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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Transition from classic to unified interface

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Posted on by 1,081

Hello Community Experts,

We are using classic interface, we have received a mail to prepare to move to unified interface and the planned date is within 30 days

I have enabled unified interface only

My question is, is there anything else i have to enable and what all the challenges i may face during transitioning

Will all my previous customization and data be safe?

Do i need to backup anything?

Please guide,

Best Regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,081 on at
    RE: Transition from classic to unified interface

    Thanks for the help Henry

  • Verified answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Transition from classic to unified interface

    Hello Sumaira,

    I strongly advise that you have a look at the Unified Interface various Playbooks that contain a lot of information on Unified Interface.
    The first 2 chapters present the Unified Interface and how to quickly test it (as you mentionnes, by enabling the "Unified Interface Only" mode on a sandbox.
    Chapter 3: Transition is especially focus on switching to the Unified Interface: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-playbook

    Instead of just switching on the "Unified Interface Only" mode, I suggest that you adopt the Unified Interface either by using the Microsoft first-party apps (e.g. Sales Hub, Customer Service Hub, etc. - that can also be customized) or create your own new model-driven apps that will allow you to offer role-based experiences for your users (so for example a salesperson sees different navigation, dashboard, views, forms, etc. than a customer service person would. Simply create one a app per role, associate relevant security roles with these apps, and hand-pick what they should see).

    Now in regards to the email you have received: it means that we encourage you to validate a transition date. But if you are not confortable with the date or would like more time, you can request a different one, or simply not approve the date. In that case, when the initial proposed date passes, we'll suggest a new one, and we'll do this until October 2020, when the legacy web client will not be available anymore.

    If you haven't customized your application with unsupported or deprecated methods, the system should still work in Unified Interface, but we still strongly advise that you test your business scenarios. In any case, the data will not change at all, as all that changes is the user interface rendering.

    Henry

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