The Unified Interface is already the default experience for new Dynamics 365 Sales or Customer Services customers, but you might still use the classic/legacy web client on existing projects. In this session, we will explain why you need to move to the Unified Interface, different scenarios for making this transition and look into lessons learned from customers which already took the jump.
Dynamics 365 Saturday - London 2018 - New Features and Deprecations with Dyna...Ramon Tebar
This presentation was part of the event Dynamics 365 Saturday celebrated in London in January 2018. During the session, my MVP colleague Baris and I, covered the new features coming with Dynamics 365 Customer Engagement version 9 and we also highlighted the ones to be deprecated.
Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources. ERP software integrates all facets of an operation, including product planning, development, manufacturing, sales and marketing.
Dynamics 365 Saturday - London 2018 - New Features and Deprecations with Dyna...Ramon Tebar
This presentation was part of the event Dynamics 365 Saturday celebrated in London in January 2018. During the session, my MVP colleague Baris and I, covered the new features coming with Dynamics 365 Customer Engagement version 9 and we also highlighted the ones to be deprecated.
Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources. ERP software integrates all facets of an operation, including product planning, development, manufacturing, sales and marketing.
Rolustech is an official SugarCRM and Salesforce Partner firm with offices in the UK, USA, and Pakistan. Our team of over 170 experienced resources has rendered services to more than 800 satisfied clients globally. We use lean and agile development methodologies to build optimal CRM systems for our valued clients, which include SugarCRM Partners, Salesforce Partners, and Enterprise Customers. In addition to helping businesses with CRM Customization, Integration, Deployment, Maintenance, and Support, our team also has extensive experience with Mobile App Development, the Magento e-Commerce Platform, and Artificial Intelligence.
What is integration?
One view of many data sources
Integration is all about bringing data from disparate sources into one view so that your team can stop working in silos and either see what’s important on one screen or through a single set of reports or so that they can use different types of technology within one view or interface.
Ambient Info Solution performs the same activities for the organization. They train a team of experts and let them be hired by companies. In this manner, they are creating a team of experts and helping in the growth of development of the society. Ambient info Solution offers a wide range of courses depending on the interests of the students. These courses are based on the mentality of the students and the specific requirement of the companies.
Nowadays Salesforce is one of the world’s leading customer relationship management CRM programs. It helps to manage customers, sales and service in one platform and salesforce provides many automation and reporting tools. Salesforce Integration is the process of connecting Salesforce.com to other 3rd party external systems and applications like Facebook, LinkedIn, Gmail, Outlook, Hub Soft, Heroku, SAP, Oracle, Microsoft, WordPress CMS and external websites. The Salesforce API is as vast as deep blue sea because it uses an API first approach for building features on the Salesforce platform. API first means to build a robust API before designing its UI. This approach provides the flexibility to mold the data in whatever format required. Appropriate Salesforce Integration allows enough access and also allows the analysis of information. A Salesforce Integration solution is a software that puts together and oversees correspondence between Salesforce CRM and distinct frameworks, utilizing APIs to decode messages that systems exchange. The decision of a Salesforce integration pattern depends upon the number of frameworks to incorporate and their particulars, as well as the number of integration levels to enfold. Lavanya Yallanki | Yogeshchandra Puranik "A Review on Salesforce Integration" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-4 , June 2021, URL: https://www.ijtsrd.compapers/ijtsrd42502.pdf Paper URL: https://www.ijtsrd.comengineering/computer-engineering/42502/a-review-on-salesforce-integration/lavanya-yallanki
Salesforce Spring19 Release Overview Deck.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~140 slides) summary of the features developed.
For more info please check:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
Emerging Trends in Cloud Architecture: Social, Mobile, ConnectedSalesforce
In the first wave of computing, companies used mainframes and terminals across thousands of computers. Then we moved to the second wave of computing -- client server computing - where millions of PCs existed on networks. But today, we're entering into a third wave of computing, the most exciting wave of computing ever because everything is becoming connected. It’s not just PCs, but it’s smartphones, tablets, products, sensors, watches – almost anything can be connected. In fact, over 50 billion things will become connected by 2020, because everything is in the cloud.
