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Tag Archives: Interface

We were upgraded to the Unified Interface for Dynamics 365. Now What?

January 22, 2021   CRM News and Info

In December, Microsoft began automatically transitioning all model-driven apps, except on-premises customers, to the new Unified Interface. Model-driven apps are custom applications on Microsoft’s Power Platform. These are low-code solutions, meaning that they are created using more of a component assembly style of interface, rather than writing code. They can range in size and functionality and can easily be implemented into environments. With their wide range of potential abilities, model-driven apps can be created and customized for any department or function desired.

What does this mean for your system?

These improvements are great, but what does it mean for current apps and customizations? According to Microsoft, customizations shouldn’t need to be recreated if they’ve been consistently kept up to date with changes in the past. With the new interface however, there may be new opportunities to optimize the customizations. ISVs from third parties on AppSource were notified of these changes prior to the transition. They will likely have taken action to ensure the continuity of service. Luckily, functionality of apps should not have been changed much, if at all. Business won’t need to focus on how the apps function, but rather spend a little time familiarizing themselves with the new interface and navigation.

Getting Comfortable with the UI App

Similar to other updates that have an effect on functionality and navigation, it may require a bit of time for end users to reacclimate to the new Unified Interface. Many people will also have concerns about how this may impact current processes. The Unified Interface aims to provide better productivity through a more modern interface with improved features and accessibility.

Microsoft designed the Unified Interface in order to provide developers with better development tools to ensure that all end-users are able to have the same experience when using model-driven apps. Prior to this hard transition, Microsoft had been slowly moving users towards this new experience.

The Unified Interface provides consistency in app functionality regardless of screen size. It uses a feature referred to as Reflow to move and rescale page elements to best fit into the screen size. When an app uses multiple columns, but the screen isn’t large enough to fit all columns, Reflow will combine them in to one column. Columns will be vertically ordered based on their left-to-right order, assuming a left-to-right language. In instances where a control takes up multiple columns, Reflow arranges vertical list that maintains the same navigation order.

In addition to this more consistent functionality, Unified Interface makes navigating around model-driven apps much easier. Clicking the app name at the tops allows for quick switching between apps.

The navigation pane in apps has a dropdown for viewing recent rows and favorites. There is also a page navigation to quickly jump between entity and dashboard pages within the app. All system and user dashboards can be viewed with Unified Interface with interactive dashboards available for all row types and improved interactive elements. The timeline helps to facilitate team collaboration by keeping track of all customer communications from posts to notes to voice attachments. Unified Interface also provides better compatibility with screen readers and braille printers.

Why should I create custom apps?

The customizability of model-driven apps makes them great addition to business processes. With Unified Interface’s optimizations for variable screen sizes, this versatility is further increased. Take, for example sales team members that travel frequently. They might not always have the ability to open the app on their computers to record data and advance workflows. Custom apps can more easily and reliably be created to function properly on mobile devices to help these team members focus on their sales, rather than technical issues.

Get started

At Syvantis, we’re highly experienced in customizing Dynamics 365 UI Apps to fit our clients’ needs. If you are interested in getting assistance with customizing model-driven apps, or the Power Platform in general, schedule a consultation with us here!

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Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

January 13, 2021   Microsoft Dynamics CRM

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge issue for our client who uses this feature regularly.

After researching into this, we found that this feature must be enabled for the organization in the Power Platform Admin Center when switching on the Unified Interface. If not, the workflows would need to be ran on-demand through an Advanced Find. This would create much more overhead for the users.

To enable the feature to run workflows on-demand through the Unified Interface, follow the below steps:

  • Access the Power Platform Admin center: https://admin.powerplatform.microsoft.com/
  • Click on Environments, Check the box next to the environment you want to enable then click Settings in the ribbon
  • From here, expand the Product Section and select Behavior
  • Under Display Behavior, toggle the button to the ON position for “Show Power Automate on forms and in the site map” then Save

flow5 Dynamics 365 Unified Interface – Unable to Trigger On Demand Workflows

  • Immediately, the option for Flow will show

flow3 Dynamics 365 Unified Interface – Unable to Trigger On Demand Workflows

  • From here, when you select Flow, you have a few options. You can create a flow, see your flows you have created, or run an on-demand workflow.

