Modernising the way System Customisers Configure the Model-Driven Apps for Users (Unified Interface)
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This session is for the Dynamics 365 users and system customisers who want to learn about the latest updates in the Unified Interface and new model-driven form/view designers. This session provides information about new UI starting from the fundamentals such as the basic terminology (model-driven app, Unified Interface, etc.) and differences between legacy web client and taking you through to advanced tips and tricks in Unified Interface as well as readiness and user adoption strategies. After Unified Interface, the session will be a live demonstration about the maker experience for Customiser starting with editing an entity using solution explorer in the PowerApps portal then diving in WYSIWYG model-driven form designer and new view designer with the preview of live data.
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Modernising the way System Customisers Configure the Model-Driven Apps for Users (Unified Interface)
- 1. Modernising the way System Customisers configure the Model-Driven Apps for Users Linn Zaw Win Senior Technical Consultant | Microsoft Dynamics 365 CE | DXC Technology Wellington https://cutt.ly/365nz19uci
- 2. Unified Interface & PowerApps Maker Portal Learn about Unified Interface Legacy Web Client vs Unified Interface gaps Transition & User Adoption What is PowerApps Maker Portal? Future of Unified Interface
- 4. What Jargon You Need to Know •Legacy web client •Unified Interface •Model-driven app •PowerApps Maker Portal
- 5. A Quick Look at Unified Interface
- 6. View Changes
- 7. View Changes (Charts Pane)
- 8. View Changes (Reflow to Card Form)
- 9. Form Changes
- 10. Form Changes (Related Entities)
- 11. Form Changes (Quick Create)
- 12. Email Editor
- 13. What is Unified Interface? Ref: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface
- 14. Why Unified Interface? Modern design architecture Accessibility & Compliance Extensible – build your own rich controls Seamless experience desktop, mobile, app for Outlook Modular – build your own model- based app
- 15. Legacy Web Client vs Unified Interface
- 16. Capabilities not yet Available •Custom styling of advanced chart properties •Composite controls •Editable grids on phones •Learning Path •Admin experiences
- 17. Hybrid Experience •Advanced Find •Bulk edit •Merge records •Record sharing •Audit History •Personal Options •Connection Role
- 18. Read-only Entities •KnowledgeArticleViews •KnowledgeBaseRecord •SharePointDocument •SharePointSite •SLA •SLAKPIInstance •Template •Contract •Contract Lines •Contract Templates •Case Resolution •Product •Service
- 19. Advantages •Custom controls in business process flows •Microsoft Teams Integration
- 22. Custom Controls
- 23. Custom Controls (Third Party) Ref: https://pcf.gallery/
- 24. Nested Grids
- 25. Other Exclusive Features •Interactive Dashboards •Reference Panel •Embedded Power BI Report
- 27. Unified Interface Playbook The legacy web client is likely to be deprecated by October 2019 with a view to be discontinued a year later. (Oct 2020) • INITIATE: The right conversations • EXPLORE: Where and when do I start? • TRANSITION: Transition to the Unified Interface • OPTIMISE: Maximising the Opportunity Ref: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-playbook
- 28. When do I start? Yesterday The best time to start NOW The next best time
- 29. Transition Strategies •Unified Interface Only Setting •Comprehensive user adoption strategy •Hybrid Experiences •Pilot User Group •Choice for New Projects
- 30. Tips and Tricks •Navigate Records through Record Set •Pin Business Process Flow stage flyout
- 32. Business Process Enhancement Ref: https://www.youtube.com/watch?v=MSl2lNiEliw
- 33. Business Process Enhancement Ref: https://www.youtube.com/watch?v=MSl2lNiEliw
- 34. Change for System Customisers •Review deprecated functionalities/API •Run Solution Checker •Take advantage of new features •Custom entity icons (.svg) •Access to System Settings
- 38. New Admin Portal (System Settings)
- 39. New Admin Portal (System Settings)
- 40. New Entity Designer •Create Entity in Background •Create/Edit Fields in Bulk •Autonumber Fields Supported https://make.powerapps.com
- 41. New WYSIWYG Form Designer •Add New Fields •Tree View •Adding Custom Control •Undo Changes, Save & Publish •Form Factor Switcher, Zoom Slider •New Quick Create Forms Ref: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-designer-overview
- 42. New View Designer for model-driven apps •Adding new columns •Supports drag-and-drop •Live preview •Sort by more than two columns •Inline property pane •Advanced Expression Builder Ref: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-and-edit-views
- 43. New View Designer (Cont’d) •Undo Changes, Save & Publish •[Upcoming] Custom Column Names •Cannot configure custom control •Cannot add Web Resource & JavaScript Function •Cannot show dependencies/solution layers
- 44. Future 🔮
- 45. 2019 Release Wave 2 •Connection role •Form header usability improvements •Improved usability, density, and filtering for grid •Manage email on the timeline wall •Timeline wall filter improvements Ref: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/planned-features#unified-interface-for-everybody
- 46. 2019 Release Wave 2 (Cont’d) •Timeline wall improvements •Usability enhancements to lookups •View inline images for emails •Anchoring error notifications Ref: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/planned-features#unified-interface-for-everybody
- 47. 2019 Release Wave 2 (D365 for Sales) •Customisation of Opportunity Close dialog box •Enhance adding/editing sales entities Ref: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/planned-features
- 48. Resources About Unified Interface https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface Quick start for transitioning to Unified Interface https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/transition-web-app Unified Interface Community https://community.dynamics.com/365/unified-interface/ Unified Interface Playbook https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-playbook White paper on Approaching a User Experience & Unified Interface Transition http://download.microsoft.com/download/A/F/3/AF3D45A7-4F38-41BE-8956-1DF7A4A5AFDB/approaching- unified-interface-transition.pdf
- 49. Resources (MBAS) BRK2073 Microsoft PowerApps: Run one UI: The future of canvas, model- driven, and Unified Interface in PowerApps: https://powerusers.microsoft.com/t5/MBAS-Gallery/Microsoft-PowerApps-Run-one-UI- the-future-of-canvas-model-driven/td-p/301580 BRK3031 Implementation Best Practices for Dynamics 365: Making the move to modern Unified Interface https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Implementation- Best-Practices-for-Dynamics-365-Making-the-move/m-p/299928
Editor's Notes
- Good morning everyone and thank you for attending my session today. Hope you all have the energy to learn throughout the whole day and learnt a lot. I am Linn and I am working as a Senior Technical Consultant at DXC Technology. I started my career with MS CRM 4.0 last 10 years ago as a CRM developer. Over the last several years, the platform has evolved a lot and now, my focus is on Dynamics 365 Customer Engagement and Power Platform. Among lots of new features introduced lately, I would like to talk about the new user interface and the new system customisation module. How many of you have heard about Unified Interface? How many of you are using or implemented for your customer in your production environment?
- Today, you are not only going to learn about the shiny glorified features of the new Unified Interface that you keep seeing repeatedly in those Microsoft conference presentations. You will also learn about the ugly truth about it and what are the things which not working when you move over to Unified Interface. You will learn about the practical and realistic approach to transition to the Unified Interface. And the different kinds of barriers that you have to overcome (not just happy day scenarios)
- The first step to getting the hang of D365 is understanding the jargon. To help you demystify D365 and get the most out of your time, here are some of the most common buzzwords used in D365 related to this session
- Navigation Changes Area Switching > Group Header > Subarea Recent Items (records, view, dashboard); Pinned Items Collapse the menu for more screen space Oh, no. This is not the Unified Interface. This is the legacy web client that you all are familiar with. (unless you’re still stuck with CRM 4.0 or 2011) You can see that the menu has changed. The menu is now on the left side (just like the old days with CRM 4.0 or 2011). The menu is expanded by default so that the users can understand and start getting familiar with the new icons. But it can be collapsed to have more screen space and even if it’s collapsed, you can still see the menu label on hover. The system will remember the expanded/collapsed state when you close the application and it will show you in the last state when you re-open it. There are a lot of improvements in Navigation while the old UI requires a lot of hovering around on top and doing horizontal scrolling if there are a lot of entities within on area.
