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Customer experience | Sales, Customer Insights,...
Answered

Help for switch to Unified Interface - form customizations gone?

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Posted on by 5

We have been using MS Dynamics 365 for several years.  A consultant helped us create a relationship between a stakeholder (a type of contact) and an opportunity.  We can still see stakeholders for an opportunity, but with the switch to the unified interface (with orange tabs?) we can no longer add new stakeholders like we could in the old interface (with green tabs).  The "Edit Stakeholders" section with the all-important + sign that allowed us to add a stakeholder is gone.   how do we get that functionality back?  We are very computer-literate, but know little about MS Dynamics.  please copy dvlamis@vlamis.com as I may not make it back to this forum.  Thank you.

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  • Suggested answer
    Roberto Ilidio Profile Picture
    on at

    Hi, 

    Can you please provide more details ? A screen shot of your Form Editor for example?

    Note that in Unified Interface Client (UCI), differently than classic Web interface, the sections are now showing as different tabs ( as below)

    pastedimage1601328005458v4.png

  • dvlamis Profile Picture
    5 on at

    Not sure how to make these bigger (new at the forum too!), but here's an example of our Opportuntiy editing screen.  Notice how we have a + on the right in the Edit Stakeholder section that can add a new stakeholder.  That's the current problem.

    8688.screen2.png3056.Screen1.pngscreen4.png1638.screen5.png4718.screen3.png

  • Roberto Ilidio Profile Picture
    on at

    So, you mean you are missing the "+" ( add button) in the Edit Stakeholder grid, right?

    pastedimage1601330891558v1.png

    Can you please share the screen shot of the same Grid in Unified Interface? Thanks in advance.

  • dvlamis Profile Picture
    5 on at

    Sure.  Yes, that's exactly right.  I actually never liked having to VIEW stakeholders (and roles) in one place and having to go to a different place to ADD stakeholders, but I had accepted it as just one of those things to live with.  But now we cannot add them at all (or at least I don't know how to).  Below is the whole screen we see now (there was a warning that we might be missing some capabilities of our form, but I don't know enough about the environment to resolve this issue):

    newscreen1.png

    it's as if our additional block on the form that allowed us to add stakeholders got "lost".  I don't know how we edit this new form to include that section.  I really don't want to have to re-develop the whole application just so we can add stakeholders.  perhaps we need a lesson in how to modify forms in the new environment?

    Thank you for your prompt attention.  I really would rather resolve this than to tell Microsoft "roll us back to the prior interface" because as I understand it, we HAVE to move to the new interface by December 1, 2020.  And, I bet there are new capabilities we would like to capitalize on anyway.   My problem is that there's *so* much documentation, tutorials, etc., I can't find the stuff I care about.  We just want to be able to manage opportunities, contacts, and maybe leads.

  • Suggested answer
    Roberto Ilidio Profile Picture
    on at

    Which options can you see in the 3 dots highlighted below, if you expand it?

    pastedimage1601333692495v1.png

  • dvlamis Profile Picture
    5 on at

    Yup.  Looked there.   Options are:

      Run Report

      Excel template

      Export connections

      See associated records.

    Maybe I just don't understand the data model.  This seems so hard and it should be so easy.

  • Verified answer
    Roberto Ilidio Profile Picture
    on at

    If you go to tab "Related", are you able to find the Entity Stakeholder and add related Records from there ?

    pastedimage1601334737344v3.png

    If not, You can add this, by editing your Form

    Login into the system with Sys Admin, Go to Advanced Settings 

    pastedimage1601334445746v2.png

    -> Customizations -> Customize the system -> Select the Entity -> Forms -> select the Form you are using ( if you have many Forms, you can go to Model-Driven Apps -> open the App and confirm which Form you are using for this Entity in this App) 

    -> Add the related Entity into the Form .> docs.microsoft.com/.../add-edit-form-navigation-related-entities

    Note that you should avoid perform customizations in the default solution if it is a managed environment.

    Please, consider open a Support Ticket with Microsoft, in https://admin.powerplatform.microsoft.com, if the explanation above is not clear and you prefer to get help to perform such customization.

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Check below link to enable New+ button on Stakeholder connection grid on UCI.

    passion4dynamics.com/.../

    Please mark my answer verified if i were helpful

  • dvlamis Profile Picture
    5 on at

    Roberto, your answer for using the "related" tab worked! Thank you!  Also, I noticed the related tab only shows up once I have saved the opportunity.  I've seen that before in MS Dynamics.  Thank you!

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