Contact Us!

Beringer Technology Group is always here to provide expert knowledge in topics like these. Contact us today with any questions you may have.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.

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Neuralink demonstrates its next-generation brain-machine interface

August 29, 2020   Big Data

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During a conference streamed online from Neuralink’s headquarters in San Francisco, scientists at the Elon Musk-backed company gave a progress update. It came just over a year after Neuralink, which was founded in 2016 with the goal of creating brain-machine interfaces, first revealed to the world its vision, software, and implantable hardware platform. Little of what was discussed today was surprising or necessarily unanticipated, but it provided assurances the pandemic hasn’t prevented Neuralink from inching toward its goals.

Neuralink’s prototype can extract real-time information from many neurons at once, Musk reiterated during the stream. In a live demo, readings from a pig’s brain were shown onscreen. When the pig touched an object with its snout, neurons captured by Neuralink’s technology (which had been embedded in the pig’s brain two months prior) fired in a visualization on a television monitor. That isn’t novel in and of itself — Kernel and Paradromics are among the many outfits developing under-skull brain-reading chips — but Neuralink uniquely leverages flexible cellophane-like conductive wires inserted into tissue using a “sewing machine” surgical robot. Musk says it received a Breakthrough Device designation in July and that Neuralink is working with the U.S. Food and Drug Administration (FDA) on a future clinical trial with people suffering from paraplegia.

Founding Neuralink members from the University of California, San Francisco Tim Hanson and Philip Sabes along with University of California, Berkeley professor Michel Maharbiz pioneered the technology, and the version demonstrated today is an improvement over what was shown last year. Musk calls it “V2,” and he’s confident it will someday take less than an hour without general anesthesia to embed within a human brain. He also says it will be easy to remove and leave no lasting damage, should a patient wish to upgrade or discard Neuralink’s interface.

V2

Neuralink collaborated with Woke Studios, a creative design consultancy based in San Francisco, on the design of the sewing machine. Woke began working with Neuralink over a year ago on a behind-the-ear concept that Neuralink presented in 2019, and the two companies re-engaged shortly after for the surgical robot.

Woke head designer Afshin Mehin told VentureBeat via email that the machine is capable of seeing the entirety of the brain.

 Neuralink demonstrates its next generation brain machine interface

“The design process was a close collaboration between our design team at Woke Studios, the technologists at Neuralink, and prestigious surgical consultants who could advise on the procedure itself,” Mehin said. “Our role specifically was to take the existing technology that can perform the procedure, and hold that against the advice from our medical advisors as well as medical standards for this type of equipment, in order to create a non-intimidating robot that could perform the brain implantation.”

The machine consists of three parts. There’s a “head,” which houses automated surgical tools and brain-scanning cameras and sensors, against which a patient situates their skull. A device first removes a portion of skull to be put back into place post-op. Then, computer vision algorithms guide a needle containing 5-micron-thick bundles of wires and insulation 6 millimeters into the brain, avoiding blood vessels. (Neuralink says the machine is technically capable of drilling to arbitrary lengths.) The wires — which measure a quarter of the diameter of a human hair (4 to 6 μm) — link to a series of electrodes at different locations and depths. At maximum capacity, the machine can insert six threads containing 192 electrodes per minute.

 Neuralink demonstrates its next generation brain machine interface

A single-use bag attaches with magnets around the machine’s head to maintain sterility and allow for cleaning, and angled wings around the inner facade ensure a patient’s skull remains in place during insertion. The machine’s “body” attaches onto a base, which provides weighted support for the entire structure, concealing the other technologies that enable the system to operate.

 Neuralink demonstrates its next generation brain machine interface

When asked about whether the prototype would ever make its way into clinics or hospitals, Mehin danced around the question, but noted that the design was intended for “broad-scale” use. “As engineers, we know what’s possible and how to communicate the design needs in an understandable way, and likewise, Neuralink’s team is able to send over highly complex schematics that we can run with,” he said. “We imagine this is a design that could live outside of a laboratory and into any number of clinical settings.”

