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Transition to Unified Interface

  • 1.  Transition to Unified Interface

    GOLD CONTRIBUTOR
    Posted 30 days ago
    We started using Dynamics 365 in November 2019.  We are on the Cloud.  We are using the new Unified Interface in all of our environments, but I got notified today that we are scheduled to automatically transition on Aug 7th.  They want to do Production before my Sandbox.  That seems backwards, as I'd want to test in the Sandbox first.

    But my question is, how do I know if I actually have it installed already, and how does Microsoft not know this?  I Installed Wave 1 2020 back in April.
    I've read lots of blogs and documentation, but none seem to fit my understanding of where we are in this process.  I was under the impression that when we originally installed we were on the new Unified Interface.

    Thanks in Advance.

    ------------------------------
    Tina Silver
    Sr BSA, CSM®
    SR Smith, LLC
    Canby OR
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Transition to Unified Interface

    SILVER CONTRIBUTOR
    Posted 30 days ago
    Hi @Tina Silver,

    Great questions! You may have access to the Unified Interface and yet not be using it. In your environment, you will have many different apps, and some will be in the Unified Interface. For example, the Sales Hub is the core app provided by Microsoft in the Unified Interface geared at sales.

    You know you're using the Unified Interface if your site map (navigation menu) is along the left side of the screen and not along the top. Typically, users are in the Dynamics 365 - Custom app until they start using apps; this is the legacy client.

    Now regarding the transitions mentioned in your email, you can request a new date for each environment so you have more time in a Sandbox first. Use the link in your email to do this, but it should take you to https://runone.powerappsportals.com/. They will not flip it to Unified Interface without your confirmation, so no need to fear. You can request dates throughout the year, but all remaining environments are forced onto the UCI on December 1, 2020.

    And to clarify what they actually will do is flip a setting "Use Unified Interface only" to yes. This setting is found in the Power Platform Admin Center under Behavior. This can be done on one's own without the need for Microsoft to intervene. 

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/transition-web-app​​

    Hope this helps! Let me know if you have any follow-up questions. We're going through the transition ourselves.

    ------------------------------
    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Transition to Unified Interface

    GOLD CONTRIBUTOR
    Posted 29 days ago
    Thanks Chad!  I do have the site map on the left side.  I am using Customer Service Hub, Sales Hub, Sales Team Member, and Customer Service Team Member.  I also checked in the Behavior section and "Show legacy app to everyone, not just admins" is set to Off.  I'm pretty sure I have already transitioned based on our initial installation, but I'll let the transition happen in my Sandbox and confirm.  I moved my PROD date out past the Sandbox date so we have time to test.

    ------------------------------
    Tina Silver
    Sr BSA, CSM®
    SR Smith, LLC
    Canby OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Transition to Unified Interface

    SILVER CONTRIBUTOR
    Posted 29 days ago
    If you're using those applications, then you're golden! You should have nothing to worry about. The setting of particular interest that is flipped when they make the transition is the one shown in this image: "Use Unified Interface only". Can you check this setting? The only reason you should receive an email for an environment is if this setting is still set to "No".
    Setting to force the environment onto the Unified Interface


    ------------------------------
    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Transition to Unified Interface

    GOLD CONTRIBUTOR
    Posted 29 days ago
    Mine is set to Off.  I can switch it to On, so that is great.  Does this mean that after Dec 31st that option won't be available anymore?

    ------------------------------
    Tina Silver
    Sr BSA, CSM®
    SR Smith, LLC
    Canby OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Transition to Unified Interface

    SILVER CONTRIBUTOR
    Posted 29 days ago
    That's right! As of December 1, Microsoft will flip that to On for any environments where it is still set to Off. If you flip it to On, then Microsoft will actually stop sending you emails about switching you to the Unified Interface (at least for that environment). From what you're telling me, I imagine you won't notice any difference once you turn it to On.

    ------------------------------
    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Transition to Unified Interface

    Posted 18 days ago
    Does flipping the switch do anything else? The reason i ask this is my organisation wants to test what will break in UCI and i only discovered today that all the environments seem to be set up for UCI i haven't done anything? So just by using the normal url but with ?appid=37af79de-eeb2-e811-a953-000d3a2cbad9 seems to switch the interface to UCI so can we test on that basis before  turning the switch? I thought that Microsoft were also changing the api?  we have some web pages and integrations that push stuff directly into the CRM

    ------------------------------
    Steve Whitcher
    Dynamics Developer
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Transition to Unified Interface

    TOP CONTRIBUTOR
    Posted 18 days ago
    Steve,

    I would say integrations that are putting data directly into CRM will most likely not need to change. I don't think any org service methods have changed or have been deprecated or removed. You can check here: https://docs.microsoft.com/en-us/power-platform/important-changes-coming, but my experience has been that with both 2020 Release Wave 1 and the Unified Interface transition, it has been front-end changes. One sort of back-end/data issue early on was that the "site" entity was read only in the UCI. Microsoft said that was by design because they were changing over to a different entity model for service scheduling. However, they acknowledged that some organizations were using the site entity for things other than scheduling, so with one of the updates it became read/write in the UCI. I think it was Release Wave 1 when I noticed it was writable again.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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