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TRANSITIONING TO THE UNIFIED INTERFACE
CRM SATURDAY BRUSSELS – NOV,16TH 2019
DYNAMICS 365 CUSTOMER ENGAGEMENT UI HISTORY
Dynamics 365 Customer Engagement today’s version - all of our customers are on this now
Dynamics 365 Customer Engagement earlier versions
Legacy web client
Desktop Web Browsers
Unified Interface
Mobile Apps (Tablet & Phone) App for Outlook
Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers)
Legacy web client
Desktop Web Browsers
Mobile Web
Mobile Web Browsers
Outlook
Outlook Client
Mobile App
Mobile Apps (Tablet & Phone)
REASONS FOR MICROSOFT INVESTMENT IN UNIFIED INTERFACE &
FUTURE DIRECTION
To modernize fundamental application technology and UX design
To handle broader range of accessibility standards
To reduce complexity, cost and time delays caused by
• Duplicated investments across core framework, coding languages,
supported browsers of various application clients.
• Forked code base also resulted in feature differences, regressions
and timing of fixes and new features, which also impacted you work!
Unified Interface will also reduce your implementation & support costs!
Why did Microsoft invest “all-in” on Unified Interface?
Legacy web client support for existing customers will co-exist to allow
a period of time for your transition but should not be relied on as the
reason to further delay migration to Unified Interface.
Unified Interface is the strategic direction for all the primary apps &
has been the only client to receive new product features and future
roadmap investments.
This is your call to action to being your migration journey!
Important
Dynamics 365 Customer Engagement future state
Legacy web client
Desktop Web Browsers
Unified Interface
Mobile Apps (Tablet & Phone) App for Outlook
Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers)
WHY SHOULD YOU
MOVE TO UNIFIED
INTERFACE?
WHY YOU SHOULD CARE TO MOVE TO UNIFIED INTERFACE:
Microsoft has already enabled all native first party applications on the Unified Interface for
Dynamics 365 Customer Engagement (Sales, Customer Service, Marketing, Field Service, etc)
Important: There is no investment in new features or improvements to the legacy web client.
Optimize
Investment
Introduce
Exciting UI
Improve
Performance
Enhance
Productivity
UNIFIED INTERFACE INTRODUCES MANY NEW FEATURES OVER THE
LEGACY WEB CLIENT
New
App UI
New Navigation
Menu
New Apps
Concept
Full Responsive
Design
Improved Form
Experiences
Dynamic
Form Reflow
New
Reference Panel
Use or Build
Custom Controls
Improved Data
Exploration
Record Set
Navigation
Interactive
Dashboards
Improved
Lookup
UNIFIED INTERFACE IS THE ONLY PLACE TO BENEFIT FROM
OPPORTUNITY TO
Onboard easily to
Mobile and Outlook
Use New Controls
Fields & Views
Use PowerApps
Component
Framework
Embed PowerApp
Canvas Experiences
Add Contextual
PowerBI to Forms
Gain Performance in
UI & Task Efficiency
UNIFIED INTERFACE PERFORMANCE IMPROVEMENTS
63%
Improvement in
grid load
45%
Improvement in
dashboard load
37%
Improvement in
form load
30%
Improvement in
quick create load
27%
Improvement in
mobile app launch
LET’S SUM UP THE
VALUE BENEFITS!
Stakeholder Value Points: Moving to Unified Interface
• Take advantage of all new investments, features & improvements we deliver. None of these will be on the legacy web client
• It’s faster, more modern and provides more productivity features - to positively increase end-user adoption
• Early validation efforts will provide a view on effort required. Address Perception vs Reality – help position effectively with the business
• Informing Microsoft early of any blockers will help faster triage and provide solution options sooner, unblocking any issues ahead of time
Optimize
Investment
Introduce
Exciting UI
Improve
Performance
Enhance
Productivity
• No dramatic rework
• Realize existing
investment value
• Core functions continue
to work as designed
• No big upgrade – new UI
is already available to be
switched to
• Modern User Experience
• Re-engage end-users
• Can use a as re-launch
opportunity
• Start any new
investments solving new
business scenarios here
• Users will have more
options to be able to be
productive and see
additional value in using
the system
• Re-engage end-users
• Users will see a positive
difference to usability –
get to places quicker
• Accomplish more tasks
with less time
ADVANTAGES OF STARTING MIGRATION EFFORTS AS SOON AS POSSIBLE:
LOOKING AHEAD
REFRESH YOUR KNOWLEDGE OF OUR MODERN UPDATE PROCESS
https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Microsoft-PowerApps-and-Microsoft-
Dynamics-365-Modernizing-the/td-p/299073
Microsoft Business Application Summit 2019
Microsoft PowerApps and Microsoft Dynamics 365:
Modernizing the way we update Dynamics 365, PowerApps, and CDS
Watch recorded session to gain understanding and awareness
of our When/What/How we update.
You will be able to articulate and prepare your organization for
the regular and major update cadence of Dynamics 365.
Let’s discuss at the high level now
2 RELEASE WAVES PER YEAR
Release wave 1: April – September
Release wave 2: October – March
© Microsoft Corporation
PREDICTABLE CONTINUOUS
2019 Release wave 1 2019 Release wave 2 2020 Release wave 1
EARLY VISIBILITY AND AWARENESS
Release plan
Getting ready for the updates
PREDICTABLE CONTINUOUS
2019 Release wave 2
Tip!
Unified Interface details are listed under Power Platform release plan:
https://docs.microsoft.com/en-us/power-platform-release-
plan/2019wave2/microsoft-powerapps/unified-interface-app-everybody
https://aka.ms/PowerPlatformReleasePlan
https://aka.ms/Dynamics365ReleasePlan
EARLY VISIBILITY AND ACCESS TO FEATURES
Early access
Getting ready for the updates
Customers should:
• Test out all the end-user automatic features ahead of time
• Update their customizations/solutions as needed
• Update their guidance to end users & train them
• Align production deployment with your organization schedule
Early access/ opt-in to user
impacting changes
https://docs.microsoft.com/en-us/dynamics365/get-started/release-schedule
Early access to mandatory end-user impacting features:
All changes to Unified Interface must be part of Early Access
SEE & COMPARE!
What happens to my existing app?
Unified Interface vs Legacy web client
NEW NAVIGATION BAR & NEW NAVIGATION
MENU
Unified Interface Legacy web client
NEW NAVIGATION MENU
Unified Interface Legacy web client
IMPROVED NAVIGATION MENU RETAINS EXISTING
FUNDAMENTAL STRUCTURE
2
2
3
3
1 1
Unified Interface Legacy web client
NEW NAVIGATION BAR – IMPROVES SUPPORT FOR YOUR BRAND
COLOR AND LOGO
Unified Interface
Legacy web client
Here is example of other themes show this enhancement:
Continue to use your logo and your brand color as set in your environment theme,
now the color is carried across the whole top navigation bar
Unified Interface Legacy web client
DASHBOARDS – SYSTEM OR PERSONAL CONTINUE AS DESIGNED
WITH IMPROVEMENTS
1. Improved Charts
2. Using full screen
Unified Interface Legacy web client
2
1
VIEWS – SYSTEM VIEWS AND PERSONAL VIEWS
CONTINUE AS DESIGNED
1
2
Unified Interface Legacy web client
FORMS – WHAT HAPPENS TO MY FORM
CUSTOMIZATIONS?
Unified Interface Legacy web client
1
1
2
2
3 3
FORMS – TABS NAVIGATION IS NOW ON TOP AND
EASILY DISCOVERABLE
Unified Interface Legacy web client
1
2
VS
Unified Interface Legacy web client
TIMELINE - IMPROVED WITH MORE INFORMATION
DENSITY AND BETTER LAYOUT
Unified Interface Legacy web client
1
2
3 9 rows vs 4 rows
BUSINESS PROCESS FLOW - IMPROVED
Unified Interface Legacy web client
1
2
3
ART OF THE
POSSIBLE
What is possible for my app?
Unique to Unified Interface
EXPAND YOUR EXISTING INVESTMENT FROM DESKTOP TO TABLET,
PHONE, OUTLOOK
NEW! CALENDAR VIEW CONTROL BOOST CONTEXT IN DATE-
ORIENTED DATASETS
DASHBOARDS – IMPROVED TIMELINE AND NEW CALENDAR VIEW
CONTROL
NEW! INTERACTIVE DASHBOARDS – MULTI-CHART & DATE RANGE
FILTERING
BOOST PRODUCTIVITY WITH NEW RECORD SET NAVIGATION
IMPROVED VIEWS USE DYNAMIC REFLOW FOR BEST EXPERIENCE IN
A GIVEN SPACE
Narrow space Wider space
VIEWS AND SUB-GRIDS REFLOW TO BEST UI FOR THE SPACE GIVEN
EXAMPLE
SUPERCHARGE YOUR UNIFIED INTERFACE FORMS WITH NEW
CAPABILITIES & FEATURES!
POWERAPP
COMPONENT
FRAMEWORK
https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview
NEW! REFERENCE PANEL
NEW! BUILD USER ROLE OR PURPOSE SPECIFIC APPLICATIONS
USING MULTIPLE APPS
Apps list in action Sales Manager Salesperson
1 2
Apps list is always available Default landing page for users with multiple Apps
21
There are two places the App Lists is available:
1. Always on top of the navigation menu
If User has multiple Apps available to them:
2. My Apps page is shown on when launching of your default URL
Also:
• If any user has just one App assigned to them it will open immediately without any prompts
• Users can also see all their apps across all environments if they go to http://home.dynamics.com
APPS ARE EASY IS FOR USERS TO SWITCH BETWEEN!
BEHAVIOR OF “UNIFIED INTERFACE ONLY“ MODE
Note: If you turn off Unified Interface Only, your apps will become available in same interface as before.
Default behavior
Dynamics 365 - Custom
Legacy web client
Dynamics 365 App for Outlook
Unified Interface
Dynamics 365 CE Apps
Unified Interface
Custom apps
Web Client / Unified Interface
Unified Interface Only
Unified Interface
Dynamics 365 - Custom Dynamics 365 App for Outlook Custom appsDynamics 365 CE Apps
APPROACHES
Pilot appParallel appCurrent app
Continue with a parallel app or create a new pilot app
PARALLEL APP
Start with what you already have
CREATE A NEW APP FROM EXISTING
SITEMAP
Use an existing
development
environment
Run Solution Checker
Identify all changes
required in client scripts
Create a new app from
an existing solution
CREATE A NEW MODEL-DRIVEN APP FROM AN EXISTING SITEMAP – MAKER
EXPERIENCE
DESIGN A NEW APP
CUSTOMIZE A SITE MAP
ADD ENTITIES INTO AN APP
1. Adding entities will
add all the child
components – Forms,
Views, Charts &
Dashboards
VALIDATE AND PUBLISH YOUR APP
GRANT ACCESS
GATHER MORE CONFIDENCE
PILOT APP
Begin with small pieces for a small group
PILOT APP
Initiate
Identify a small use case with
a high value which can be
realized in short term
Implement
Utilize new features and components
available only in Unified Interface which
will help you to make user experience
modern, increase user adoption and make
users more productive.
Deploy
Use your standard Application
Lifecycle Management and
start with a small group of users.
Feedback
Getting feedback and
improving existing solution
is key for creating an app
with high adoption.
Design
Keep low number of customizations
and leverage standard capabilities for
benefiting from upcoming update
5
5
PILOT APP - SAMPLE
56
WORKPLAN
ESTABLISH A WORKPLAN FOR A SUCCESSFUL TRANSITION
✅ Run the PowerApps Solution Checker on your solutions to identify deprecated client APIs and benefit from
recommendations on your customizations and custom developments.
✅ Check your ISV & add-ins compatibility with the Unified Interface
✅ Test your application in a Unified Interface only mode “as-is” to identify gaps and opportunities
✅ Identify replacements for deprecated client API code & features
✅ Define your app strategy and settings
✅ Define your governance and ALM strategy and think about getting user feedback early-on and
✅ Review your apps & navigation UX fundamentals
✳
Optional steps: gain even more business value by going
further in the optimization of the user interface and experience
Leverage Unified Interface exclusive features, Optimize Forms, Views,
Dashboards & Charts, Cleanup Metadata, Make Help Easy
✅ Build your apps
✅ Non-regression testing of your customizations and custom developments based on your key business
scenarios
✅ User Acceptance Testing
✅ Go-Live
🏁
58
RUN THE
POWERAPPS
SOLUTION
CHECKER
USE THE POWERAPPS SOLUTION CHECKER TO CHECK YOUR
CUSTOMIZATIONS
https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/use-powerapps-checker
• In make.powerapps.com, select your development environment, and then go to solutions.
• Run the solution checker on each of your unmanaged solutions to get recommendations and
warnings on unsupported and deprecated methods. This checks plugins, custom workflow activities,
HTML and JavaScript web resources and SDK message steps configuration.
60
CHECK YOUR ISV &
ADD-INS
COMPATIBILITY
CHECK YOUR ISV & ADD-INS COMPATIBILITY WITH UNIFIED
INTERFACE
• If you have installed ISV (Independent
Software Vendor) add-ins through
AppSource, check if upgrades are
available in the Dynamics 365
Administration Center, in “Solutions”.
• If you are using other third-party
add-ins, provided by your partner or an
ISV you should contact them to get a
new version that updates the apps to
Unified Interface.
62https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/update-apps-to-unified-interface
TEST YOUR
APPLICATION IN A
UNIFIED INTERFACE
ONLY MODE “AS-IS”
TO IDENTIFY GAPS
AND
OPPORTUNITIES
TEST YOUR APP IN UNIFIED INTERFACE “AS-IS” TO HAVE A
FIRST ASSESSMENT DONE BY YOUR BUSINESS USERS
Get a first look at your application rendered in the Unified Interface
 Use a sandbox environment similar to your production environment to test the Unified Interface
 Test your business scenarios and customizations, focusing on what could potentially be impacted:
• Business processes: e.g.: Business Process Flows, Business Rules, etc.
• Customizations: e.g.: Command Bar buttons, Web Resources, rendering of charts, etc.
 Challenge it: is everything meaningful and adding value? What should be removed/improved/added?
E.g. is the current list of views relevant? Or are my users forced to create their own views?
Identify gaps
 Any potential regressions that weren’t spotted by the Solution Checker / Add-in updates.
 User pain points that could lead to optimizations or specific training.
 Any other dependencies on the legacy web client that sill exist
e.g. the use of the legacy Outlook COM Add-in instead of the lightweight App for Outlook.
Identify opportunities
 Spot positive experiences to build up the value proposition of the transition
e.g. better load times and overall performance, reduced number of clicks to perform an action, etc.
 And any potential optimization for a smoother transition of business processes,
user interface & user experience
64
IDENTIFY
REPLACEMENTS FOR
DEPRECATED CLIENT
API CODE &
FEATURES
IDENTIFY REPLACEMENTS FOR DEPRECATED CLIENT API CODE &
FEATURES
Based on the outputs of the PowerApps Solution Checker and the information contained in this
page on deprecated client APIs and features https://docs.microsoft.com/en-us/dynamics365/get-started/whats-
new/customer-engagement/important-changes-coming, you should have a good understanding of the customizations
and features that either need to be corrected or replaced in your Unified Interface project.
Client API
Recommended replacement methods are documented here:
https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-
engagement/important-changes-coming#some-client-apis-are-deprecated
#
A few examples:
66
Keep an eye on the
“Important changes
(deprecations)”
page for
deprecation
announcements and
help to transition.
Process Dialogs & Task Flows
Recommended replacements for dialogs:
https://docs.microsoft.com/en-us/flow/replace-dialogs
Service Scheduling
Recommended replacement for Service Scheduling:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-
service/basics-service-service-scheduling
MISSING FEATURES
• The following are entities that are currently read-only in Unified Interface:
• KnowledgeArticleViews, KnowledgeBaseRecord
• SharePointDocument, SharePointSite
• SLA (deprecated) -> Enhanced SLA
• SLAKPIInstance
• Template
• Contract, Contract Lines, Contract Templates (deprecated) -> entitlements
• Case Resolution
• Service
• Themes
• Dialogs -> Business Process (easy) or Canvas app (hard)
• JS (xrm.page deprecated)
• addOnKeyPress Use a custom control -> Demo ?
• removeOnKeyPress Use a custom control
• showAutoComplete Use a custom control and corresponding UI
• hideAutoComplete Use a custom control and corresponding UI
UNDERSTAND APPS
AND DEFINING YOUR
APP STRATEGY
UNDERSTANDING APPS
What are apps?