The Link

As Neuralink detailed last year, its first in-brain interface designed for trials — the N1, alternatively referred to as the “Link 0.9” — contains an ASIC, a thin film, and a hermetic substrate that can interface with upwards of 1,024 electrodes. Up to 10 N1/Link interfaces can be placed in a single brain hemisphere, optimally at least four in the brain’s motor areas and one in a somatic sensory area.

Musk says the interface is dramatically simplified compared with the concept shown in 2019. It no longer has to sit behind the ear, it’s the size of a large coin (23 millimeters wide and 8 millimeters thick), and all the wiring necessary for the electrodes connect within a centimeter of the device itself.

During the pig demo, the pig with the implant — “Gertrude” — playfully nuzzled its handlers in a pen adjacent to pens containing two other pigs, one of which had the chip installed and later removed. (The third pig served as a control; it hadn’t had a chip implanted.) Pigs have a dura membrane and skull structure that’s similar to that of humans, Musk explained, and they can be trained to walk on treadmills and perform other activities useful in experiments. This made them ideal guinea pigs — hence the reason Neuralink chose them as the third animals to receive its implants after mice and monkeys.

 Neuralink demonstrates its next generation brain machine interface

Above: Elon Musk holding a prototype neural chip.

Image Credit: Neuralink

The electrodes relay detected neural pulses to a processor that is able to read information from up to 1,536 channels, roughly 15 times better than current systems embedded in humans. It meets the baseline for scientific research and medical applications and is potentially superior to Belgian rival Imec’s Neuropixels technology, which can gather data from thousands of separate brain cells at once. Musk says Neuralink’s commercial system could include as many as 3,072 electrodes per array across 96 threads.

The interface contains inertial measurement sensors, pressure and temperature sensors, and a battery that lasts “all day” and inductively charges, along with analog pixels that amplify and filter neural signals before they’re converted into digital bits. (Neuralink asserts the analog pixels are at least 5 times smaller than the known state of the art.) One analog pixel can capture the entire neural signals of 20,000 samples per second with 10 bits of resolution, resulting in 200Mbps of neural data for each of the 1,024 channels recorded.

 Neuralink demonstrates its next generation brain machine interface

Above: Neuralink’s N1/Link sensor, shown at Neuralink’s conference in 2019.

Image Credit: Neuralink

Once the signals are amplified, they’re converted and digitized by on-chip analog-to-digital converters that directly characterize the shape of neuron pulses. According to Neuralink, it takes the N1/Link only 900 nanoseconds to compute incoming neural data.

The N1/Link will pair wirelessly via Bluetooth to a smartphone up to 10 meters through the skin. Neuralink claims the implants will eventually be configurable through an app and that patients might be able to control buttons and redirect outputs from the phone to a computer keyboard or mouse. In a prerecorded video played at today’s conference, the N1/Link was shown feeding signals to an algorithm that predicted the positions of all of a pig’s limbs with “high accuracy.”

One of Neuralink’s aspirational goals is to allow a tetraplegic to type at 40 words per minute. Eventually, Musk hopes Neuralink’s system will be used to create what he describes as a “digital super-intelligent [cognitive] layer” that enables humans to “merge” with artificially intelligent software. Millions of neurons could be influenced or written to with a single N1/Link sensor, he says.

Potential roadblocks

High-resolution brain-machine interfaces, or BCI for short, are predictably complicated — they must be able to read neural activity to pick out which groups of neurons are performing which tasks. Implanted electrodes are well-suited to this, but historically, hardware limitations have caused them to come into contact with more than one region of the brain or produce interfering scar tissue.

That has changed with the advent of fine biocompatible electrodes, which limit scarring and can target cell clusters with precision (though questions around durability remain). What hasn’t changed is a lack of understanding about certain neural processes.

 Neuralink demonstrates its next generation brain machine interface

Above: The N1/Link’s capabilities.

Image Credit: Neuralink

Rarely is activity isolated in brain regions, such as the prefrontal lobe and hippocampus. Instead, it takes place across various brain regions, making it difficult to pin down. Then there’s the matter of translating neural electrical impulses into machine-readable information; researchers have yet to crack the brain’s encoding. Pulses from the visual center aren’t like those produced when formulating speech, and it is sometimes difficult to identify signals’ origination points.

