Customer Engagement & Dynamics CRM Forum

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  • 1.  Transition to Unified Interface

    TOP CONTRIBUTOR
    Posted Oct 15, 2020 11:22 AM
    Does anyone know of a way to determine who is using the classic interface vs. Unified Interface?  I've asked users to try working exclusively in UI while on their laptops so that they can provide feedback on any final tweaks we might need before transitioning fully.  I'm not seeing a way to determine if they are actually using it or if they are sticking with classic.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 2.  RE: Transition to Unified Interface

    SILVER CONTRIBUTOR
    Posted Oct 16, 2020 08:11 AM
    You can remove your testers from the legacy UI app be removing whatever security role they are part of from the legacy UI app. You will want to become familiar with that, when you do your cutover that's how you restrict users from accessing it without deleting it.


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    Corey Hickman
    The Davey Tree Expert Company
    Kent OH
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  • 3.  RE: Transition to Unified Interface

    TOP CONTRIBUTOR
    Posted Oct 16, 2020 08:26 AM
    Thanks for that - but we are not wanting to force anyone out of the classic interface yet.  It's more like we've let them know that the new interface is available and encourage them to try it.  The majority of these users are already using the UI on their phones - some use it almost exclusively on their phones.  So we already know the UI is working well for them and has everything they need.  It is really only getting the more laptop-dependent users aware and to get used to the UI before the classic interface goes away. 

    I actually used Learning Path in the classic interface to guide them to try the new interface so they know it's coming - now I'm wanting to gauge if they are using it before we take a more drastic approach of forcing it.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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