Dynamics 365 upgrade: Automatic transition to Unified Interface Q&A
- Should I worry about the transition to Unified Interface? How does it affect me? The major release includes new capabilities and functionality for Dynamics 365. It will directly affect the user experience. Due to this, you must test the upgrade on your sandbox environment before you go live on the production environment.
- Are common items going to be deprecated? Some items will be depreciated. But most likely, you have not used these features in your company. However, you can find the list of deprecated elements below.
- What is it? Why the change? The main reason for the switch is to give users across devices an improved experience – the Unified Interface. It uses a responsive design so that your CRM will appear consistent across all devices, browsers, and individual applications.
The Unified Interface (everything that you should know)1. What is the Unified Interface for Dynamics 365? The new modern UI has been developed to ensure consistent experiences using Dynamics 365 across different devices and screens. 2. When is the last available transition date? A wave 1 major release that’s planned to be automatically enabled by October 2020. Similarly, for a wave 2 release, that’s expected to be automatically activated by March 2021. Therefore, by October 1, 2020, be sure to migrate well in advance to ensure there is time for any issues to be addressed. We recommend it to BE DONE 2 MONTHS BEFORE the major release is automatically enabled in your region. 3. How does Unified Interface improve performance? To clarify, Unified Interface improves the performance and reliability of Dynamics 365. Firstly, by bringing a 63% improvement in grid load. Also, 37% improvement in form load and 45% improvement in dashboard load. Finally, 30% improvement in quick create load. 4. How should I prepare for the Unified Interface? Firstly, check our action list below. Additionally, Microsoft recommends an initial test within a development environment using a realistic user persona where Unified Interface is enabled before creating a parallel test app.
Steps to establish a work/action plan for a successful transition to the UI
- Run the PowerApps Solution Checker on your solutions. It will help 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 frequently
- 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
- Build your apps
- Non-regression testing of your customizations and custom developments based on your key business scenarios
- User Acceptance Testing
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