It’ll also be incumbent on Neuralink to convince regulators to approve its device for clinical trials. Brain-computer interfaces are considered medical devices requiring further consent from the FDA, and obtaining that consent can be time-consuming and costly.

Perhaps anticipating this, Neuralink has expressed interest in opening its own animal testing facility in San Francisco, and the company last month published a job listing for candidates with experience in phones and wearables. In 2019, Neuralink claimed it performed 19 surgeries on animals and successfully placed wires about 87% of the time.

The road ahead

All these challenges haven’t discouraged Neuralink, which has over 90 employees and has received $ 158 million in funding including at least $ 100 million from Musk. However, they’ve potentially been exacerbated by what STAT News described in a report as a “chaotic internal culture.” Responding to the story via a New York Post inquiry, a Neuralink spokesperson said many of STAT’s findings were “either partially or completely false.”

While Neuralink expects that inserting the electrodes will initially require drilling holes through the skull, it hopes to soon use a laser to pierce bone with a series of small holes, which might lay the groundwork for research into alleviating conditions like Parkinson’s and epilepsy and helping physically disabled patients hear, speak, move, and see.

That’s less far-fetched than it might sound. Columbia University neuroscientists have successfully translated brain waves into recognizable speech. A team at the University of California, San Francisco built a virtual vocal tract capable of simulating human verbalization by tapping into the brain. In 2016, a brain implant allowed an amputee to use their thoughts to move the individual fingers of a prosthetic hand. And experimental interfaces have allowed monkeys to control wheelchairs and type at 12 words a minute using only their minds.

“I think at launch, the technology is probably going to be … quite expensive. But the price will very rapidly drop,” Musk said. “We want to get the price down to a few thousand dollars, something like that. It should be possible to get it similar to LASIK [eye surgery].”

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Deadline to move to the Dynamics 365 Unified Interface set to December 1, 2020

August 25, 2020   Microsoft Dynamics CRM
crmnav Deadline to move to the Dynamics 365 Unified Interface set to December 1, 2020

For many organizations, the web client interface for Dynamics 365 (commonly referred to as Classic UI or legacy web client) has been the primary way users have accessed and utilized Dynamics 365 modules like Sales, Service, and Marketing. By December 1, 2020, organizations must transition from this classic UI to the new Unified Interface experience. If you haven’t made the switch – don’t panic. We’re here to explain what the Unified Interface is and what you need to do before December 1.

What is the Unified Interface?

Back in 2018, Microsoft introduced a new version of Dynamics 365 aimed at streamlining the interface and making it easier for users to find and utilize the entities they need. They call this the Dynamics 365 Unified Interface. To be clear, this is not a new Dynamics 365 – it’s actually a new layer on top of the classic web application that still uses the same forms and data you are currently using. Another big benefit? The Unified Interface is designed to give users the same experience no matter what device they are using. This means Dynamics 365 will adapt to phones, tablets, and many browsers while providing the same optimal viewing experience.

Microsoft’s big push for the Unified Interface is custom apps. The idea with custom apps is to create  apps for each business role that only show Dynamics 365 entities that are needed. The goal is to make it easier for users to navigate and complete tasks in Dynamics 365 without all the unnecessary clutter of other entities. Microsoft has out-of -the-box apps for Sales and Customer Service which are good starting points for learning how UI apps work and start turning the gears for what kinds of apps would be helpful for your users. Get more in-depth information about UI apps.

What’s happening on December 1 2020?

The December 1st, 2020 deadline is not a deprecation date. The classic UI web client has been deprecated since September 2019 meaning it is still technically supported, but no additional functionality is being introduced. After December 1st, the legacy web app will no longer be available. Organizations who are on the legacy web app on this date will automatically be transitioned to the Unified Interface experience. This may cause issues for tenants that have extensive customization or integrations with 3rd party software.

Microsoft says that they will be sending reminders and scheduling updates to organizations who have not yet made the move to the Unified Interface. These notifications are most likely being sent to CRM admins so check with your admin to see if they have received anything. Microsoft has helpful content and documentation related to the transition to the Unified Interface including this comprehensive whitepaper covering getting started and design best practices.