In the third wave of computing, more and more devices and things are becoming connected and controlled through social and mobile apps.
Why XPager? IBM Notes customers’ vision of modernizationEffiChange LLC
IBM Notes® and Domino® is still one of the most prolific application platforms in the world, with more than 10 million custom enterprise applications built on it since the early 1990s. That’s a lot of applications, still exceeding the number of business applications built on competing collaboration platforms such as SharePoint®, Google® or Apple®, combined. Many of these Notes based business applications are mission critical to the organizations running them.
Many IBM Notes and Domino customers have expressed an interest in modernizing, web enabling or mobilizing their Notes applications but have been concerned with the prospect of going through a costly and risky redevelopment or platform migration project. These customers, both large and small are concerned about the future of their Notes applications and their ability to meet the evolving demands of their various stakeholders.
Rolustech is an official SugarCRM and Salesforce Partner firm with offices in the UK, USA, and Pakistan. Our team of over 170 experienced resources has rendered services to more than 800 satisfied clients globally. We use lean and agile development methodologies to build optimal CRM systems for our valued clients, which include SugarCRM Partners, Salesforce Partners, and Enterprise Customers. In addition to helping businesses with CRM Customization, Integration, Deployment, Maintenance, and Support, our team also has extensive experience with Mobile App Development, the Magento e-Commerce Platform, and Artificial Intelligence.
What is integration?
One view of many data sources
Integration is all about bringing data from disparate sources into one view so that your team can stop working in silos and either see what’s important on one screen or through a single set of reports or so that they can use different types of technology within one view or interface.
Ambient Info Solution performs the same activities for the organization. They train a team of experts and let them be hired by companies. In this manner, they are creating a team of experts and helping in the growth of development of the society. Ambient info Solution offers a wide range of courses depending on the interests of the students. These courses are based on the mentality of the students and the specific requirement of the companies.
Nowadays Salesforce is one of the world’s leading customer relationship management CRM programs. It helps to manage customers, sales and service in one platform and salesforce provides many automation and reporting tools. Salesforce Integration is the process of connecting Salesforce.com to other 3rd party external systems and applications like Facebook, LinkedIn, Gmail, Outlook, Hub Soft, Heroku, SAP, Oracle, Microsoft, WordPress CMS and external websites. The Salesforce API is as vast as deep blue sea because it uses an API first approach for building features on the Salesforce platform. API first means to build a robust API before designing its UI. This approach provides the flexibility to mold the data in whatever format required. Appropriate Salesforce Integration allows enough access and also allows the analysis of information. A Salesforce Integration solution is a software that puts together and oversees correspondence between Salesforce CRM and distinct frameworks, utilizing APIs to decode messages that systems exchange. The decision of a Salesforce integration pattern depends upon the number of frameworks to incorporate and their particulars, as well as the number of integration levels to enfold. Lavanya Yallanki | Yogeshchandra Puranik "A Review on Salesforce Integration" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-4 , June 2021, URL: https://www.ijtsrd.compapers/ijtsrd42502.pdf Paper URL: https://www.ijtsrd.comengineering/computer-engineering/42502/a-review-on-salesforce-integration/lavanya-yallanki
Salesforce Spring19 Release Overview Deck.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~140 slides) summary of the features developed.
For more info please check:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
Emerging Trends in Cloud Architecture: Social, Mobile, ConnectedSalesforce
In the first wave of computing, companies used mainframes and terminals across thousands of computers. Then we moved to the second wave of computing -- client server computing - where millions of PCs existed on networks. But today, we're entering into a third wave of computing, the most exciting wave of computing ever because everything is becoming connected. It’s not just PCs, but it’s smartphones, tablets, products, sensors, watches – almost anything can be connected. In fact, over 50 billion things will become connected by 2020, because everything is in the cloud.
In the third wave of computing, more and more devices and things are becoming connected and controlled through social and mobile apps.
Why XPager? IBM Notes customers’ vision of modernizationEffiChange LLC
IBM Notes® and Domino® is still one of the most prolific application platforms in the world, with more than 10 million custom enterprise applications built on it since the early 1990s. That’s a lot of applications, still exceeding the number of business applications built on competing collaboration platforms such as SharePoint®, Google® or Apple®, combined. Many of these Notes based business applications are mission critical to the organizations running them.
Many IBM Notes and Domino customers have expressed an interest in modernizing, web enabling or mobilizing their Notes applications but have been concerned with the prospect of going through a costly and risky redevelopment or platform migration project. These customers, both large and small are concerned about the future of their Notes applications and their ability to meet the evolving demands of their various stakeholders.
IBM Connections Cloud Application Development StrategyLuis Benitez
This session will help you get started building your social applications. IBM Connections Cloud S1 provides easy to access integrated email with IBM Verse, social business capabilities and third party applications. It also provides a solid foundation for social and mail application development through APIs. This session guides users through the application development process for IBM Connections Cloud, from a blank page to a functional application. Attend this session to learn how to use existing services in your own applications and how to deploy to IBM Bluemix. Bluemix developers who haven't used IBM Connections can use a new Bluemix service to get started using these services within minutes.
What’s Next? Application Modernization Roadmap For Socializing IBM Notes and ...John Head
Some organizations neglect or under-utilize one of the greatest IT assets in their portfolio - the line of business application. Most were built 10+ years ago with no Web, mobile, or social. This session describes the application revolution taking place, covering the options and best practices required for success. Migration and new development will be compared and contrasted. Real-world data will demonstrate the positive potential return on investment. We will discuss PSC's Application Modernization Center and how it helps move customers from merely maintaining Notes applications to increasing their value with XPages. If your organization is considering a migration or an XPages solution for your Notes/Domino investments, this session is for you!
Uniface has strategic strengths that mean your application not only gets developed (or migrated to the web) fast, but will also have a long and productive life, adapting to whatever business and technology changes lie ahead.
How to Maximize User Experience with Effective Front-End Technology ChoicesMinds Task Technologies
Looking to improve your website user experience? Learn how to maximize user experience by making effective front-end technology choices with our helpful guide.
Webinar: Microsoft Power Platform Licensing UntangledWithum
When it comes to Microsoft licensing, have you ever felt like you need a PhD in mathematics to make sense of the maze of products and interaction between them? You wouldn’t be alone. It is not uncommon to assume that because you have Office 365, PowerApps and Power Automate are free to use and that PowerBI is integrated and available. While this is true in some cases, there are many licensing scenarios to consider in order to take advantage of numerous advanced features of the platform.
This session is your comprehensive guide to Power Platform (Power Apps, Power Automate, Power BI, Power Virtual Agents) licensing. We cover:
- What the Power Planform is, what products it entails and what you can do with them.
- What IS and ISN’T included with Office 365.
- Licensing options for the more advanced scenarios of automating your business processes with examples on how to integrate licensing.
ServiceNow Tokyo Release brings you a new and improved user experience, with new features, improved reporting, and management capabilities. ServiceNow Tokyo Release is the latest ServiceNow release, which brings you a refreshed look and feel from previous versions of ServiceNow. It provides new features to help you transform your business processes and improve customer experience, connect with partners, and drive innovation.
App.Next - The Future of Domino Application DevelopmentTeamstudio
Learn IBM's product directions for Domino and XPages application development from 3 speakers from the IBM development team: Pete Janzen, Martin Donnelly, and Brian Gleeson.
The Domino application development landscape is about to get a whole lot richer. Not only is IBM giving developers new features that will enhance their on-premises platform, XPages runtime and Domino Designer, but they will show how they are bringing the value of Domino to the cloud with new services for IBM Bluemix. New responsive design features, RDBMS data sources, document encryption on the Web, and Bluemix: there's a lot to pack in!
CA Technologies provides reliable tools to ensure the right information is available for viewing by the right people, at the right time, in the right format. CA View and CA Deliver allow you to search and view content across content repositories quickly and securely using modern browsers to improve productivity. Make better and faster business decisions by being able to view reports immediately from mobile, tablet or PC.
Learn more: http://cainc.to/MYRcYF
Similar to Dynamics Power! Saturday Brussels 2019 - transitioning to the unified interface (20)
GDPR and Dynamics 365 - the Waldorf and Statler perspectiveJoris Poelmans
GDPR is one of the biggest changes in European Union (EU) privacy law in about two decades and it will go in effect on May 25th of this year. It will impose a set of new rules and policies and will affect Dynamics CRM/365 deployment. In this session we will get the Waldorf and Statler perspective: "Dynamics 365 and GDPR: boo! It was terrible. Well it isn't that bad. Oh yeah? Well it works good actually. It is great! More! More!"
Bots represent a new channel for businesses to expose their products & services via messaging platforms. In this session we will explore how Azure Bot Framework, Azure Cognitive Services can be integrated with Dynamics 365 for Customer Engagement and Customer Service
What’s new on the Microsoft Azure Data Platform Joris Poelmans
With the recent addition of three new services - Azure Stream Analytics, Azure Data Factory and Azure Event Hubs - Microsoft is making progress in building the best cloud platform for both big data solutions as well as enabling the Internet of Things (IoT). These additions will allow you to process, manage and orchestrate data from Internet of Things (IoT) devices and sensors and turn this data into valuable insights for your business.
The above mentioned new services extend Microsoft's existing big data offering based on HDInsight and Azure Machine Learning. HDInsight is Microsoft's offering of Hadoop functionality on Microsoft Azure. It simplifies the setup and configuration of Hadoop cluster by offering it as an elastic service. Azure Machine Learning is a new Microsoft Azure-based tool that helps organization build predictive models using built in machine learning algorithms all from a web console.
How to build your own Delve: combining machine learning, big data and SharePointJoris Poelmans
You are experiencing the benefits of machine learning everyday through product recommendations on Amazon & Bol.com, credit card fraud prevention, etc… So how can we leverage machine learning together with SharePoint and Yammer. We will first look into the fundamentals of machine learning and big data solutions and next we will explore how we can combine tools such as Windows Azure HDInsight, R, Azure Machine Learning to extend and support collaboration and content management scenarios within your organization.
Imec performs world-leading research in nanoelectronics and works together with numerous industrial partners worldwide to deliver industry-relevant technology solutions. In this session we will focus on how Office 365 is being used at imec by researchers world wide.
IMEC Share - Innovate, collaborate and excelJoris Poelmans
How IMEC deployed Office 365 and SharePoint Online together with RealDolmen to facilitate collaboration within the organization and with partners and customers
The Connected Company - Event Anders VergaderenJoris Poelmans
66% of CIOs consider efficient collaboration to be essential for value creation. The majority of information worker's tasks also require collaboration across expertise domains and organisational units and even across companies. In this session we will examine some cases, pitfalls and best practices which drive collaboration in the new world of work.
Building the SharePoint hot or not app ... or how not sell social to your bossJoris Poelmans
Enterprise social networks allow you share best practices within organizations, identify co-workers with particular expertise, exchange knowledge and work more efficiently together on projects , but they can also be a lot of fun. Microsoft has made some significant investments in social capabilities with SharePoint Server 2013. In this session we will explore the different social capabilities in SharePoint 2013 and show how to build a SharePoint app which leverages social and search features to build your own "Hot or Not" app. Technologies covered in this session include the new Social and Search REST APIs in SharePoint 2013, the SharePoint app framework, Azure , Windows 8 and Windows Phone 8 ... but it is mostly about having some fun to build a social app
: SharePoint Server 2013 is more than just a set of tools and features. It’s a platform which puts people at the center of the business, making sure that employees, customers and partners can connect with the people and information they need to get work done. This session will focus on the Big Five, the top business benefits and reasons for upgrading to SharePoint 2013. This fast-paced session with live demos aims to inspire you to become the information change hero within your organization.