- Access to the filter menu easier Other than that, there are not much changes except the density of the records
- Chart Pane position The charts pane is now on the left opened by the menu instead of flyout pane from the right as in legacy web client
- Card Form will use the first three columns from the Grid if custom control is not configured in the view
- Tabs are back Timeline Control (more configurable) Composite Fields not working (Full name, Address) Social Pane from legacy web client is replaced with Timeline control in Unified Interface which is more configurable and user friendly Timeline control - The timeline view helps you collaborate with your team by tracking customer communication in a record on a single page in an easy to read view. You can see everything from posts and voice attachments, to emails and notes. It provides a quick way to see the entire communication thread.
- Related menu as the last tab
- Position righthand side One column form Save and new
- Rich Text Editor Device Preview
- What is the Unified Interface? It is the primary (and soon to be only) client for all Common Data Service apps, covering desktop Web, all Mobile & App for Outlook clients A bridge between web and mobile/app platforms, providing a consistent experience across devices by utilizing a responsive design for optimal viewing and interaction regardless of the device's size or orientation Touch, mobile-first design
- Why Unified Interface? It is modern and using the latest web technology (the current legacy web client is based on the UI developed since CRM 2013) Faster loading time and flexible Which means it is Responsive to different screen sizes Consistent and equal functionality on all surfaces One interface to rule them all All experiences on Unified Interface have accessibility improvements Keyboard shortcuts to address issues faced by people with limited dexterity or motion disabilities Screen readers make Unified Interface apps accessible to people who have low or no vision Modular apps for each specific roles for focused experience App for Field Service Officer with easy data entry App for backend user to process the data with Business Process Flow App for Manager with Reports, Charts and Dashboard to view summary If out of the box functionality is not enough, you can enhance the user experience by using Microsoft 1st party custom controls If there is no control that you are looking for, you can build your own custom controls using PowerApps Component Framework (PCF) If there is no pro-developer to build the PCF control, you can create a canvas app and embed it on the form There are so many ways to extend the capability of the system in Unified Interface
- The list is getting less and less after each release The list was full page two column with smaller font when I presented at UGFocus last year The remaining items are capabilities that you can live without or a feature that Microsoft is working for the replacement Composite controls such as Full Name or Composite Address control
- Features not yet present in the Unified Interface but can be enabled for display as legacy dialogs in the Unified Interface through the hybrid experience. By default, the setting is Yes in new environments.
- There are certain entities that are currently read-only on Unified Interface. Users will not be able to make changes to these entity records within an Unified Interface app.
- Reference panel - Use the reference panel for apps built on Unified Interface like Dynamics 365 for Customer Engagement apps for Customer Service. The reference panel is a great way to get work done without clicking away from the screen you are on. You can look up other things like knowledge base articles within the context of the record you are viewing.
- Yes, the legacy Web Client is going away. (which is basically in next 2 months) If your organisation is on Dynamics 365 online and currently using the legacy web client interface or if you are a partner and the organisation that you are supporting is still on the legacy web client interface, just plan to transition users to the newer Unified Interface. JUST START, RIGHT NOW! (probably not right now, maybe on Monday) Making a transition to the Unified Interface is not the work of a moment and as this new guide references, it is better to get started sooner rather than later to enable a flexible roll-out. Enabling the new UI is an opportunity to improve the experience for end users. This can include deploying new controls and capabilities which haven't natively been available in the older interface. You can make use of all those Unified Interface features that I mentioned earlier. I am not going to reiterate the whole book here, but I just want to highlight the content of it. What is the Unified Interface & why replace the legacy web client? What’s new and different? How to get started with a quick test and Create a pilot app Business Assessment, suggested transitioning paths, planning and execution Recommendations to rethink the UI with new capabilities. Monitor, review and innovate If you haven’t read, I totally recommend you to go and download the Unified Interface Playbook. You can see this download link below when the slides are shared. Or you can just simply Google it “Unified Interface Playbook”
- The legacy web client is probably being deprecated in next 2 months. When do I start this transition? Don’t wait until Oct 2020 when the legacy web client is discontinued. Don’t procrastinate and start rushing at the last minute. (Don’t be like me, procrastinating the whole month and pulling all-nighters at the last week before this presentation) Reach out to the partner or if you are doing in-house, prepare for it Do you know what will happen if you wait until the last minute to reach out to the partner? There will be another 20 customers who are also waiting until the last minute and you all plan to start at Aug 2020. And by that time, there won’t be enough resource for them to allocate in your transition project to execute properly. Make sure all those client JavaScript are working. Make sure all those ISV solution embedded with IFRAME in your system are working on Unified Interface. There are even out-of-the-box functionalities which are just not working on Unified Interface. Just not working by design, a bug, or whatever reason. So, prepare for it.
- Quickest way for you to experience your existing configuration in the Unified Interface and see what it looks like. You can do it in your Dev environment and turn off the switch anytime. If you want side-by-side comparison of the Unified Interface and legacy web client of your existing configuration, you can create a new model driven app from existing default solution and select the original sitemap called “Site Map”. You can manage the roles for the new app and by default, only System Administrator and System Customizer are assigned. But you can create a new role for the pilot users and assign it so that the pilot users can access the Unified Interface version to give feedback on it.
- One of the other things that you need to teach the users is taking advantage of the new features
- Record Set > 2MT Ep 70
- Pin BPF > 2MT Ep 76
- Pin BPF > 2MT Ep 76
- If you’re just using out-of-the-box entities with minimal customisation, the transition will be smooth. But how many of you are using out-of-the-box functionalities with out-of-the-box entities/attributes and no customisation or whatsoever? Not many… A lot of people customise the forms, add fields according to the business requirements, additional validation and auto-population of fields are done with scripts to enhance the user experience. The more complex customisation, the longer it takes for you to re-test all the functionalities And even for the same level of customisations, if they're all done in supported and best practices documented in the SDK, it's all good. But if you have any JavaScript accessing Document Object Model (DOM) elements or using the undocumented internal objects or methods, good luck with that. You need to start with a strategy to remove those customisations. Otherwise, you won't be able to get a support from Microsoft if you encounter any problem for your system on Unified Interface It is time to re-visit unused functionality Make sure the deprecated features and APIs are replaced in the process (e.g. Dialogue) Take advantage of any technology updates and switch on if they will provide positive usability and productivity
- How to access Advanced Settings in Unified Interface
- - Most fun/tech consultants/system customizers avoid using the new interface to customize my dynamics instances/model driven apps
- Existing System settings and new settings such as Enabling 2019 Wave 2
- Existing System settings and new settings such as Enabling 2019 Wave 2
- Create in the background so that the user doesn't have to wait You can even change the default
- A tree view helps makers easily visualize the hierarchy of a form’s fields and controls. The tree view is also helpful in selecting elements that are hidden and therefore not visible in the form preview. The icons in the tree view help makers quickly identify the types of fields and controls. The new form designer not only provides a live WYSIWYG form preview, it also includes the ability to switch between various form factors (screen sizes) to preview the responsive behavior of the form. The form factor switcher enables makers to preview the responsive behavior of the form and see how their form will appear on various screen sizes. Makers can also zoom in and out of the preview using the zoom slider or click on the auto-fit button to achieve the best fit based on the available width and height.