End of Support for Dynamics 365 Add-in

The Dynamics 365 add-in for Outlook will be deprecated on October 1st, 2020. There is no cause for alarm here because Microsoft has already released a replacement that is arguably better. The Dynamics 365 App for Outlook allows Dynamics 365 users to perform tasks in Dynamics 365 without leaving the Outlook interface. Common uses include tracking emails, appointments, or meetings to Dynamics 365 records like leads, opportunities, or cases. Learn more about the Dynamics 365 App for Outlook and how to deploy it.

Get assistance with transitioning to the Dynamics 365 Unified Interface

As a certified Dynamics 365 Partner, Syvantis can help your organization transition to the Unified Interface will ensuring business processes and integrations remain intact. Schedule a call with us to get your questions answered and receive recommendations for a transition plan or system customization.

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Google updates Open Images to help improve app interface design

February 26, 2020   Big Data

Today, Google’s Open Images corpus for computer vision tasks got a boost with new visual relationships, human action annotations, and image-level labels, as well as a new form of multimodal annotations called localized narratives. Google says this last addition could create “potential avenues of research” for studying how people describe images, which could lead to interface design insights (and subsequently improvements) across web, desktop, and mobile apps.

Google introduced Open Images in 2016, a data set of millions of labeled images spanning thousands of object categories. Major updates arrived in 2018 and 2019, bringing with them 15.4 million bounding-boxes for 600 object categories and segmentation masks (which mark the outline of objects) for 2.8 million object instances in 350 categories.

“Along with the dataset itself, the associated Open Images [c]hallenges have spurred the latest advances in object detection, instance segmentation, and visual relationship detection,” wrote Jordi Pont-Tuset, a research scientist at Google Research. “Open Images is the largest annotated image dataset in many regards, for use in training the latest deep convolutional neural networks for computer vision tasks.”

As Pont-Tuset explains, one of the motivations behind localized narratives is to leverage the connection between vision and language, which is typically done via image captioning (i.e., images paired with written descriptions of their content). But image captioning lacks visual “grounding.” To mitigate this, some researchers have drawn bounding boxes for the nouns in captions after the fact — in contrast to localized narratives, where every word in the description is grounded.

 Google updates Open Images to help improve app interface design

 Google updates Open Images to help improve app interface design

The localized narratives in Open Images were generated by annotators who provided spoken descriptions of images while they hovered over regions they were describing with a computer mouse. The annotators manually transcribed their description, after which Google researchers aligned it with automatic speech transcriptions, ensuring that the speech, text, and mouse trace were correct and synchronized.

“Speaking and pointing simultaneously are very intuitive, which allowed us to give the annotators very vague instructions about the task.” explained Pont-Tuset. “[This latest version of] Open Images is a significant qualitative and quantitative step towards improving the unified annotations for image classification, object detection, visual relationship detection, and instance segmentation … [w]e hope that [it] will further stimulate progress towards genuine scene understanding.”

Open Images is freely available. According to Google, Open Images’ totals now stand at 9 million images annotated with 36 million image-level labels, 15.8 million bounding boxes, 2.8 million instance segmentations, 391,000 visual relationships, and 59.9 million human-verified image-level labels in over nearly 20,000 categories.

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What’s Great about Microsoft Dynamics 365’s Unified Interface

January 19, 2020   Microsoft Dynamics CRM

 What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and Outlook.

Prepare for UI

Originally envisioned as the single client interface for all Dynamics 365 apps, UI is the default interface for the Outlook app, the Dynamics mobile app, and all the new Dynamics 365 modules.

Effective Oct. 2020, the Dynamics 365 legacy web client, along with its process dialogues and workflows, will be discontinued. Those organizations using the web client will transition to UI. Microsoft suggests you do that as soon as possible, as waiting until the last minute may prove troublesome. Be prepared and the transition will go smoothly.

Contact BroadPoint today, and we’ll help make sure your organization is prepared for the transition.

