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Transitioning to UI

  • 1.  Transitioning to UI

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hello,

    Our organization is soon going to begin the transition to UI.  Looking to those of you who have already, or are in the process of moving to UI.  My understanding is that it might not necessarily go as smooth as we would think/hope so looking for your insight on a few things:
    • Any big "gotchas" to watch for? 
    • How much time should we expect for texting, fixing, etc.?

    Thanks!

    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Transitioning to UI

    Posted 7 days ago
    ​First off, I would highly recommend copying production to a sandbox and test the complete transition there first. Are you using any modules like Field Service, Project Service, or 3rd part add-ons? If you are you are then you are definitely going to need to spend some time testing and modifying the upgrade of those modules or add-ons(at least 40-80 hours). If you are talking about just the core sale and service, you will not need to spend as much time. Assuming you are using D365 CE in the cloud, your instance is already upgraded and compatible and you just need to adjust the system settings to make it mandatory. If that is the case then you have a lot less work to do, but there are things you still need to do to prepare so your roll-out is smooth. Please provide a few more details around your specific deployment model, CE modules installed, 3rd party add-ons, and integrations. I can then provide a list of step/issues I have run into/recommend.

    ------------------------------
    Rob Pike
    RSM
    Minneapolis, MN
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  • 3.  RE: Transitioning to UI

    TOP CONTRIBUTOR
    Posted 7 days ago
    Thanks!
    I appreciate you sharing the things you have run into.
    We have sales installed, no 3rd party addons (we will be adding Click Dimensions soon), and have integration to our Data Warehouse.
    Have a great day!

    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Transitioning to UI

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Hi Diane,

    we are in the process of moving from On-Prem to the Cloud-version and also migrate to the Unified Interface in the same process.
    We already did that for our dev and testing environment.

    For us there were two Apps available out of the box
    • Dynamics custom (Web)
    • Sales Hub (Unified Interface)
    Both have the same data, so you see exactly the same accounts, contacts etc. in both of them.
    All our customizations of forms, custom fields etc. also automatically carried over to both of these apps. So we didn't have to start from scratch with the Unified Interface.

    The main effort for us was:
    • Adding new Icons to the entities, because our old icons were not shown
    • Fix the changes we have done with with RibbonWorkbench, these did not show in the UI
    • Create new FetchXML-based reports out of our old SQL-based ones
    • Because the UI shows sections with grey borders around them, we have to combine some of these sections into one again (we broke them up in the past, so they would work on mobile, which is not necessary anymore, because the iPhone also shows the UI)
    • Clean up the 'Related'-part of all entities, because this option is now much more visible than before
    • Disable any 'new' forms that were automatically created, like 'AI Insights' and so on, that we do not use

    All in all it was pretty painless. The total effort depends on:
    • How many developments you have in your system
    • How many custom entities and forms you use
    • What your personal goal is (you don't HAVE to have icons for all entities, you also do not HAVE to clean up all sections so that they look good)


    ------------------------------
    Johannes .
    Albis
    ------------------------------

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  • 5.  RE: Transitioning to UI

    D365UG/CRMUG ALL STAR
    Posted 7 days ago
    Hi Diane

    I presented a session this topic "Transition to the Unified Interface" at a recent Power Platform User Group and a few folks couldn't make it so I recorded it, it might provide some insight.

    Here is the link:
    https://youtu.be/suMEJ0W7-ZA

    Cheers
    Nick

    ------------------------------
    Nick Doelman
    Microsoft MVP
    Dynamics 365 Specialist
    Nick Doelman Co.
    ottawa ON
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    Conference-CRMUG_200x200


  • 6.  RE: Transitioning to UI

    TOP CONTRIBUTOR
    Posted 7 days ago
    Nick,
    Thank you!!

    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------

    Conference-CRMUG_200x200


  • 7.  RE: Transitioning to UI

    Posted 7 days ago
    Hi Diane,
    Some of the things I'm telling my clients to look out for that can make this more complicated:
    - If you're using javascripts on forms
    - If you're a Field Service implementation
    - If you're using anything else that's deprecated:

    Dialogs

    -https://docs.microsoft.com/en-us/power-automate/replace-dialogs

    Task Flows

    -https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/power-automate/business-process-immersive-experiences

    Service Scheduling

    https://docs.microsoft.com/en-us/dynamics365/customer-service/basics-service-service-scheduling

    Some API's being deprecated

    https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#some-client-apis-are-deprecated


    Otherwise - the feedback on the new interface - it's a cleaner design. As a former admin - I really wish model driven apps were around so I could have made my user's interface a better one without calling on developers.

    The two steps I suggest people start with:

    Read the FAQs

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface

    Review the playbook

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-playbook



    ------------------------------
    Angela Worland
    Microsoft Dynamics CRM Consultant
    Velosio
    Dublin OH
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    Conference-CRMUG_200x200


  • 8.  RE: Transitioning to UI

    TOP CONTRIBUTOR
    Posted 7 days ago
    Thank You Angela!

    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------

    Conference-CRMUG_200x200


  • 9.  RE: Transitioning to UI

    SILVER CONTRIBUTOR
    Posted 7 days ago
    I would echo the other posters recommendations and add a few of ours - we're about to complete our last end-user training session, and will flip the switch in a couple of weeks.

    Definitely have a sandbox environment and force that environment to use only the UI so you can test completely and set up security for the new model driven apps appropriately.  If you have any mobile deployments, you may have to make sure the users are connecting to the right 'App'.

    You can pre-build some apps and roll that out to your early adopters for feedback to catch any required design changes that will make the transition easier for the users. You can run both at the same time in the same environment.

    All of your custom entity icons will need new .svg images otherwise your users will be 'puzzled' with the default icon. (haha)... This is particularly important on the mobile interface.

    Consider adding more tabs to your forms to make needed information more available to the end users.

    Definitely do a full walk through of all custom code and remove any deprecated function calls. Pay particular attention to JavaScript and any embedded widgets or frames as the new UI can format the html quite differently.

    I was quite worried about our user adoption, but our early adopters picked it up right away, even before they were exposed to any training, and most seem to like it better.


    ------------------------------
    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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    Conference-CRMUG_200x200


  • 10.  RE: Transitioning to UI

    SILVER CONTRIBUTOR
    Posted 6 days ago
    We upgraded in January and had a few minor issues:
    1. Contact views that referenced the parent account were not displaying the parent account. We reported it to MS and the workaround is to remove and re-add the lookup field to the view.  It happened on some custom entities as well.
    2. Charts on dashboards were larger than normal so we had to decrease the height for most of our charts.
    3. If you have more than one app, make sure you understand how to add/remove security roles from the app permissions.

    Good luck - it's an adjustment but you and your users will like it!

    ------------------------------
    Johnny Bolton
    Project Manager
    State Volunteer Mutual Insurance Company (SVMIC)
    Brentwood TN
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    Conference-CRMUG_200x200


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