environment.
    3. Then we have to upgrade field service to latest version at sandbox instance which is latest copy of production.

    4. Once the sandbox instance have latest field service upgrade, we can ask end user to perform the end to end testing and you might need to change customization according to UCI.
    5. If any issue happened during testing phase, you can raise the issue with product team.

    Hope it will help. Thank you.

    Best Regards,

    Mobeen Mohsin

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans