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Unified Interface

  • 1.  Unified Interface

    Posted May 15, 2019 12:49 PM
    Hope you are all having a a great week.  I have a few questions about the UI.

    1. Any suggestions on how to replace hover tips when using the new UI - especially on a mobile device or tablet?  
    2. When switching over to the new UI, I know i will need to redesign my forms. On this, have you redesigned to put all required fields on the first tab?  Do you use the same form for mobile and on the computer (once on the new UI)?
    3. Is the same app recommended for a tablet - the Dynamics 365 for Phones?

    As always - thank you for your assistance!


    Laura Mortick
    Marketing Information Systems Manager
    Olathe KS
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Unified Interface

    Posted May 16, 2019 01:28 PM
    @Laura Mortick - To address your point number 2: I have found that utilizing the Tabs to group similar fields has helped greatly with navigation. There are some companies that have very large entity forms with many fields​. By grouping similar fields under a tab, it saves time from scrolling up/down on a really long form.

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

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Unified Interface

    Posted May 17, 2019 03:13 AM
    Re What fields to put on what tabs - I got some initial push back from users re tabs.
    Some of them expressed a preference for everything being 'on the same page' - even it it meant that page was a very long vertical scroll.
    But they are beginning to understand that tabs save them time and aid usability.

    One important tip - you can have the same field on multiple tabs - this can deliver a best of both worlds experience.
    Just unselect 'Only show unused fields'.

    Donal McCarthy

    Academy - Online Interactive Learning from Experts

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