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Missing functionality in unified interface

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  • 1.  Missing functionality in unified interface

    SILVER CONTRIBUTOR
    Posted Aug 10, 2018 04:54 AM
    Advanced find is known to be missing from the new UUI - is there any information about this being added?

    I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

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    Pete Axtell
    Winton
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  • 2.  RE: Missing functionality in unified interface
    Best Answer

    TOP CONTRIBUTOR
    Posted Aug 13, 2018 01:10 AM
    Edited by Niels Lønberg Aug 13, 2018 05:29 AM
    @Pete Axtell,

    Advanced Find is coming this month as a 'Hybrid Experience':



    The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

    The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

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    BR,
    Niels
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  • 3.  RE: Missing functionality in unified interface

    TOP CONTRIBUTOR
    Posted Nov 13, 2018 01:51 AM
    @Pete Axtell​,

    I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


    And here's the hierachy:

    Moreover, the Live Organization Charts should also soon be available for Accounts:



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    BR,
    Niels
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  • 4.  RE: Missing functionality in unified interface

    SILVER CONTRIBUTOR
    Posted Nov 20, 2018 07:38 AM
    Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

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    Pete Axtell
    Winton
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  • 5.  RE: Missing functionality in unified interface

    TOP CONTRIBUTOR
    Posted Nov 22, 2018 04:39 AM
    Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed.


    So it's probably somewhere between today and the end of March '19.


    It is mentioned here on the October '18 Release Site. However, it's not listed on the

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    BR,
    Niels
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  • 6.  RE: Missing functionality in unified interface

    TOP CONTRIBUTOR
    Posted Nov 22, 2018 04:43 AM
    There's a video available from Microsoft Ignite, if you want to find out more. You can find it here.

    I'm hoping that the live org chart feature will also be made available for other entities going forward. It would definitely add a lot of value for my organization, if we could use it on Opportunities as well.

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    BR,
    Niels
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  • 7.  RE: Missing functionality in unified interface

    TOP CONTRIBUTOR
    Posted Dec 11, 2018 08:04 AM
    @Pete Axtell,

    The Live Org Charts feature is now showing up in my EMEA instance.  It's available from the ribbon on the Account form:



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    BR,
    Niels
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  • 8.  RE: Missing functionality in unified interface

    Posted 10 days ago
    Hi Neils,

    I noticed that you have the traditional View Hierarchy in Unified Interface.  Is there a specific way to enable this?  In all honesty we want the traditional one (e.g. parent companies) rather than the company org chart which is of less use to us.

    Thanks

    Dave

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    Dave Harris
    cloudThing
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  • 9.  RE: Missing functionality in unified interface

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Dave Harris,

    The 'View Hierarchy' button will on be visible from the ribbon on Accounts in Unified Interface when 'Parent Account' contains data (Hit refresh for the button to appear). You don't have to enable anything.

    The small icons that appear in the left of views in Classic Interface still hasn't made it to Unified Interface, so you will have to include 'Parent Account' as a column in your view if you want to see that.



    ------------------------------
    BR,
    Niels
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