web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Why can't I see the drop down to manage an account?

(0) ShareShare
ReportReport
Posted on by 25

I have installed the Office 365 Groups solution and configured it to create Office 365 Groups for accounts, but not to auto-create them. I have been following this article, but when I try to follow the instructions for creating a group, I do not see a dropdown.

Here is the picture they provide:
pastedimage1592251954877v1.png
I do not see a clickable drop down. I see:
pastedimage1592252269375v3.png

My only thought on what the cause is that Dynamics has been updated and the drop down has been taken away. If this is the case, where can I access this drop down now?

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    You see different tabs on form. navigate to Related tab and you will see what you are looking for.

    This is new UCI UI and navigation has changed from previous version web client UI.

    If found helpful, Please mark my answer verified.

  • Verified answer
    Vasco Victorino Profile Picture
    Microsoft Employee on at

    Hi,

    You are comparing two different interfaces the legacy Web Client and the new Unified Client interface.

    Note that the new Unified Client Interface is not meant to be a replacement of the legacy Web Client.

    UCI is a new interface and not only the site navigation but some customization's or processes may need to be handled differently but in theory almost everything you are used to do on Web Client is also performed on UCI in a very similar way.

    UCI was also developed to be compatible and used in mobile environments as well.

    In addition legacy Web Client will cease to exist on December 1, 2020. All customers are expected to migrate their environments and use UCI until that date.

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

  • Vasco Victorino Profile Picture
    Microsoft Employee on at

    Like Bipin very well mentioned, you can find that entity "Office 365 Groups" on the "Related" tab.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 156

#2
ManoVerse Profile Picture

ManoVerse 153 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans