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Helping your business to make the transition to the Dynamics 365 Unified Interface

As we’ve mentioned in our previous post on the subject, the legacy Dynamics 365 web client is being discontinued in December 2020.

Here at Advantage, we have started the process of communicating with our clients to enable the Unified Interface and start to move them towards using the new experience. The process that we adopt is different for each client as each one is different in terms of their requirements and the complexity of each configuration that is needed for their solution but most of the time it starts be trying out the Unified Interface in a test environment.

The first step is to ensure that the code is working correctly and as it should be. This will help to check whether any existing code on forms will work with the new version with further checks needed to test whether third party integrations are still supported. After this has been completed, it will also help to identify any gaps that exist between the two interfaces.

As we’ve alluded to in our latest post, there are a number of cutting-edge features included in the latest interface such as the option to embed Power BI dashboards, easily customisable controls & timeline controls which aren’t available in the older version of the web client.

Added to which, this further gives you the bandwidth to improve record forms that will make the forms easier to update whilst on the move.

Therefore, making the transition to the new and improved unified interface provides the opportunity to take a step back and review the current layout of your forms within your current Dynamics 365 solution. This is where we can come in and help to evaluate the structure of these forms and make suggestions as to how you can improve them to make your life easier.

After a comprehensive review of your current system, we’ll look to identify where new features can be added and provide you with practical advice on how they can help to transform the way you work.

At this point, we would recommend that you undertake an initial Unified Interface pilot which will look to handle a small, high value use case and from this we’ll use this knowledge to put together the new app which will include some of new and improved features.

Once this has been completed, we will then setup a test environment for users to test out the app with feedback gathered to help formulate how we can make further improvements. This is a crucial part of the whole process as it will help to highlight any problematic areas as well as any current dependencies on the older interface. From here, we will be able to ensure that these are resolved before you are rolled out onto the new Unified Interface.

The final stage of the transition process will be the go live. At this point, we will provide you with a comprehensive handover and support you every step of the way with training for all your users as well a quick run through of the new and improved features of the Unified Interface.

These are just a number of ways in which Advantage can help you to ensure that you make the transition to the new and improved Unified Interface as smooth as possible.

If you have read the above article and are keen for Advantage to help you make the move to the new Dynamics 365 Unified Interface, please get in touch with our team of experts today via our contact form or call 020 3004 4600 to get started.

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