Customer Engagement & Dynamics CRM Forum

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface. 


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton
------------------------------

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed. 


So it's probably somewhere between today and the end of March '19.


It is mentioned here on the October '18 Release Site. However, it's not listed on the

------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 11-20-2018 07:37 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

There's a video available from Microsoft Ignite, if you want to find out more. You can find it here.

I'm hoping that the live org chart feature will also be made available for other entities going forward. It would definitely add a lot of value for my organization, if we could use it on Opportunities as well.

------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 11-22-2018 04:39 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed.


So it's probably somewhere between today and the end of March '19.


It is mentioned here on the October '18 Release Site. However, it's not listed on the

------------------------------
BR,
Niels

Original Message:
Sent: 11-20-2018 07:37 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

@Pete Axtell, 

The Live Org Charts feature is now showing up in my EMEA instance.  It's available from the ribbon on the Account form:



------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 11-22-2018 04:42 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

There's a video available from Microsoft Ignite, if you want to find out more. You can find it here.

I'm hoping that the live org chart feature will also be made available for other entities going forward. It would definitely add a lot of value for my organization, if we could use it on Opportunities as well.

------------------------------
BR,
Niels

Original Message:
Sent: 11-22-2018 04:39 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed.


So it's probably somewhere between today and the end of March '19.


It is mentioned here on the October '18 Release Site. However, it's not listed on the

------------------------------
BR,
Niels

Original Message:
Sent: 11-20-2018 07:37 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

Hi Neils,

I noticed that you have the traditional View Hierarchy in Unified Interface.  Is there a specific way to enable this?  In all honesty we want the traditional one (e.g. parent companies) rather than the company org chart which is of less use to us. 

Thanks

Dave

------------------------------
Dave Harris
cloudThing
------------------------------

Original Message:
Sent: Dec 11, 2018 08:03 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

The Live Org Charts feature is now showing up in my EMEA instance.  It's available from the ribbon on the Account form:



------------------------------
BR,
Niels

Original Message:
Sent: 11-22-2018 04:42 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

There's a video available from Microsoft Ignite, if you want to find out more. You can find it here.

I'm hoping that the live org chart feature will also be made available for other entities going forward. It would definitely add a lot of value for my organization, if we could use it on Opportunities as well.

------------------------------
BR,
Niels

Original Message:
Sent: 11-22-2018 04:39 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed.


So it's probably somewhere between today and the end of March '19.


It is mentioned here on the October '18 Release Site. However, it's not listed on the

------------------------------
BR,
Niels

Original Message:
Sent: 11-20-2018 07:37 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------

@Dave Harris,

The 'View Hierarchy' button will on be visible from the ribbon on Accounts in Unified Interface when 'Parent Account' contains data (Hit refresh for the button to appear). You don't have to enable anything. 

The small icons that appear in the left of views in Classic Interface still made it to Unified Interface, so you will have to include 'Parent Account' as a column in your view if you want to see that. 



------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: Apr 10, 2019 10:54 AM
From: Dave Harris
Subject: Missing functionality in unified interface

Hi Neils,

I noticed that you have the traditional View Hierarchy in Unified Interface.  Is there a specific way to enable this?  In all honesty we want the traditional one (e.g. parent companies) rather than the company org chart which is of less use to us.

Thanks

Dave

------------------------------
Dave Harris
cloudThing

Original Message:
Sent: Dec 11, 2018 08:03 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

The Live Org Charts feature is now showing up in my EMEA instance.  It's available from the ribbon on the Account form:



------------------------------
BR,
Niels

Original Message:
Sent: 11-22-2018 04:42 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

There's a video available from Microsoft Ignite, if you want to find out more. You can find it here.

I'm hoping that the live org chart feature will also be made available for other entities going forward. It would definitely add a lot of value for my organization, if we could use it on Opportunities as well.

------------------------------
BR,
Niels

Original Message:
Sent: 11-22-2018 04:39 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

Right now it says November 2018 on the Planned Features site. However, I wouldn't be surprised if that changed.


So it's probably somewhere between today and the end of March '19.


It is mentioned here on the October '18 Release Site. However, it's not listed on the

------------------------------
BR,
Niels

Original Message:
Sent: 11-20-2018 07:37 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Wasn't aware of this org chart update, that looks much better. Any way of knowing when it will be enabled?​

------------------------------
Pete Axtell
Winton

Original Message:
Sent: 11-13-2018 01:50 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell​,

I'm now seeing the 'View Hierarchy' button on the ribbon in Unified Interface.


And here's the hierachy:

Moreover, the Live Organization Charts should also soon be available for Accounts:



------------------------------
BR,
Niels

Original Message:
Sent: 08-13-2018 01:10 AM
From: Niels Lønberg
Subject: Missing functionality in unified interface

@Pete Axtell,

Advanced Find is coming this month as a 'Hybrid Experience':



The roadmap is from the 'Why you should move to Unified Interface in Microsoft Dynamics 365, and how to make it happen' session from the Microsoft Business Applications Summit. I recommend watching the video.

The Hierarchy Control is not listed on the roadmap. However, I sent an e-mail to the Microsoft team last week asking them about it, where they wrote, that it is planned to be rolled out in September. So hopefully it is right around the corner.

------------------------------
BR,
Niels

Original Message:
Sent: 08-10-2018 04:53 AM
From: Pete Axtell
Subject: Missing functionality in unified interface

Advanced find is known to be missing from the new UUI - is there any information about this being added?

I also cannot find the hierarchy button that would be found in views in the old interface. Is there a way to get that in the new UI?

------------------------------
Pete Axtell
Winton
------------------------------