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
Into the Box Keynote Day 2: Unveiling amazing updates and announcements for modern CFML developers! Get ready for exciting releases and updates on Ortus tools and products. Stay tuned for cutting-edge innovations designed to boost your productivity.
TROUBLESHOOTING 9 TYPES OF OUTOFMEMORYERRORTier1 app
Even though at surface level ‘java.lang.OutOfMemoryError’ appears as one single error; underlyingly there are 9 types of OutOfMemoryError. Each type of OutOfMemoryError has different causes, diagnosis approaches and solutions. This session equips you with the knowledge, tools, and techniques needed to troubleshoot and conquer OutOfMemoryError in all its forms, ensuring smoother, more efficient Java applications.
Globus Connect Server Deep Dive - GlobusWorld 2024Globus
We explore the Globus Connect Server (GCS) architecture and experiment with advanced configuration options and use cases. This content is targeted at system administrators who are familiar with GCS and currently operate—or are planning to operate—broader deployments at their institution.
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
In software engineering, the right architecture is essential for robust, scalable platforms. Wix has undergone a pivotal shift from event sourcing to a CRUD-based model for its microservices. This talk will chart the course of this pivotal journey.
Event sourcing, which records state changes as immutable events, provided robust auditing and "time travel" debugging for Wix Stores' microservices. Despite its benefits, the complexity it introduced in state management slowed development. Wix responded by adopting a simpler, unified CRUD model. This talk will explore the challenges of event sourcing and the advantages of Wix's new "CRUD on steroids" approach, which streamlines API integration and domain event management while preserving data integrity and system resilience.
Participants will gain valuable insights into Wix's strategies for ensuring atomicity in database updates and event production, as well as caching, materialization, and performance optimization techniques within a distributed system.
Join us to discover how Wix has mastered the art of balancing simplicity and extensibility, and learn how the re-adoption of the modest CRUD has turbocharged their development velocity, resilience, and scalability in a high-growth environment.
Check out the webinar slides to learn more about how XfilesPro transforms Salesforce document management by leveraging its world-class applications. For more details, please connect with sales@xfilespro.com
If you want to watch the on-demand webinar, please click here: https://www.xfilespro.com/webinars/salesforce-document-management-2-0-smarter-faster-better/
Understanding Globus Data Transfers with NetSageGlobus
NetSage is an open privacy-aware network measurement, analysis, and visualization service designed to help end-users visualize and reason about large data transfers. NetSage traditionally has used a combination of passive measurements, including SNMP and flow data, as well as active measurements, mainly perfSONAR, to provide longitudinal network performance data visualization. It has been deployed by dozens of networks world wide, and is supported domestically by the Engagement and Performance Operations Center (EPOC), NSF #2328479. We have recently expanded the NetSage data sources to include logs for Globus data transfers, following the same privacy-preserving approach as for Flow data. Using the logs for the Texas Advanced Computing Center (TACC) as an example, this talk will walk through several different example use cases that NetSage can answer, including: Who is using Globus to share data with my institution, and what kind of performance are they able to achieve? How many transfers has Globus supported for us? Which sites are we sharing the most data with, and how is that changing over time? How is my site using Globus to move data internally, and what kind of performance do we see for those transfers? What percentage of data transfers at my institution used Globus, and how did the overall data transfer performance compare to the Globus users?
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus
As part of the DOE Integrated Research Infrastructure (IRI) program, NERSC at Lawrence Berkeley National Lab and ALCF at Argonne National Lab are working closely with General Atomics on accelerating the computing requirements of the DIII-D experiment. As part of the work the team is investigating ways to speedup the time to solution for many different parts of the DIII-D workflow including how they run jobs on HPC systems. One of these routes is looking at Globus Compute as a way to replace the current method for managing tasks and we describe a brief proof of concept showing how Globus Compute could help to schedule jobs and be a tool to connect compute at different facilities.