Apps were previously referred to as “App Modules” and are now known as “Model-Driven
apps”. They are a type of PowerApps, and multiple apps can reside on top of a single Dynamics
365 / Common Data Service environment.
Why are apps useful?
Apps can help you tailor the experience on a per user role basis.
Think of it as a container for the user experience.
For example, with apps, a Salesperson can have a completely different experience than a Customer
Service Representative, even though they are using the same environment and the same data.
What can be included within an app?
 App URL
 App Icon
 Welcome Page
 Associated Security Roles
 Associated Mobile Offline
Profiles
 Navigation (sitemap)
 Dashboards
 Business Process Flows
 Entity Forms
 Entity Views
 Entity Charts
69
DEFINING YOUR APP STRATEGY
How to define your app strategy?
Ask yourself the following questions:
1. Can you split your users into multiple groups with specific business processes?
2. Do these groups have different requirements for what they should see and do?
3. Are you finding it difficult to have different user experiences without using apps?
(i.e. it is already possible to associate different forms to different security roles)
If you have answered “Yes” to these questions, then consider having multiple apps.
This is the opportunity to rethink the experience in the context of the your users’ business processes.
Out-of-the-box apps (e.g. Sales Hub) or customized apps?
• That depends how tailored you’d like the experience to be.
• If you have a little level of customizations or want to benefit from first-party app updates, then
consider using native apps.
• If you want more control over the experience and updates of standard apps and customizations,
then create your own app.
Once you have defined your app strategy, what should be the next steps?
1. Customize your target app(s) and only include what users will need.
The less the better for them.
2. Dissociate security roles from unused apps (apart from the Dynamics 365 App for Outlook app)
70
GOVERNANCE AND
ALM STRATEGY TO
GET USER FEEDBACK
EARLY-ON AND
FREQUENTLY
GOVERNANCE
Users test their
business
scenarios &
apps
Iteration of the
apps
New tests
New Iteration
Governance
• Setup governance teams
• Follow design guidelines & patterns
Minimum Viable Product (MVP)
• Start small with your app (process and pilot users)
• Prioritize work based on the business value
Get user feedback frequently
• Offer ways to easily provide feedback.
• Listen and follow-up.
Iterate in small cycles
• Improve the app gradually
• Continue to involve your users
Measure
• Define and track KPIs (e.g. clicks to perform a task, time to finish a process, data quality, etc.)
• Measure improvements (business value)
Unified Interface is all about the user experience, so put your users at the center
72
APPLICATION LIFECYCLE MANAGEMENT
Solutions & ALM
• Model-driven Apps are Solution aware, just like your standard customizations.
• Continue to use Common Data Service solution packages and add apps within a solution context.
• Export as Managed Solution for deployment from Development to Test & Production.
• Follow a structured Application Lifecycle Management process.
73
Beyond
• Have you considered automating your tests? EasyRepro
• Have you considered automating your deployments? PowerApps build tools for Azure DevOps
REVIEW YOUR APPS
& NAVIGATION UX
FUNDAMENTALS
APP & NAVIGATION TAILORING TIPS
Don’t forget
 To include all required entities in your app, even if they are not in the sitemap.
E.g. for Quick Create forms to be available, or for the entities available for selection in Party List
 To provide the “Model-driven App” Read privilege in your Security Roles (Customization tab).
 To enable the “Unified Interface” only mode if your users don’t need to use the legacy web client.
You can still access administration features by clicking “Advanced Settings” in the options (⚙).
 To create a simpler app URL e.g.: https://*.crm.dynamics.com/apps/MyApp
 To try to limit the number of apps a single user can access.
Tip: when “Use Unified Interface only” is set to yes, and when users have only access to one, they are
automatically redirected that app when they access the root URL (https://*.crm.dynamics.com)
Optimize navigation (sitemap)
 Define one main area with the most used sub-areas (dashboard, entities, etc.) organized in groups.
 Create one or more additional areas for less used features (configuration, settings, etc.)
The idea is to help your users focus only on what’s important to do their work.
75
APP & NAVIGATION TAILORING TIPS
Icons! Make it pretty
 The Unified Interface is the perfect opportunity to refresh your app icons.
 Prefer SVG format that always renders well, regardless of the screen resolution.
There are a lot of free libraries of icons (e.g. Syncfusion: Metro Studio)
 Example of SVG icon format:
Width​ and height: 16px​, padding : 0px, background: transparent, icon color: #FF000000
To avoid rendering issues, open the SVG file with an editor (e.g. Notepad) and remove fill="#000000"
76
OPTIONAL STEP:
RETHINK AND OPTIMIZE
THE USER INTERFACE
AND EXPERIENCE
DESIGN PRINCIPLES
• Importance of simplicity
• Deciding what to remove/exclude is as important as agreeing what functionality to include.
• Don’t be afraid to take away unnecessary data.
• Limit distractions
• Focus on insights not data
• Challenge number of views, columns, fields, etc..
• Value-based design (what does the system brings to me?)
• Fitting value around a persona will help focus the design
• Sweat the small stuff!
• Quick wins, help build trust
• Understand Dynamics UX and align to supportability
• Have someone on the delivery team always looking at the next innovation
• Do not follow the design to the letter but follow the principles !
• Set expectations correctly with the business on the benefits of moving to a supported platform.
DESIGN PRINCIPLES
• Designing role focused experiences
• understand the user personas, focusing on their goals and motivations
• Design for the user not the manager
• Design for the specialist role vs generalist role
• Design for the business user vs technical user
• The Power of observation and monitoring
• Measure outcomes not actions
SET UP "UNIFIED INTERFACE ONLY" MODE
"UNIFIED INTERFACE ONLY" MODE IN ACTION
TIPS & TRICKS
CUSTOMIZE APP WELCOME PAGE
Include useful information to users such as new updates, links to videos or getting started information
Welcome!
Sales Hub
EASE USER ONBOARDING WITH CUSTOM HELP PANES
Utilize free form text, web links, images, and videos to provide contextual content to guide your user
Feature is currently in public preview
CAPTURE DETAILS THAT MATTER WITH CUSTOMIZABLE
OPPORTUNITY CLOSE DIALOG
Capture custom close/win details to help sales managers see which competitors are trending in
losses, or what drove success in wins
Feature is part of Early Access for 2019 Release Wave 2
1
2
CONNECT DEEPER WITH LINKEDIN SALES NAVIGATOR
INTEGRATION ENHANCEMENTS
Empower sellers to drive more personalized and meaningful engagements with buyers
Feature is part of Early Access for 2019 Release Wave 2
To use LinkedIn Sales Navigator, you must have a Microsoft Relationship Sales subscription for Dynamics 365 or you will need to sign your team up for LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise
ENABLE AGENT PRODUCTIVITY WITH AUTOMATIC FILTERING OF
KNOWLEDGE ARTICLES
Feature is part of Early Access for 2019 Release Wave 2
1
2
FIND DATA FASTER WITH INTERACTIVE DASHBOARD ADVANCED
FILTERING & NAVIGATION
DO MORE IN LESS SPACE WITH A REFERENCE
PANEL
EXPAND YOUR EXISTING INVESTMENT FROM DESKTOP TO TABLET,
PHONE, OUTLOOK
Measure Employee Satisfaction using
Microsoft FormsPro
Easy to use survey designer
Rich, real-time analytics for survey Reponses
Ability to export to excel for in-depth analytics
© Microsoft Corporation Dynamics 365
This Photo by Unknown Author is licensed under CC BY-S
QUESTIONS ?
REFERENCES
• Transitioning White Paper https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/approaching-unified-interface
• Getting Started Unified Interface playbook : https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface-
playbook
• PCF Gallery : https://pcf.gallery/
• Learn about the Unified Interface : https://docs.microsoft.com/en-us/powerapps/user/unified-interface
• Unified Interface Community Group including a Blog and Forum : https://community.dynamics.com/365/unified-interface/
• Quick Start Guide, add Unified Interface App to existing environment : https://docs.microsoft.com/en-us/powerapps/maker/model-driven-
apps/transition-web-app-existing
• Quick Start Guide – set an environment to Unified Interface as default : https://docs.microsoft.com/en-us/powerapps/maker/model-driven-
apps/transition-web-app
• Introduction to Unified Interface (Video) : https://www.youtube.com/watch?v=_VPOi_Iq6ko&feature=youtu.be
• Unified Interface FAQs : https://aka.ms/UnifiedInterfacefaq
• EasyRepro: https://cloudblogs.microsoft.com/dynamics365/tag/easyrepro/, https://github.com/Microsoft/EasyRepro/wiki/Getting-Started

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Dynamics Power! Saturday Brussels 2019 - transitioning to the unified interface

  • 1. TRANSITIONING TO THE UNIFIED INTERFACE CRM SATURDAY BRUSSELS – NOV,16TH 2019
  • 2. DYNAMICS 365 CUSTOMER ENGAGEMENT UI HISTORY Dynamics 365 Customer Engagement today’s version - all of our customers are on this now Dynamics 365 Customer Engagement earlier versions Legacy web client Desktop Web Browsers Unified Interface Mobile Apps (Tablet & Phone) App for Outlook Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers) Legacy web client Desktop Web Browsers Mobile Web Mobile Web Browsers Outlook Outlook Client Mobile App Mobile Apps (Tablet & Phone)
  • 3. REASONS FOR MICROSOFT INVESTMENT IN UNIFIED INTERFACE & FUTURE DIRECTION To modernize fundamental application technology and UX design To handle broader range of accessibility standards To reduce complexity, cost and time delays caused by • Duplicated investments across core framework, coding languages, supported browsers of various application clients. • Forked code base also resulted in feature differences, regressions and timing of fixes and new features, which also impacted you work! Unified Interface will also reduce your implementation & support costs! Why did Microsoft invest “all-in” on Unified Interface? Legacy web client support for existing customers will co-exist to allow a period of time for your transition but should not be relied on as the reason to further delay migration to Unified Interface. Unified Interface is the strategic direction for all the primary apps & has been the only client to receive new product features and future roadmap investments. This is your call to action to being your migration journey! Important Dynamics 365 Customer Engagement future state Legacy web client Desktop Web Browsers Unified Interface Mobile Apps (Tablet & Phone) App for Outlook Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers)
  • 4. WHY SHOULD YOU MOVE TO UNIFIED INTERFACE?
  • 5. WHY YOU SHOULD CARE TO MOVE TO UNIFIED INTERFACE: Microsoft has already enabled all native first party applications on the Unified Interface for Dynamics 365 Customer Engagement (Sales, Customer Service, Marketing, Field Service, etc) Important: There is no investment in new features or improvements to the legacy web client. Optimize Investment Introduce Exciting UI Improve Performance Enhance Productivity
  • 6. UNIFIED INTERFACE INTRODUCES MANY NEW FEATURES OVER THE LEGACY WEB CLIENT New App UI New Navigation Menu New Apps Concept Full Responsive Design Improved Form Experiences Dynamic Form Reflow New Reference Panel Use or Build Custom Controls Improved Data Exploration Record Set Navigation Interactive Dashboards Improved Lookup
  • 7. UNIFIED INTERFACE IS THE ONLY PLACE TO BENEFIT FROM OPPORTUNITY TO Onboard easily to Mobile and Outlook Use New Controls Fields & Views Use PowerApps Component Framework Embed PowerApp Canvas Experiences Add Contextual PowerBI to Forms Gain Performance in UI & Task Efficiency
  • 8. UNIFIED INTERFACE PERFORMANCE IMPROVEMENTS 63% Improvement in grid load 45% Improvement in dashboard load 37% Improvement in form load 30% Improvement in quick create load 27% Improvement in mobile app launch
  • 9. LET’S SUM UP THE VALUE BENEFITS!
  • 10. Stakeholder Value Points: Moving to Unified Interface • Take advantage of all new investments, features & improvements we deliver. None of these will be on the legacy web client • It’s faster, more modern and provides more productivity features - to positively increase end-user adoption • Early validation efforts will provide a view on effort required. Address Perception vs Reality – help position effectively with the business • Informing Microsoft early of any blockers will help faster triage and provide solution options sooner, unblocking any issues ahead of time Optimize Investment Introduce Exciting UI Improve Performance Enhance Productivity • No dramatic rework • Realize existing investment value • Core functions continue to work as designed • No big upgrade – new UI is already available to be switched to • Modern User Experience • Re-engage end-users • Can use a as re-launch opportunity • Start any new investments solving new business scenarios here • Users will have more options to be able to be productive and see additional value in using the system • Re-engage end-users • Users will see a positive difference to usability – get to places quicker • Accomplish more tasks with less time ADVANTAGES OF STARTING MIGRATION EFFORTS AS SOON AS POSSIBLE:
  • 12. REFRESH YOUR KNOWLEDGE OF OUR MODERN UPDATE PROCESS https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Microsoft-PowerApps-and-Microsoft- Dynamics-365-Modernizing-the/td-p/299073 Microsoft Business Application Summit 2019 Microsoft PowerApps and Microsoft Dynamics 365: Modernizing the way we update Dynamics 365, PowerApps, and CDS Watch recorded session to gain understanding and awareness of our When/What/How we update. You will be able to articulate and prepare your organization for the regular and major update cadence of Dynamics 365. Let’s discuss at the high level now
  • 13. 2 RELEASE WAVES PER YEAR Release wave 1: April – September Release wave 2: October – March © Microsoft Corporation PREDICTABLE CONTINUOUS 2019 Release wave 1 2019 Release wave 2 2020 Release wave 1
  • 14. EARLY VISIBILITY AND AWARENESS Release plan Getting ready for the updates PREDICTABLE CONTINUOUS 2019 Release wave 2 Tip! Unified Interface details are listed under Power Platform release plan: https://docs.microsoft.com/en-us/power-platform-release- plan/2019wave2/microsoft-powerapps/unified-interface-app-everybody https://aka.ms/PowerPlatformReleasePlan https://aka.ms/Dynamics365ReleasePlan
  • 15. EARLY VISIBILITY AND ACCESS TO FEATURES Early access Getting ready for the updates Customers should: • Test out all the end-user automatic features ahead of time • Update their customizations/solutions as needed • Update their guidance to end users & train them • Align production deployment with your organization schedule Early access/ opt-in to user impacting changes https://docs.microsoft.com/en-us/dynamics365/get-started/release-schedule Early access to mandatory end-user impacting features: All changes to Unified Interface must be part of Early Access
  • 16. SEE & COMPARE! What happens to my existing app? Unified Interface vs Legacy web client
  • 17. NEW NAVIGATION BAR & NEW NAVIGATION MENU Unified Interface Legacy web client
  • 18. NEW NAVIGATION MENU Unified Interface Legacy web client
  • 19. IMPROVED NAVIGATION MENU RETAINS EXISTING FUNDAMENTAL STRUCTURE 2 2 3 3 1 1 Unified Interface Legacy web client
  • 20. NEW NAVIGATION BAR – IMPROVES SUPPORT FOR YOUR BRAND COLOR AND LOGO Unified Interface Legacy web client Here is example of other themes show this enhancement: Continue to use your logo and your brand color as set in your environment theme, now the color is carried across the whole top navigation bar Unified Interface Legacy web client
  • 21. DASHBOARDS – SYSTEM OR PERSONAL CONTINUE AS DESIGNED WITH IMPROVEMENTS 1. Improved Charts 2. Using full screen Unified Interface Legacy web client 2 1
  • 22. VIEWS – SYSTEM VIEWS AND PERSONAL VIEWS CONTINUE AS DESIGNED 1 2 Unified Interface Legacy web client
  • 23. FORMS – WHAT HAPPENS TO MY FORM CUSTOMIZATIONS? Unified Interface Legacy web client 1 1 2 2 3 3
  • 24. FORMS – TABS NAVIGATION IS NOW ON TOP AND EASILY DISCOVERABLE Unified Interface Legacy web client 1 2 VS Unified Interface Legacy web client
  • 25. TIMELINE - IMPROVED WITH MORE INFORMATION DENSITY AND BETTER LAYOUT Unified Interface Legacy web client 1 2 3 9 rows vs 4 rows
  • 26. BUSINESS PROCESS FLOW - IMPROVED Unified Interface Legacy web client 1 2 3
  • 27. ART OF THE POSSIBLE What is possible for my app? Unique to Unified Interface
  • 28. EXPAND YOUR EXISTING INVESTMENT FROM DESKTOP TO TABLET, PHONE, OUTLOOK
  • 29. NEW! CALENDAR VIEW CONTROL BOOST CONTEXT IN DATE- ORIENTED DATASETS
  • 30. DASHBOARDS – IMPROVED TIMELINE AND NEW CALENDAR VIEW CONTROL
  • 31. NEW! INTERACTIVE DASHBOARDS – MULTI-CHART & DATE RANGE FILTERING
  • 32. BOOST PRODUCTIVITY WITH NEW RECORD SET NAVIGATION
  • 33. IMPROVED VIEWS USE DYNAMIC REFLOW FOR BEST EXPERIENCE IN A GIVEN SPACE Narrow space Wider space
  • 34. VIEWS AND SUB-GRIDS REFLOW TO BEST UI FOR THE SPACE GIVEN EXAMPLE
  • 35. SUPERCHARGE YOUR UNIFIED INTERFACE FORMS WITH NEW CAPABILITIES & FEATURES!
  • 38. NEW! BUILD USER ROLE OR PURPOSE SPECIFIC APPLICATIONS USING MULTIPLE APPS Apps list in action Sales Manager Salesperson 1 2
  • 39. Apps list is always available Default landing page for users with multiple Apps 21 There are two places the App Lists is available: 1. Always on top of the navigation menu If User has multiple Apps available to them: 2. My Apps page is shown on when launching of your default URL Also: • If any user has just one App assigned to them it will open immediately without any prompts • Users can also see all their apps across all environments if they go to http://home.dynamics.com APPS ARE EASY IS FOR USERS TO SWITCH BETWEEN!
  • 40. BEHAVIOR OF “UNIFIED INTERFACE ONLY“ MODE Note: If you turn off Unified Interface Only, your apps will become available in same interface as before. Default behavior Dynamics 365 - Custom Legacy web client Dynamics 365 App for Outlook Unified Interface Dynamics 365 CE Apps Unified Interface Custom apps Web Client / Unified Interface Unified Interface Only Unified Interface Dynamics 365 - Custom Dynamics 365 App for Outlook Custom appsDynamics 365 CE Apps
  • 42. Pilot appParallel appCurrent app Continue with a parallel app or create a new pilot app
  • 43. PARALLEL APP Start with what you already have
  • 44. CREATE A NEW APP FROM EXISTING SITEMAP Use an existing development environment Run Solution Checker Identify all changes required in client scripts Create a new app from an existing solution
  • 45. CREATE A NEW MODEL-DRIVEN APP FROM AN EXISTING SITEMAP – MAKER EXPERIENCE
  • 48. ADD ENTITIES INTO AN APP 1. Adding entities will add all the child components – Forms, Views, Charts & Dashboards
  • 52. PILOT APP Begin with small pieces for a small group
  • 53. PILOT APP Initiate Identify a small use case with a high value which can be realized in short term Implement Utilize new features and components available only in Unified Interface which will help you to make user experience modern, increase user adoption and make users more productive. Deploy Use your standard Application Lifecycle Management and start with a small group of users. Feedback Getting feedback and improving existing solution is key for creating an app with high adoption. Design Keep low number of customizations and leverage standard capabilities for benefiting from upcoming update 5 5
  • 54. PILOT APP - SAMPLE 56
  • 56. ESTABLISH A WORKPLAN FOR A SUCCESSFUL TRANSITION ✅ Run the PowerApps Solution Checker on your solutions to identify deprecated client APIs and benefit from recommendations on your customizations and custom developments. ✅ Check your ISV & add-ins compatibility with the Unified Interface ✅ Test your application in a Unified Interface only mode “as-is” to identify gaps and opportunities ✅ Identify replacements for deprecated client API code & features ✅ Define your app strategy and settings ✅ Define your governance and ALM strategy and think about getting user feedback early-on and ✅ Review your apps & navigation UX fundamentals ✳ Optional steps: gain even more business value by going further in the optimization of the user interface and experience Leverage Unified Interface exclusive features, Optimize Forms, Views, Dashboards & Charts, Cleanup Metadata, Make Help Easy ✅ Build your apps ✅ Non-regression testing of your customizations and custom developments based on your key business scenarios ✅ User Acceptance Testing ✅ Go-Live 🏁 58
  • 58. USE THE POWERAPPS SOLUTION CHECKER TO CHECK YOUR CUSTOMIZATIONS https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/use-powerapps-checker • In make.powerapps.com, select your development environment, and then go to solutions. • Run the solution checker on each of your unmanaged solutions to get recommendations and warnings on unsupported and deprecated methods. This checks plugins, custom workflow activities, HTML and JavaScript web resources and SDK message steps configuration. 60
  • 59. CHECK YOUR ISV & ADD-INS COMPATIBILITY
  • 60. CHECK YOUR ISV & ADD-INS COMPATIBILITY WITH UNIFIED INTERFACE • If you have installed ISV (Independent Software Vendor) add-ins through AppSource, check if upgrades are available in the Dynamics 365 Administration Center, in “Solutions”. • If you are using other third-party add-ins, provided by your partner or an ISV you should contact them to get a new version that updates the apps to Unified Interface. 62https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/update-apps-to-unified-interface
  • 61. TEST YOUR APPLICATION IN A UNIFIED INTERFACE ONLY MODE “AS-IS” TO IDENTIFY GAPS AND OPPORTUNITIES
  • 62. TEST YOUR APP IN UNIFIED INTERFACE “AS-IS” TO HAVE A FIRST ASSESSMENT DONE BY YOUR BUSINESS USERS Get a first look at your application rendered in the Unified Interface  Use a sandbox environment similar to your production environment to test the Unified Interface  Test your business scenarios and customizations, focusing on what could potentially be impacted: • Business processes: e.g.: Business Process Flows, Business Rules, etc. • Customizations: e.g.: Command Bar buttons, Web Resources, rendering of charts, etc.  Challenge it: is everything meaningful and adding value? What should be removed/improved/added? E.g. is the current list of views relevant? Or are my users forced to create their own views? Identify gaps  Any potential regressions that weren’t spotted by the Solution Checker / Add-in updates.  User pain points that could lead to optimizations or specific training.  Any other dependencies on the legacy web client that sill exist e.g. the use of the legacy Outlook COM Add-in instead of the lightweight App for Outlook. Identify opportunities  Spot positive experiences to build up the value proposition of the transition e.g. better load times and overall performance, reduced number of clicks to perform an action, etc.  And any potential optimization for a smoother transition of business processes, user interface & user experience 64
  • 64. IDENTIFY REPLACEMENTS FOR DEPRECATED CLIENT API CODE & FEATURES Based on the outputs of the PowerApps Solution Checker and the information contained in this page on deprecated client APIs and features https://docs.microsoft.com/en-us/dynamics365/get-started/whats- new/customer-engagement/important-changes-coming, you should have a good understanding of the customizations and features that either need to be corrected or replaced in your Unified Interface project. Client API Recommended replacement methods are documented here: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer- engagement/important-changes-coming#some-client-apis-are-deprecated # A few examples: 66 Keep an eye on the “Important changes (deprecations)” page for deprecation announcements and help to transition. Process Dialogs & Task Flows Recommended replacements for dialogs: https://docs.microsoft.com/en-us/flow/replace-dialogs Service Scheduling Recommended replacement for Service Scheduling: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer- service/basics-service-service-scheduling
  • 65. MISSING FEATURES • The following are entities that are currently read-only in Unified Interface: • KnowledgeArticleViews, KnowledgeBaseRecord • SharePointDocument, SharePointSite • SLA (deprecated) -> Enhanced SLA • SLAKPIInstance • Template • Contract, Contract Lines, Contract Templates (deprecated) -> entitlements • Case Resolution • Service • Themes • Dialogs -> Business Process (easy) or Canvas app (hard) • JS (xrm.page deprecated) • addOnKeyPress Use a custom control -> Demo ? • removeOnKeyPress Use a custom control • showAutoComplete Use a custom control and corresponding UI • hideAutoComplete Use a custom control and corresponding UI
  • 66. UNDERSTAND APPS AND DEFINING YOUR APP STRATEGY
  • 67. UNDERSTANDING APPS What are apps? Apps were previously referred to as “App Modules” and are now known as “Model-Driven apps”. They are a type of PowerApps, and multiple apps can reside on top of a single Dynamics 365 / Common Data Service environment. Why are apps useful? Apps can help you tailor the experience on a per user role basis. Think of it as a container for the user experience. For example, with apps, a Salesperson can have a completely different experience than a Customer Service Representative, even though they are using the same environment and the same data. What can be included within an app?  App URL  App Icon  Welcome Page  Associated Security Roles  Associated Mobile Offline Profiles  Navigation (sitemap)  Dashboards  Business Process Flows  Entity Forms  Entity Views  Entity Charts 69
  • 68. DEFINING YOUR APP STRATEGY How to define your app strategy? Ask yourself the following questions: 1. Can you split your users into multiple groups with specific business processes? 2. Do these groups have different requirements for what they should see and do? 3. Are you finding it difficult to have different user experiences without using apps? (i.e. it is already possible to associate different forms to different security roles) If you have answered “Yes” to these questions, then consider having multiple apps. This is the opportunity to rethink the experience in the context of the your users’ business processes. Out-of-the-box apps (e.g. Sales Hub) or customized apps? • That depends how tailored you’d like the experience to be. • If you have a little level of customizations or want to benefit from first-party app updates, then consider using native apps. • If you want more control over the experience and updates of standard apps and customizations, then create your own app. Once you have defined your app strategy, what should be the next steps? 1. Customize your target app(s) and only include what users will need. The less the better for them. 2. Dissociate security roles from unused apps (apart from the Dynamics 365 App for Outlook app) 70
  • 69. GOVERNANCE AND ALM STRATEGY TO GET USER FEEDBACK EARLY-ON AND FREQUENTLY
  • 70. GOVERNANCE Users test their business scenarios & apps Iteration of the apps New tests New Iteration Governance • Setup governance teams • Follow design guidelines & patterns Minimum Viable Product (MVP) • Start small with your app (process and pilot users) • Prioritize work based on the business value Get user feedback frequently • Offer ways to easily provide feedback. • Listen and follow-up. Iterate in small cycles • Improve the app gradually • Continue to involve your users Measure • Define and track KPIs (e.g. clicks to perform a task, time to finish a process, data quality, etc.) • Measure improvements (business value) Unified Interface is all about the user experience, so put your users at the center 72
  • 71. APPLICATION LIFECYCLE MANAGEMENT Solutions & ALM • Model-driven Apps are Solution aware, just like your standard customizations. • Continue to use Common Data Service solution packages and add apps within a solution context. • Export as Managed Solution for deployment from Development to Test & Production. • Follow a structured Application Lifecycle Management process. 73 Beyond • Have you considered automating your tests? EasyRepro • Have you considered automating your deployments? PowerApps build tools for Azure DevOps
  • 72. REVIEW YOUR APPS & NAVIGATION UX FUNDAMENTALS
  • 73. APP & NAVIGATION TAILORING TIPS Don’t forget  To include all required entities in your app, even if they are not in the sitemap. E.g. for Quick Create forms to be available, or for the entities available for selection in Party List  To provide the “Model-driven App” Read privilege in your Security Roles (Customization tab).  To enable the “Unified Interface” only mode if your users don’t need to use the legacy web client. You can still access administration features by clicking “Advanced Settings” in the options (⚙).  To create a simpler app URL e.g.: https://*.crm.dynamics.com/apps/MyApp  To try to limit the number of apps a single user can access. Tip: when “Use Unified Interface only” is set to yes, and when users have only access to one, they are automatically redirected that app when they access the root URL (https://*.crm.dynamics.com) Optimize navigation (sitemap)  Define one main area with the most used sub-areas (dashboard, entities, etc.) organized in groups.  Create one or more additional areas for less used features (configuration, settings, etc.) The idea is to help your users focus only on what’s important to do their work. 75
  • 74. APP & NAVIGATION TAILORING TIPS Icons! Make it pretty  The Unified Interface is the perfect opportunity to refresh your app icons.  Prefer SVG format that always renders well, regardless of the screen resolution. There are a lot of free libraries of icons (e.g. Syncfusion: Metro Studio)  Example of SVG icon format: Width​ and height: 16px​, padding : 0px, background: transparent, icon color: #FF000000 To avoid rendering issues, open the SVG file with an editor (e.g. Notepad) and remove fill="#000000" 76
  • 75. OPTIONAL STEP: RETHINK AND OPTIMIZE THE USER INTERFACE AND EXPERIENCE
  • 76. DESIGN PRINCIPLES • Importance of simplicity • Deciding what to remove/exclude is as important as agreeing what functionality to include. • Don’t be afraid to take away unnecessary data. • Limit distractions • Focus on insights not data • Challenge number of views, columns, fields, etc.. • Value-based design (what does the system brings to me?) • Fitting value around a persona will help focus the design • Sweat the small stuff! • Quick wins, help build trust • Understand Dynamics UX and align to supportability • Have someone on the delivery team always looking at the next innovation • Do not follow the design to the letter but follow the principles ! • Set expectations correctly with the business on the benefits of moving to a supported platform.
  • 77. DESIGN PRINCIPLES • Designing role focused experiences • understand the user personas, focusing on their goals and motivations • Design for the user not the manager • Design for the specialist role vs generalist role • Design for the business user vs technical user • The Power of observation and monitoring • Measure outcomes not actions
  • 78. SET UP "UNIFIED INTERFACE ONLY" MODE
  • 79. "UNIFIED INTERFACE ONLY" MODE IN ACTION
  • 81. CUSTOMIZE APP WELCOME PAGE Include useful information to users such as new updates, links to videos or getting started information Welcome! Sales Hub
  • 82. EASE USER ONBOARDING WITH CUSTOM HELP PANES Utilize free form text, web links, images, and videos to provide contextual content to guide your user Feature is currently in public preview
  • 83. CAPTURE DETAILS THAT MATTER WITH CUSTOMIZABLE OPPORTUNITY CLOSE DIALOG Capture custom close/win details to help sales managers see which competitors are trending in losses, or what drove success in wins Feature is part of Early Access for 2019 Release Wave 2 1 2
  • 84. CONNECT DEEPER WITH LINKEDIN SALES NAVIGATOR INTEGRATION ENHANCEMENTS Empower sellers to drive more personalized and meaningful engagements with buyers Feature is part of Early Access for 2019 Release Wave 2 To use LinkedIn Sales Navigator, you must have a Microsoft Relationship Sales subscription for Dynamics 365 or you will need to sign your team up for LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise
  • 85. ENABLE AGENT PRODUCTIVITY WITH AUTOMATIC FILTERING OF KNOWLEDGE ARTICLES Feature is part of Early Access for 2019 Release Wave 2 1 2
  • 86. FIND DATA FASTER WITH INTERACTIVE DASHBOARD ADVANCED FILTERING & NAVIGATION
  • 87. DO MORE IN LESS SPACE WITH A REFERENCE PANEL
  • 88. EXPAND YOUR EXISTING INVESTMENT FROM DESKTOP TO TABLET, PHONE, OUTLOOK
  • 89. Measure Employee Satisfaction using Microsoft FormsPro Easy to use survey designer Rich, real-time analytics for survey Reponses Ability to export to excel for in-depth analytics
  • 90.
  • 91. © Microsoft Corporation Dynamics 365 This Photo by Unknown Author is licensed under CC BY-S
  • 93. REFERENCES • Transitioning White Paper https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/approaching-unified-interface • Getting Started Unified Interface playbook : https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/unified-interface- playbook • PCF Gallery : https://pcf.gallery/ • Learn about the Unified Interface : https://docs.microsoft.com/en-us/powerapps/user/unified-interface • Unified Interface Community Group including a Blog and Forum : https://community.dynamics.com/365/unified-interface/ • Quick Start Guide, add Unified Interface App to existing environment : https://docs.microsoft.com/en-us/powerapps/maker/model-driven- apps/transition-web-app-existing • Quick Start Guide – set an environment to Unified Interface as default : https://docs.microsoft.com/en-us/powerapps/maker/model-driven- apps/transition-web-app • Introduction to Unified Interface (Video) : https://www.youtube.com/watch?v=_VPOi_Iq6ko&feature=youtu.be • Unified Interface FAQs : https://aka.ms/UnifiedInterfacefaq • EasyRepro: https://cloudblogs.microsoft.com/dynamics365/tag/easyrepro/, https://github.com/Microsoft/EasyRepro/wiki/Getting-Started

Editor's Notes

  1. Joris : Solution Architect @ Realdolmen Philip : Solution Architect @ Microsoft Stephane : CTO @ Business Elements
  2. While Dynamics Entity Data, Security and Business Rules all work for you undercovers just the same - think of them players of the final business application UI on top of all that goodness that reads your designed of forms, views or dashboards – your specific metadata. In previous version of Dynamics 365 before version 9 … we had many players of this metadata! Look at all of the metadata players that our customers had to consider for design of layout and technical compatibility - we had way too many, that came with feature- and technology-gaps to deal with too! Now in latest Dynamics 356 we introduced a unification of many UI experiences and players into one technology stack creating Unified Interface! “This does not change your application; this change we are talking about is the user interface” Note that if you are using Mobile in our latest version today, you are already realizing this value – the tuning and optimization you’ve done to your configuration for Mobile Apps on v9 will pay forward to App for Outlook and Desktop use-cases as part of your overall migration effort. Pat yourself on the back! While not invested in new features, we’ve kept the legacy Web Client for customers to have time to transition to Unified Interface…let’s exploere why THE TIME TO MOVE IS NOW!
  3. We want everyone to understand why Microsoft made an investment in Unified Interface We created Unified Interface from scratch using the latest of web technologies and user experience design We also invested heavily into ensure this new UI meets accessibility standards enabling more individuals to benefit from your business applications The complexity and costs of supporting multiple UI platforms created slow downs in our ability to innovate and how quickly we resolve issues. This had an impact to your implementation efforts as well as it was more complex to build business applications spanning all the UI platforms. Important to note that Web Client interface is only here to allow organizations to make a measure migration. Since there is no new features and a clear message to migration should be very clear! Microsoft is focused on making Unified Interface the sole UI for Dynamics 365 moving forward.
  4. Let’s take a look at reasons why your organization should move to Unified Interface!
  5. Optimize your existing application investment without losing all your implementation work Modernize Experience with a new UI that’s fresh and exciting End-user productivity in working with data in your business application Improved Performance helps with speed of the interface being delivered to the end-user Realized innovation and new features roadmap Microsoft Dynamics 365 has long completed our native in-box applications for Sales, Customer Service and others on Unified Interface. Many existing and all new customers are already realizing this value today. Are you? Again none of these gains are possible while remaining on Web Client.
  6. There are 3 areas: New App UI We have a brand-new UI in the Dynamics 365 App introducing the new User Experience There is a new easier to use Navigation Menu making it easier to move around your application Brand New Apps Concepts are now possible – deliver focused Apps for your end-users The App UI is fully responsive from Desktop to Mobile to App for Outlook Improved Data Exploration Finding and working with Business Data is core to a business application solution We introduced a new Record Set Navigator allowing you to stay in context while moving between records with efficiency New Interactive Dashboard take Dashboards to the new level of capability for working with data with interactive filters quickly getting users to the data they need We improved the core Lookup experience allowing for more fluid way to find records Improved Form Experiences We significantly improved Forms where the work with business data happens by your users The Forms respond and reflow to all the new features that come into the UI as users work and adapt to the space available To save space and do more with less we have a new Reference Panel that allows users to stay in context and gain insights from more data Introducing the new ability to build your own or use our out of the box custom controls to further improve your business application user experience
  7. Again, Unified Interface is the ONLY place to benefit from all the exciting new features Responsive and dynamics layout enable you to cater to different screen sizes, devices and clients like mobile or Outlook with ease Use new controls like start rating or switch toggle that are more intuitive for the end users to understand, action and update business data Build your own or use custom controls delivered by via pro-developer class PowerApp Component Framework unleashing new creativity and user experience to meet your business needs Be able to combine the strengths of Power Platform like embedding Canvas Apps that bring capabilities for pixel perfect design for those “must look this way” experiences and leverage over 200 Power Connectors to get at data external to Dynamics 365 In additional to continuing to use PowerBI on Dashboards now be able to contextually place PowerBI elements on a Form – for example on Account Form can now have a PowerBI report added that would reflective of the exact Account record End-user performance improvements is a result of not only faster technology but task efficiency for the end-users
  8. In our testing these are the types of average gains that Unified Interface See your data 63% faster Start working with data in forms 37% faster Gain faster insight with 45% quicker load of dashboards Get to faster creation of data with 30% improvement in quick create forms Start your work on the go – quicker by 27% As you can see in Unified Interface - we’ve made dramatic performance improvements in common actions as compared to the legacy web client
  9. Before we get into the exciting visuals - let’s summarize value points…
  10. [Core messages are on the slide for ease of sharing] The message is to start your early validation as soon as possible, because: This will enable you to understand the scope and help dissolve the fear of unknown of your individual business application migration journey to Unified Interface This will enable us at Microsoft to support you to unblock you with options sooner and let us know if there are any issues so we can fix them
  11. Make sure you are planning for the future
  12. You should also get familiar with our new update process to Dynamics 365, PowerApps and Common Data Services https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Microsoft-PowerApps-and-Microsoft-Dynamics-365-Modernizing-the/td-p/299073
  13. It’s important that we touch on leveraging your existing investment in Dynamics 365 – in this section we will demonstrate that your work is still here, and see how your existing application would function with Unified Interface
  14. Right away you will notice the new UI ! On top improved Navigation Bar On the side improved new Navigation Menu Let’s take a look at them in detail…
  15. The new Navigation Menu is always present and easier than ever to navigate without losing the ever elusive hover using mouse required in Web Client The new Navigation Menu can be collapsed to create more working space in the app. In either mode the users know exactly where they are and where they can navigate to with ease
  16. Improved usability gains from retained core structure of the elements in your sitemap. Your customization investment is still here, if you made modifications those are still realized in the new Menu.
  17. Up on top the new Navigation Bar is more at home then ever. We know your branding and corporate identity is important to your organization culture. We made improvements to reduce any impediments to your brand color allowing your brand to shine via our existing theme color support across the whole top Navigation Bar.
  18. Still here and some improvements visible but improved with better density and improved charts!
  19. We simplified the design and remove unnecessary colors and background sections. As you can see new Views on Unified Interface as just as dense showing same records as they do in legacy web client Views in the same space.
  20. Forms is where the action happens! Don’t worry we keep your section design is still here. Your SDK customizations remain. We made the Form easier to read by removing unnecessary colors and backgrounds.
  21. Point out the business use case – easier to not miss the form tabs so that you can quickly keep them top of mind and navigate them easier Previous design of Tabs on Web Client robbed vertical space on the Form and required extensive scrolling, or worse created opportunities to forget about Tabs of data way down on the Form. We still support all the customization of showing and hiding Tabs via APIs supporting your business needs.
  22. Now let’s take a look what can be done when your business applications utilize the new capabilities only possible with Unified Interface
  23. Forms transform from desktop, tablet, phone based on available screen real-estate given to the browser or app Because our new Forms have dynamics reflow – it’s easier than ever to roll-out additional form-factors with minimal investment.
  24. With introduction of View Controls – Calendar control allows any entity with date field to be represented in on an easy to understand calendar view. This is immediately practical on the out of the box Activities views or can be adapted on any entity view that has a date field.
  25. Dashboards are better then ever! Improved Timeline Control has reduced density and allows users to see all activity types in a single view Calendar is our newest View Control – allows for more intuitive and natural way to look at date-based record sets Relationship Assistant gets it’s own space to help your users by leveraing our AI capabilities to make the more productive
  26. Now with Unified Interface we have Interactive Dashboards! If you ever build a Dashboard for each Quarter or YTD – you know the struggle – no more! Date Range Filter in Interactive Dashboards The Interactive in Interactive Dashboards comes from ability to combine filtering – you could select High Priority and Phone Origin and view just those records
  27. *SLIDE FOR PRINT ONLY* Now with Unified Interface we have Interactive Dashboards! If you ever build a Dashboard for each Quarter or YTD – you know the struggle – no more! Date Range Filter in Interactive Dashboards The Interactive in Interactive Dashboards comes from ability to combine filtering – you could select High Priority and Phone Origin and view just those records –
  28. Record Set Navigator boosts productivity without introducing context shifting previously needed by going back and forth between the Form and the List of data the record came from. Simply put this feature allows your users to bring with them the filtered set of records they navigated from into the Form, and once expanded toggle between them without leaving the Form and going back to the source of the list of data. This enabled the user to stay focus one the data without moving back and forth between screens.
  29. **FOR PRINT ONLY***
  30. This is just an example of our in-built reflow capability The Unified Interface would always present the best user experience When configuring for you own needs, you will be able to define the reflow explicitly to meet your needs. This of this type of behavior when you design your own custom controls as well!
  31. Here is another example of our in-built reflow capability In this example a user adjusts their zoom level in the browser from double to default showing capability of the Unified Interface to adopting to best UI given the constraints
  32. This form was in Unified Interface was supercharged with a few of our goodies: More intuitive Customer Rating field using just one of many of our out of the box Custom Controls you can easily convert existing fields controls to new controls Engaging visual display of data with a custom KPI graphic using our pro-developer PowerApp Component Framework Embedding rich-interactive experiences built using Canvas Apps allows for UI freedom and ability to connect to over 200+ Power Connectors to talk to other data services
  33. PowerApp Component Framework ships with several sample controls to accelerate your work And many controls has already been developed by customers, partners and the community, many available for your own use or inspiration!
  34. Reference Panel allows users to do more within the same space on the form without navigating away from what’s important. In this example for Customer Service use case – we can see other recent cases, entitlements and be able to view and act on knowledge articles without leaving the form.
  35. Another chapter of expanding your business applications is ability to create tailored application for users or their needs either based on role or purpose. In this example you see that the sales manager has a unique Sales Manager App that we’ve created focusing their experience just to what most matters to them In sales person cannot see the manager app and you see that we also create a special application focused on the unique needs during the renewal season where different dashboard, view and form design are all about the renewal. Think of these applications concept as containers for organization of views, dashboards and forms – while retaining fundamentals like data and role security because we are still in the same instance environment
  36. There are two places the App Lists is available: Always on top of the navigation menu Always on launching of your default URL or simply by going to Home.Dynamics.com When users go to the default URL of your Dynamics 365 Instance as they do today, if they had multiple Apps available for them – they will see this list. If a user only has a single App they will launch straight into it without any delay.
  37. It’s just a setting for each instance It doesn’t do any changes in your solution Use UI every time instead of App Type Enable / Disable anytime
  38. Parallel app is about working with what you already have but showcasing it within the Unified Interface.
  39. Currently use legacy web client, don’t break it, just add something new Each customer – different transition path Type of apps can be combined Some customers Parallel app only Very similar to what you have today No time / no resources Not a lot of issues during Quick Test Another customer will start with small apps / pilot Bringing a unique experience / new features / PoC Specific use case Deliver a pilot to PROD asap STORY: UI app provided for 3 weeks and remove an access. Users will ask for UI.
  40. Parallel app is about working with what you already have but showcasing it within the Unified Interface.
  41. App concept is a way to bring a more tailored experience to a group of users allowing them to only see what they need to. Access to an app can be filtered with Security Roles. Since this app can be deployed to Acceptance / Production environments, it must be a part of standard Application Lifecycle Management A parallel app approach is about deep diving into customizations, you can utilize PowerApps Solution Checker which will do a quick Code Review for you and help you for example with identification of deprecated features or potential blockers for re-work. The first step which you need to do is to create a new app from an existing sitemap
  42. Again there is multiple ways how you can create an app, but this is the latest one. We are using PowerApps Maker Portal where you can make other customizations as well. ANIMATION https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/transition-web-app-existing  - Quick Start Guide for adding a Unified Interface App based on an existing Environment
  43. For this case we need to select a name of the app, description and “Use existing solution to create the App”
  44. As soon as a new app is created, we can start with customizations. For example we can start with editing Sitemap where we can add new items, edit existing items or remove them as well.
  45. As soon as we edited the sitemap, we can modify components an app. We can for example add a new custom entity “Subscription” into the app, but allow only specific forms and views to be available in this app.
  46. Before we will click on Publish button and make changes available for users, we should validate our app and check if there are no outstanding issues that could effect usage.
  47. As soon as the validation process is done, we can see results of a validation. In our case the validation service is warning us that there are entities where we allowed all forms and views for users so potentially, they can see more information than they really need. Always a good idea to validate with your business champions and re-visit after some hands on testing to see if you have made the right areas accessible. Every time you create a new app then ensure you have a related security role to associate with the users so they can view it within the menus.
  48. At this phase you successfully created a new app which contains same customizations as your existing application that utilized the legacy web client. Based on the quick test you know areas which need your attention. Now, you can deep dive into these issues and start fixing them. Your application is also ready for deployment, so you can deliver it to other environments and make it available for some key users or testers.
  49. We already know that a Pilot app should bring a small functionality for specific group of users with a high value for them. Let’s have a look how you can plan it.
  50. Sample app for Sales people. Interactive dashboard New grid (Release Wave 2) Account Form with OOB controls + PCF component Calendar view for subgrid
  51. As in any project, take the time to plan the required steps. It doesn’t have to be a classic v-cycle / waterfall project, you can also consider approaching things in an agile way, to make sure that the user feedback loop is efficient and feeds your backlog. The Unified Interface comes with a large breadth of new or improved features that can be implemented incrementally, depending on the business value they bring to your users and processes.
  52. The PowerApps Solution Checker scans the customizations included in your unmanaged solutions (in development) and makes recommendations. https://powerapps.microsoft.com/en-us/blog/make-higher-quality-apps-with-solution-checker/
  53. More information on enabling the Unified Interface Only mode: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-unified-interface-only
  54. More information on apps: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/design-custom-business-apps-using-app-designer
  55. More information on the app properties: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-app-properties
  56. The transition to Unified Interface can of course integrate into your regular governance / ALM processes. It is crucial that your business users and sponsors are involved in this project. There are many quick-wins or new features in the Unified Interface that can help your users achieve great results and have a better adoption of the application.
  57. More on Solutions: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/solutions-overview More on EasyRepro: https://cloudblogs.microsoft.com/dynamics365/tag/easyrepro/ https://github.com/Microsoft/EasyRepro/wiki/Getting-Started More on PowerApps Build Tools: https://powerapps.microsoft.com/en-us/blog/automate-your-application-lifecycle-management-alm-with-powerapps-build-tools-preview/ https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/build-tools-overview
  58. What if my users have multiple apps? How to make it easy for them? Make sure they update their shortcuts, so that instead of https://*.crm.dynamics.com, they directly point to the specific app they need: https://*.crm.dynamics.com/apps/MyApp Make sure that user know how to switch between apps in the navigation, or make them use https://*.crm.dynamics.com/apps
  59. What if my users have multiple apps? How to make it easy for them? Make sure they update their shortcuts, so that instead of https://*.crm.dynamics.com, they directly point to the specific app they need: https://*.crm.dynamics.com/apps/MyApp Make sure that user know how to switch between apps in the navigation, or make them use https://*.crm.dynamics.com/apps
  60. https://admin.powerplatform.microsoft.com/ We provide multiple ways, but will show the latest one via Power Platform Admin portal    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/transition-web-app Power Apps Maker documentation – guide how to enable it from various places
  61. Unified Interface Only works also with the default Dynamics 365 app Your entities will be available in UI without making any changes That was really Quick transition 
  62. Add a Welcome Page to your app to promote new changes/updates. Include links to videos and How-To guides
  63. Custom help panes is a new feature in unified interface, custom help panes provides you a way to configure contextual content to guide users throughout their day to day activities. Custom Help Panes support text, web links, embedded videos and images and in form coach marks
  64. When closing an opportunity, businesses often need to understand why the opportunity was lost or won to build upon past losses and successes or to try new strategies for improving win rates. By supporting customization of the Opportunity Close dialog box, Dynamics 365 for Sales helps companies capture close/win details based on their strategic sales initiatives For more details, https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/customization-opportunity-close-dialog-box
  65. Dynamics 365 for Sales will foster efficient customer engagement by allowing sales reps to compose and send LinkedIn InMail from within Dynamics 365 for Sales entities For more details https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/relationship-sales
  66. https://docs.microsoft.com/en-us/business-applications-release-notes/april19/service/knowledge-management/auto-filter-knowledge-articles
  67. If you ever build a Dashboard for each Quarter or YTD – you know the struggle – no more! Date Range Filter in Interactive Dashboards The Interactive in Interactive Dashboards comes from ability to combine filtering – you could select High Priority and Phone Origin and view just those records
  68. !Reference Panel allows users to do more within the same space, user are able to quickly view related records without navigating away from what’s important. In this example for Customer Service use case – we can see other recent cases, entitlements and be able to view and act on knowledge articles without leaving the case form. This could also be an opportunity to display multiple subgrids on a page
  69. Forms transform from desktop, tablet, phone based on available screen real-estate given to the browser or app Because our new Forms have dynamic reflow – it’s easier than ever to roll-out additional form-factors with minimal investment.
  70. Visit https://formspro.microsoft.com for more details about Microsoft Forms Pro