Benefit from UI

Since its release in 2017, many businesses have transitioned their Dynamics 365 legacy web client to UI and are enjoying the benefits of the new interface. As soon as your business transitions, you can experience these benefits too:

  • Improved Navigation: UI’s smaller, space-saving command bar can be customized with icons and colors. The site map, which was hidden in web client, is visible on the left-side navigation bar in UI. The site map is also customizable allowing users to control what they see at the app level for speedy transition between leads, opportunities, and accounts.  The area switcher allows users to toggle from one area to another, for instance, from sales to app settings, by clicking the appropriate icon.
  • Improved Forms: UI replaces sections with tabs, so users can quickly move to different areas within the form. The web client didn’t show how many sections the form contained, and scrolling was required to move throughout the form. With a single click in UI, users can move from overview to specific sections details without scrolling and while remaining in the same position on the screen.
  • Improved Business Process Flow: UI has less data density than the web client. The process flow is more compact and smoother. UI provides color and formatting options such as bullet points and icons. Additionally, lead fly-outs allow users to easily enter new lead information, which is immediately qualified as soon as it’s entered. Sales opportunities are easier to access. UI’s interactive dashboards are condensed to allow simultaneous visibility of more information and direct interaction with data.
  • Reactive Design: UI’s reactive design improves users’ ability to see where they are on a page. For instance, when you collapse the viewing pane from extra wide to wide to narrow, all your information automatically reflows to fit the smaller page. At its smallest size, UI stacks information on one page.

These are just a few of our favorite features of Microsoft Dynamics 365’s United Interface. If you are a Dynamics 365 user and want to prepare to transition from the web client to UI, now is the best time. Contact BroadPoint’s experts and we’ll help you through the process.

By BroadPoint, www.broadpoint.net

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Dynamics 365 Unified Interface

December 31, 2019   CRM News and Info

570x272xStrava Header.jpg.pagespeed.ic.ts3Ivh0VXQ Dynamics 365 Unified Interface

Dynamics 365 Unified Interface – Are you Ready?

Microsoft just announced that they are moving up the date for the required transition to the Dynamics 365 Unified Interface. What is the Unified Interface? If you don’t know you are likely not prepared for this required transition and should take action right away! Dynamics 365 has two user interfaces, the classic web interface and the newer unified interface. The unified interface is a much more modern and in our opinion user-friendly interface. The unified interface is now shared across devices (browser, mobile, etc) so the application looks the same regardless of the device.

For a refresher, read our previous blog Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface

In previous communications from Microsoft, they stated that the required transition date would be October 2020 however we are seeing transition dates much sooner, some happening in January!

How does this required transition impact users of Dynamics 365? Minimally users will log in and have a new interface so we recommend some training ahead of the transition. Beyond that, there have been features that were deprecated or are otherwise not yet fully functional in the unified interface. Finally, your unique customizations and configurations need to be reviewed and tested for compatibility with the unified interface.

To determine your transition date contact us we will walk you through a process to determine your transition date and assist in delaying it for up to 60 days.

We offer a fixed-cost service to assess your system and identify compatibility and usability issues. You receive a report on any issues found, the impact of each issue and approximate cost to address each issue.

xD365 UI Reviewsmall3BookNow.jpg.pagespeed.ic.YQuzDDeedu Dynamics 365 Unified Interface

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 16 years of experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement and support CRM initiatives. To reach David or call 844.8.STRAVA (844.878.7282) To learn more about Strava Technology Group visit www.stravatechgroup.com

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Don’t Be Afraid of the Unified Interface Webinar

December 18, 2019   CRM News and Info
crmnav Don’t Be Afraid of the Unified Interface Webinar

Don’t Be Afraid of the Unified Interface Webinar

Brian Begley, owner of enCloud9, began our Unified Interface webinar by discussing the basics of the Unified Interface (what the UI is, and what it means to Dynamics 365 users). The UI is Microsoft’s effort at a single user interface that works across all applications and devices that use Dynamics 365. Microsoft has announced that as of October 2020, the legacy web client will be deprecated (no longer available). Dynamics 365 users must transition to the Unified Interface prior to that date.

Brian then discussed many of the UI’s best features for improving productivity, as well also giving a roadmap to a successful migration. Some of the topics discussed included:

  • Deploying and creating hubs.
  • Optimizing forms and views.
  • Editing the new application canvas.
  • Best practices for a successful migration to the Unified Interface.

Don’t Be Afraid of the UI webinar Presentation Slides

Why Wait? Start Enjoying the Many Benefits of the Unified Interface Now.

As mentioned previously, after October 2020 the legacy web client will no longer be available. You can wait until that time to fully embrace the Unified Interface or you can start enjoying the many benefits now. Some of the major benefits are:

  • Dynamics 365 is much more responsive and faster than before
  • Forms and views load faster
  • Hubs allow the CRM user interface to be broken up by jobs
  • Timeline, filtering, and sorting abilities are more powerful
  • Conversational nesting
  • Interactive Dashboards
  • Business Card Scanning
  • And more…

Test Drive of the UI

After discussing a few of the many benefits of the Unified Interface, Brian went into a live demo of the UI. Brian demonstrated not only how quick and easy it is to navigate through the UI, but also the enhanced timeline and activity features available in the UI (such as adding notes and loading filters). Brian also showed the improved reference panel.  Certain features, such as business card scanning, are only available in the Unified Interface. Microsoft has announced that in moving forward, new features introduced will only be available in the UI.

EnCloud9 Ensures a Smooth Transition To the UI

enCloud9 has successfully moved dozens of clients to the Unified Interface and understands the steps to a smooth transition. Change doesn’t have to be scary! Let the experts at enCloud9 take the uncertainty off your shoulders and build out a migration plan for you. Contact us today to begin planning your migration to the UI.

Want to Learn More?

Of course, the best way to learn something is to immerse yourself in it and experience it firsthand. Do you want to learn more taking the plunge? In addition to our Unified Interface Webinar, you might enjoy reading a blog we wrote recently – Take the plunge into the Unified Interface. Here are some other great resources from Microsoft on the UI that we found:

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Don’t Be Afraid of the Unified Interface Webinar

October 26, 2019   Microsoft Dynamics CRM
crmnav Don’t Be Afraid of the Unified Interface Webinar

Unified Interface Webinar

We all knew that someday the Dynamics 365  Unified Interface (UI) would be the only interface for all Common Data Service apps. As of October 1, 2020, the legacy web client will be deprecated and you must transition to UI prior to that date.  It is time to embrace the Unified Interface start planning your company’s migration.

enCloud9 and Dynamics365support partner to bring you an informative webinar.  Join us on Nov 15 at 1 pm CST for a deep dive into the Unified Interface for Dynamics 365.

This informative webinar will walk you through many of the UI’s best features for improving productivity, as well as give you a roadmap to a successful migration.

Topics include:
• Deploying and creating hubs.
• Optimizing forms and views.
• Editing the new application canvas.
• Best practices for a successful migration to the Unified Interface.

Don’t delay, space is limited. Register today at:

https://attendee.gotowebinar.com/register/3639505935304087309

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Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface

October 1, 2019   Microsoft Dynamics CRM

By 2020 Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface. The Unified Interface is a far superior user interface that is modern, unified across all devices (desktop, mobile & tablet) and makes the system easier to use.

Did you know there are two user interfaces for Dynamics 365?

Classic Web Interface:

Unified Interface

There are several legacy web capabilities that are being removed from the product altogether, examples include – Process dialogs and Task Flows.

For full information on the Unified Interface CLICK HERE

There are many benefits to the Unified Interface, overall it is a far superior interface in just about every way.

Impact to Dynamics 365 users – Every Dynamics 365 system using the legacy web interface needs to be reviewed to assess any compatibility issues well in advance of migrating to the Unified Interface.

We offer a review service to assess your system and identify compatibility and usability issues. You receive a report on any issues found, the impact of each issue and approximate cost to address each issue.

Due to the number of clients this is affecting, we are experiencing a high demand for reviews. We strongly suggest you book your review now!

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About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 16 years of experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement and support CRM initiatives. To reach David or call 844.8.STRAVA (844.878.7282) To learn more about Strava Technology Group visit www.stravatechgroup.com

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CRM Software Blog | Dynamics 365

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