Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customize Unified Inte...
Microsoft Dynamics CRM (Archived)

Customize Unified Interface in Dynamics 365

(0) ShareShare
ReportReport
Posted on by Roxana 689

Hi people!.

Please your kind help: We need to customize the Unified Interface, so we have these questions:

1-What is the right form recommended to customize in Unified Interface for Customer Service Hub?

The Default is not shown.  Example:  Contact

Instead is shown: The Interactive Experience is shown as default.

What should we use?.

2-Why does the Quick Find Search view is not visible in Unified Inferface configuration?, is only shown in Traditional Customization. 

Thanks in advanced.

*This post is locked for comments

  • Roxana Profile Picture
    Roxana 689 on at
    RE: Customize Unified Interface in Dynamics 365

    Thank you Kokulan.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Customize Unified Interface in Dynamics 365

    Hi Roxana

    On top of what you mentioned above, it is now possible to switch between forms on UCI.  I think this is feature is part of the Wave 2 (Oct 19) release. Please see the screenshot below

    2500.ScreenClip-_5B00_224_5D00_.png

  • Suggested answer
    Roxana Profile Picture
    Roxana 689 on at
    RE: Customize Unified Interface in Dynamics 365

    Hi,

    The recommended forms, are the ones default and checked in the "Model Driven App". Example: If you add de Model Driven: Customer Service Hub, for the Form 'Case', the default is: 'Interactive Experience form', so that one should be customized.  

    You can take a copy of it, previous customizing it, and deactivate this copy.

    The default form of an entity can change across the different hubs, For example: For Sales Hub and Customer Service Hub.

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... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans