Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Moving to the Unified Interface

  • 1.  Moving to the Unified Interface

    Posted Aug 01, 2019 08:52 AM
    We are considering the move from the Classic view to the Unified Interface.  I have a list of questions I'm hoping you can help with:
    1. Is the classic interface going away at some point and everyone will be forced to use the Unified interface?
    2. From a user's perspective, what are the benefits and the cons?
    3. From the admin's perspective, what the benefits and the cons?
    4. Is there a utility that can be run to identify java or plugin code that may need to be updated?
    5. When looking at on of our forms via the Unified Interface, it appears that that the sections of the form that would normally need too be scrolled down to see, are now seen as tabs across the form.  Is this achievable now in v9 in the Classic Interface?


    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL

  • 2.  RE: Moving to the Unified Interface

    Posted Aug 01, 2019 09:42 AM
    Hello Mary,

    The web client is to be depreciated by October 2019 with a view to be discontinued a year later.
    The Unified interface is the way to go. You can read Microsofts Dynamics365 Unified interface doc for info.

    Alexandros Miaris
    IT CRM Analyst

  • 3.  RE: Moving to the Unified Interface

    Posted Aug 01, 2019 10:27 AM
    Hi Mary,

    Unified Interface is the way to go. And that is why Microsoft is pushing hard on making it the standard.
    It has a lot of benefits. Major one being the unified experience it gives, no matter what kind of screen you are on. The Business Process Flow is way better and consumes less space.
    Also, you can create multiple different apps for different group of users so that they see only the relevant options.

    From the admin perspective, the options have not changed much. Just that the admin will have to manage multiple different Apps that you create.

    In the classic interface, you can't have tabs like you have in Unified. that is another good reason to switch.

    Sunil Raheja
    Aha Apps
    Glen Allen VA

  • 4.  RE: Moving to the Unified Interface

    Posted Aug 02, 2019 04:30 AM
    With regard to your point 5, no you can't have tabs across in the "classic" interface. I, as do the others who have replied, strongly recommend you start planning your migration to the unified interface now.

    One thing that you should explore is the idea of apps. You can using a simple desginer, create an "app" which is just a collection of the entities, forms and so on that relevant to a department or job role. Ths gives a streamlined interface that only has the items needed. It is still the unified interface but you get to choose what's shown. You can already do selective hiding of entities and some commands using security roles but I think apps are the way to go.

    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd

  • 5.  RE: Moving to the Unified Interface

    Posted Aug 02, 2019 08:54 AM
    Hi Mary

    I see you have gotten a lot of feedback regarding moving to the new UI (just do it).

    For point #4 - you should explore the PowerApps solution checker (Dynamics 365 is a PowerApp).  If you are online, chances are it is already installed automatically as Microsoft was starting to install it on all customers a few weeks ago.​​

    The solution checker should identify issues with JavaScripts and Plug-ins.  It might not catch everything, but it is the place to start.


    Nick Doelman
    Microsoft MVP
    Dynamics 365 Specialist
    Nick Doelman Co.
    ottawa ON

  • 6.  RE: Moving to the Unified Interface

    Posted Aug 02, 2019 10:51 AM
    @Mary Cunningham - For Point 3-Admin's Perspective: Microsoft is getting there with the new admin site for Dynamics 365 & PowerApps.

    Here are the sites: ​​

    The first site is where you will create/manage the environments (instances).
    The second site is where you will do your typical admin things like manage solutions, entities, views, fields, forms, etc. With the new site, you will have additional options like Connectors and Microsoft Flow.

    And, what I meant by Microsoft is not quite there is that the new Form Editor experience doesn't have all the options like the classic experience. You can still launch the classic experience from the new experience. An example is that you can't see the many Field Properties options in the new experience like in the classic.

    Another example is that managing the Solution components is not very navigation friendly. If you open a Solution within the new site, you will see one long list of the components. Whereas the classic view has things broken into the categories on the left-hand side.

    Things are just some things to consider from an admin experience, but worth exploring in your Sandbox environment to see what works for you and what doesn't.

    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio

If you've found this thread useful, dive deeper into User Group community content by role