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Mind IT Systems
Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. It’s here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
May Marketo Masterclass, London MUG May 22 2024.pdfAdele Miller
Can't make Adobe Summit in Vegas? No sweat because the EMEA Marketo Engage Champions are coming to London to share their Summit sessions, insights and more!
This is a MUG with a twist you don't want to miss.
AI Pilot Review: The World’s First Virtual Assistant Marketing SuiteGoogle
AI Pilot Review: The World’s First Virtual Assistant Marketing Suite
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-pilot-review/
AI Pilot Review: Key Features
✅Deploy AI expert bots in Any Niche With Just A Click
✅With one keyword, generate complete funnels, websites, landing pages, and more.
✅More than 85 AI features are included in the AI pilot.
✅No setup or configuration; use your voice (like Siri) to do whatever you want.
✅You Can Use AI Pilot To Create your version of AI Pilot And Charge People For It…
✅ZERO Manual Work With AI Pilot. Never write, Design, Or Code Again.
✅ZERO Limits On Features Or Usages
✅Use Our AI-powered Traffic To Get Hundreds Of Customers
✅No Complicated Setup: Get Up And Running In 2 Minutes
✅99.99% Up-Time Guaranteed
✅30 Days Money-Back Guarantee
✅ZERO Upfront Cost
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
Unleash Unlimited Potential with One-Time Purchase
BoxLang is more than just a language; it's a community. By choosing a Visionary License, you're not just investing in your success, you're actively contributing to the ongoing development and support of BoxLang.
Listen to the keynote address and hear about the latest developments from Rachana Ananthakrishnan and Ian Foster who review the updates to the Globus Platform and Service, and the relevance of Globus to the scientific community as an automation platform to accelerate scientific discovery.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Shahin Sheidaei
Games are powerful teaching tools, fostering hands-on engagement and fun. But they require careful consideration to succeed. Join me to explore factors in running and selecting games, ensuring they serve as effective teaching tools. Learn to maintain focus on learning objectives while playing, and how to measure the ROI of gaming in education. Discover strategies for pitching gaming to leadership. This session offers insights, tips, and examples for coaches, team leads, and enterprise leaders seeking to teach from simple to complex concepts.
Top Features to Include in Your Winzo Clone App for Business Growth (4).pptxrickgrimesss22
Discover the essential features to incorporate in your Winzo clone app to boost business growth, enhance user engagement, and drive revenue. Learn how to create a compelling gaming experience that stands out in the competitive market.
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Joris : Solution Architect @ Realdolmen
Philip : Solution Architect @ Microsoft
Stephane : CTO @ Business Elements
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!
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.
Let’s take a look at reasons why your organization should move to Unified Interface!
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.
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
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
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
Before we get into the exciting visuals - let’s summarize value points…
[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
Make sure you are planning for the future
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
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
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…
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
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.
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.
Still here and some improvements visible but improved with better density and improved charts!
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.
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.
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.
Now let’s take a look what can be done when your business applications utilize the new capabilities only possible with Unified Interface
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.
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.
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
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
*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 –
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.
**FOR PRINT ONLY***
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!
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
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
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!
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.
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
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.
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
Parallel app is about working with what you already have but showcasing it within the Unified Interface.
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.
Parallel app is about working with what you already have but showcasing it within the Unified Interface.
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
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
For this case we need to select a name of the app, description and “Use existing solution to create the App”
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.
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.
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.
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.
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.
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.
Sample app for Sales people.
Interactive dashboard
New grid (Release Wave 2)
Account Form with OOB controls + PCF component
Calendar view for subgrid
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.
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/
More information on enabling the Unified Interface Only mode:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-unified-interface-only
More information on apps:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/design-custom-business-apps-using-app-designer
More information on the app properties:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-app-properties
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.
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
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
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
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
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
Add a Welcome Page to your app to promote new changes/updates. Include links to videos and How-To guides
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
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
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
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
!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
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.
Visit https://formspro.microsoft.com for more details about Microsoft Forms Pro