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Microsoft Dynamics CRM (Archived)

Old UI vs new UI

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Rookie question here. D365 is fairly new to me.

I currently allow our key users to also use the old Polaris UI as a sort of "key user admin interface", whereas the new hubs is where the end-user experience is.  When assisting our customer using D365, I sometimes have to switch my customer back to the old lay-out, to use certain functions which are present in the old UI, but not in the new UI (eg.: Excel template/import/export, create a personal view, change the user language, use the hierarchy visualization, etc.). 

How do you guys handle this? What's best practice? Considering I don't have to go and jump through a bunch of hoops to get something working that's present OotB (if you use the old UI). 

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  • Suggested answer
    tw0sh3ds Profile Picture
    5,600 on at

    Well it depends who is the target user that I'm presenting the solution. For most of the Salesman for example, Unified Interface would be more than enough to handle all the necessary tasks (as it's usually working with activities, mobile devices etc). But in most cases I simply stay with the old UI, because there is always some "blocker" especially for more advanced users.

    If you cannot distinct the group of users that can use only Unified Interface (so the new UI), just stick to the old one. Maybe somebody else has better approach.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    The Unified Interface in general is the way to go if you want to add new functionality and features, but it is still lacking some things that are currently only available in the "old" UI.

    Some of these features will eventually be added to the Unified Interface, but until that point, the choice will be up to you.

    If you can't have your users stick to only one interface and not having to navigate back and forth between the interfaces, I would stick to the old UI.

    If your users can make by with only the features of the Unified Interface, go with that. That is the direction Microsoft is going, and you should consider a lot of the advantages of the UUI.

    Hope this helps.

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