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Welcome to the future - Unified Client Interface

  • 1.  Welcome to the future - Unified Client Interface

    SILVER CONTRIBUTOR
    Posted 10 days ago
    ...or is it?

    What's everyone's thoughts on the UCI?

    It's obvious Microsoft are seeing it as big and it's going to be more and more focused on - they've already shown that in every way UCI is the way forward in their eyes through various channels but I was interested in gauging the thoughts from the variety of people within the CRMUG community.

    Is it a game changer for you? Will you be rushing to use it? OR do you not care about it and have no intentions on using it unless you have too?

    I do have my own thoughts but I'll save them for later if a discussion does get going.

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    Matt Beard
    Senior Software Engineer
    Data8
    Chester
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  • 2.  RE: Welcome to the future - Unified Client Interface

    TOP CONTRIBUTOR
    Posted 10 days ago
    ​I have a related question - We have upgraded our sandbox and I cant figure out how to enable the Unified Client Interface. I did what I thought I should do, but I cant seem to figure it out. I feel like an idiot! :)  Can anyone help?

    Laura


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 3.  RE: Welcome to the future - Unified Client Interface

    Posted 9 days ago
    Hi Laura,

    You should be able to access/view the new UI by selecting the Customer Service Hub under My apps.

    *note: I believe the Hubs available are dependent on which Apps you have licensed (I.E Sales, Customer service, Etc)

    Additionally, you can access a hybrid experience of Sales & Customer service by following this Article: Enable the hybrid experience

    Source Info: About Unified Interface Dynamics 365 Customer Engagement 

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    Bailey Moss
    Account Manager
    mscrm-addons.com
    Atlanta, GA
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  • 4.  RE: Welcome to the future - Unified Client Interface

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Edited by Donal McCarthy 9 days ago
    @Laura Mortick Site maps in default and existing solutions need to be upgraded to the Unified Interface from the App Designer (see image below)
    There is no way back so proceed with caution!
    To get an upgrade of the default solution, import the app from your sandbox and covert this as you will need an unupgraded version to work with.
    There is however, no real point, apart from the novelty of it, in upgrading the default solution, as most of the admin stuff is better access via the refreshed UI.

    I think the Unified Interface will be great for the ordinary user. Admins and power users will have to wait until v10 to fully transition, if even.



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    Donal McCarthy
    BrightWork
    Galway
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  • 5.  RE: Welcome to the future - Unified Client Interface

    SILVER CONTRIBUTOR
    Posted 9 days ago
    I think the Unified Interface will be great for the ordinary user. Admins and power users will have to wait until v10 to fully transition, if even.

    That's the sort of quote I was intrigued about seeing. As a business, we use Dynamics but everyone can pretty much access everywhere within CRM (they might not be able to access the records themselves based on security roles etc of course) and I wondered are we the exception there or are others like that?

    I can see the UCI and the PowerApps being great for limiting peoples access in different places (i.e. a call centre who just call Leads) but for users who go everywhere, I think the UCI is too big a jump to enforce.

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    Matt Beard
    Senior Software Engineer
    Data8
    Chester
    ------------------------------



  • 6.  RE: Welcome to the future - Unified Client Interface

    Posted 9 days ago

    I'm not a fan of the UCI.  We don't have anyone in strictly a Sales role, or strictly a Customer Service role.  They all bleed over within one another.  Our consultants are entering opportunities when we get scope changes and support projects.  Our sales reps review support tickets to see if there's an opportunity to upsell.  From what I've seen so far, pigeon holing people into individual modules, AKA hubs, is a pain in the neck for our organization.

    I found a workaround for it in our Sandbox instance so that my testers can test in the legacy environment - in your URL, you'll see 'forceUCI=1'.  If you change that to 'forceClassic=1' it will pull up the legacy web interface.  I don't know how long it will last, but rather than having to stop developing and complete training on how to work with UCI, then conduct a user training session, this allows them to keep doing what they're doing until we get to a development stopping point.



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    Jonathan Hoffman
    Project Administrator
    Blue Horseshoe
    Carmel IN
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  • 7.  RE: Welcome to the future - Unified Client Interface

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Jonathan Hoffman - You can actually create your own custom "hubs" and not get pigeon-holed as you mentioned. See my prior post in this thread. This may change your outlook on the new UI.​

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    Aaron Back, MCP
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 8.  RE: Welcome to the future - Unified Client Interface

    Posted 9 days ago

    @Aaron Back, MCP

    I saw that after I posted - this forum is bookmarked so I can go through and get it all figured out once we promote our development.  Thanks!​



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    Jonathan Hoffman
    Project Administrator
    Blue Horseshoe
    Carmel IN
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  • 9.  RE: Welcome to the future - Unified Client Interface

    Posted 4 days ago

    I'm struggling with UCI.  Testing solutions we're developing is proving to be quite a headache with the changes that rolled out.

    In my sandbox environment I've created a custom entity with a main form and default views.  On the entity information page, I selected 'Service' under 'Areas that display this entity'.

    In order for my testers to access CRM, I then created an app called 'Sandbox' which uses the default sitemap and default solution.  I've confirmed in the app editor and in the customization menu that my Sandbox app contains my custom entity.  Then I updated the Customer Service Hub app to include the custom entity, form, and default views, then saved and published both apps.  Neither one of my apps showed the solution in the site map like I expected it should since I added the entities access to the app.

    Why didn't the apps Site Maps update automatically when I added the custom entity to the app, since I already had 'Customer Service' selected?  I would think that the setting on the entity information page would auto-configure the app site map?

    Is this a known bug/intentional feature?  Is the entity information page no longer tied to the site map, even though I'm using the default site map?



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    Jonathan Hoffman
    Project Administrator
    Blue Horseshoe
    Carmel IN
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  • 10.  RE: Welcome to the future - Unified Client Interface

    GOLD CONTRIBUTOR
    Posted 4 days ago
    I don't think the default solution and sitemap are currently intended for the UCI.

    I had to go through a few hoops to get the default site map render in the UCI and I quickly realized I had been wasting my time.

    Create new site maps for your apps would be the way forward I think.
    Try to limit the items displayed to the ones that will be needed as there is a loss of real estate with the number if items that can be displayed in the main UCI nav relative to the existing and refreshed navs.

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    Donal McCarthy
    BrightWork
    Galway
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  • 11.  RE: Welcome to the future - Unified Client Interface

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Laura Mortick - You can find the out-of-the-box apps in the Custom the System window. Scroll down the left-hand side and you will see "model-driven apps".

    From this area, you can create your own apps with customized Site Maps and entities. Each app's access is controlled by security roles.​However, to apply the Security Roles to the apps, you need to navigate to Settings / My Apps.

    From the screen that displays you can do multiple things. You can see which apps are using the legacy interface versus the Unified Interface. You can then click the 3 dots (ellipsis) to pop out options fo Manage Roles or access the App Designer.

    Once the Manage Roles panel pops out on the right side, you can see a list of your Security Roles. You then pick and choose which roles should have access to the app.


    So, in practical terms, you can have an app for each business team within your organization. Each app can display only the entities that each team needs access to.

    If you need assistance with building out the app...well, that's a whole other post. :)

    ------------------------------
    Aaron Back, MCP
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 12.  RE: Welcome to the future - Unified Client Interface

    Posted 8 days ago
    @Laura Mortick Just to round the edges on creating the Unified Interface... and to follow up on the post by @Aaron Back, MCP

    To take your org and create it as a unified interface app and assuming your org has been upgraded to v9.1 then any apps you create will use the unified interface. I recommend creating a solution then navigating to Model Driven Apps and clicking new.

    Once the form opens fill in the required info. Notice two things, one, you can't choose between a classic/legacy or a unified app you automatically get unified and two if you check the box for use existing solution to create your app you can reproduce your default org in an app. This creates a different address and app from the one you are seeing so you original will be safe and sound. And as mentioned your system admins may need to come back into the classic/legacy interface to do things not available yet in the unified interface.

    Creating Unified App
    When you click next you can choose the Default Solution. This will have everything in it but it is a good starting point if you are not sure what you want to remove yet from the app. Then choose the sitemap. Choose the one called Site Map and that will be the default site map.

    Choosing Default Solution and Site Map
    Once it is created, in the classic/legacy interface go to Settings-> My Apps and click on the ellipses beside your new app to add any sercurity roles for users you would like to have access to the app.

    Hope that helps! And that you are having a lovely day wherever you are.

















































































































































































































































































































































































































































































































































































































































    ​​

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    Paige Cassada
    Senior Solution Architect
    C5 Insight
    Charlotte NC
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  • 13.  RE: Welcome to the future - Unified Client Interface

    TOP CONTRIBUTOR
    Posted 5 days ago
    ​thanks to everyone for all of this great information! I truly appreciate all the guidance! I will let you know how it goes! :)

    Have a great week!!

    Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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  • 14.  RE: Welcome to the future - Unified Client Interface

    Posted 9 days ago

    ​Hi

    At the recent CRMUG event in Manchester one of the MS Architects was highlighting features of the interface and referred to the web interface as 'legacy interface'.

    On further questioning, he advised that the legacy interface is going to be deprecated and that at some point in the future (v9.2 IIRC) new instances will no longer have the option of the legacy interface.

    Whilst we're not rushing to move over to UCI, it has focused our attention on moving over to it in a managed fashion.

    Jamie



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    Jamie Hirst
    AQA Education Limited
    Manchester
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  • 15.  RE: Welcome to the future - Unified Client Interface

    GOLD CONTRIBUTOR
    Posted 9 days ago

    "On further questioning, he advised that the legacy interface is going to be deprecated and that at some point in the future (v9.2 IIRC) new instances will no longer have the option of the legacy interface."

    @Jamie Hirst - I think you can generally add three versions to the one the first time you heard an MS rep say a particular feature would be deprecated at.





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    Donal McCarthy
    BrightWork
    Galway
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  • 16.  RE: Welcome to the future - Unified Client Interface

    SILVER CONTRIBUTOR
    Posted 9 days ago
    I'm generally using the rule of thumb that if there is a major hole in the UCI, use web refresh, else, if a customer can use UCI, they should.

    The UCI is the future according to Microsoft and soon, as James has pointed out and is referenced on certain sites (although i can't find the articles now) the web refresh will be depreciated and to the point of which, you will not be able to create any new model driven apps with the Web refresh, it will be UCI only.

    New features are being added and just like bringing the whole D365 ecosystem into a single version they want to support, they want to do the same thing with the interface. So if you want to use these new features, you have to use the UCI, like Timeline. While i do think they should have postponed the launch until there was a bit more parity, i'm jumping on board the train.

    In terms of some of the comments, yes, the settings area will be moved to the PowerPlatform admin centre and some of these have already been done and the rest of the interface is for day to day use.

    @Jonathan Hoffman​ - While i understand your point, its basically the same as you have now. There are different areas like sales and service, but you can move whichever entity you want to whichever area. You don't need separate hubs, just use areas in the site map designer. The separate hubs are designed more for organisations which can separate different areas of the business and probably need to for licenses/security reasons. So sales people only get access to Sales entities as part of the sales license, customer service to customer service. If you are plan licensed i'd just put them in a single app with multiple areas.


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    Matt Collins
    CRM/D365 Consultant
    Technology Services Group
    Newcastle upon Tyne
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