Many of you by now will be aware that Dynamics 365 Unified Interface (UI) is not only here, it will be everywhere by October 2020. At that time, all Dynamics 365 CE (Customer Engagement) subscribers will be automatically upgraded to the Unified Interface and the Classic (or old or whatever you want to call it) interface will be retired.
Also, like many of you, I sometimes fear change and can occasionally be heard yelling at my (inanimate) computer screen “Why did they change that!!??”. But I am also a bit techie and I like the ability to do new things, so when I first tried UI on our own Dynamics 365 system, I thought …
- Looks cool!
- Love the Cross-device compatibility
- Like the tabs that are like tabs (again)
- The menus work better back on the left (again)
Naturally, however, there were things that I used to use/like in the old interface. For example, take my love for the 2 little navigation arrows – for an embarrassingly long time after the update, I could not figure out how to scroll through the related records in a list once I opened one. Previously, when I opened a Contact from within an Account, I could scroll through all the contacts. But now, I was left wondering how to do that without my little up and down arrows… where did they go!?
Eventually I spotted a new little icon in the UI that gave me something even better than little arrows. In the top left corner of the form when you open a child record from a parent record form there is a new sort-of-an-arrow-in-a-circle icon.
Click this new icon and you get a list of the child records and can go up and down that list or jump to any record in the list instantly. Even better than little arrows!
What other little gems have you discovered in the Dynamics 365 Unified Interface? Let us know – you could become our first guest blogger.