- The editor interface used to modify, create and extend views pretty much has been the same interface since Dynamics CRM version 3.0; Makers can quickly and productively author views using the New View Designer for model-driven apps Adding new columns is now easier than ever. + button in the canvas or by selecting fields in the left-hand field drawer. Both experiences provide a search box and custom field filter to quickly and easily find the field. No more scrolling through a giant list searching for the fields or using browser Find functionality (Ctrl + F). Add new fields on the entity without leaving the view designer (just like adding new fields in the form designer) Adding and reordering columns is quick, easy and intuitive via drag and drop (place a new column no more selecting a column to place next to it). Resize columns to the perfect width by dragging the border (no more select a column width radio button) live data is awesome because you don’t have to edit, save, publish, refresh, rinse and repeat. It displays data up front and center to help makers instantly see the effect of the filter conditions Sorting previously was limited to two columns at a time and most people didn’t even realize that you could sort more than two columns in previous versions of CRM. (just like pre-defined arbitrary pixel numbers for column width, this can only be achieved by modifying view XML). Well, now you can sort by as many columns as you have in your view without getting your hands dirty and going through the customization XML For sorting only one column and add filters, those can be done inline in the canvas and manage all your sort and filter logic in the property pane. Move, add/remove, adjust width all at one place. With the quick inline editing of filters, makers can directly make adjustments and updates to individual filters without having to switch to the advanced expression builder For more complex filter, advanced expression builder to filter on fields not in your view. For example, we want to show Accounts that does not have any related child Contact records. This can be achieved in Advanced Find with “Does not contain data” filter added in version 9.0. But we couldn’t create a system view with such filter criteria in due to the limitation of classic view designer. But in advanced expression builder of the new view designer, we now have the ability to add any types of available clauses from the Advanced Find to our system views. (and I even believe that this advanced expression builder is how the new Unified Interface version of Advanced Find will look like) https://powerapps.microsoft.com/en-us/blog/introducing-the-new-view-designer-for-model-driven-apps/
- And there are a couple of honourable mentions. One of them is Undo/Redo which will let you step back through changes, column changes, width, sorting and filter. Another one is Publish. Unlike the previous view designer, you can directly Publish from here and that button is one-click Save and Publish button (which is the same as WYSISYG form designer) mentioned in the April 2019 Release notes was the fact that a feature would be added to allow for editing of column names Custom control views such as Calendar view, timeline control, read-only grid, etc. Web Resource & JavaScript Function to display custom icons in list views Test If you want to do any of those stuff, what are you gonna do? Simply press the “Switch to classic” button in the command bar
- So we’ll talk a little bit about the future of Unified Interface before we wrap up the presentation and move on to Q&A session.
- One of the gaps between the legacy web client and the Unified Interface Enhancements to the header include Information will always be available in the header with four read-only fields, reducing clicks and improving productivity. The title of the record will never truncate. Current forms will support editable fields with a simple click of a chevron to enter data. A read-only form will have an enhanced notification with details on why a form is read-only The grid layout and styling has been optimized to improve density, allowing users to see more records on a single screen without feeling cluttered. One of the most complained functionality was that the grid view in Unified Interface has a lot of unused/redundant space and the user can see less records on the screen comparing to the legacy web client. But that’s not the case anymore with this updated grid Users can easily set email messages to show as conversation threads on their timeline wall, significantly reducing scrolling and clicks when they are managing email activities in the Unified Interface Filtering activities will now be simple and easy to use. It will include multiple filter options, and data and times will be clearer and easy to understand
- Enhancement include Easily expand and collapse activities in the timeline wall Simple icons that help users quickly identify key activities Quick and easy access to the command bar to perform common actions on an activity Enhanced functionality within lookup includes improved entities filter layout, improved interactivity with the search box, and consistency displaying recent and pinned records customers can easily view images inline when they open and read an email. This eliminates the need to open each individual image that is attached in an email Users will be able to quickly navigate to a field on a form that has an error from a notification by simply clicking on the error message. The focus will be set on the error field, reducing clicks and improving productivity when there is an error on a form
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