Not Ready for the Microsoft Unified Interface?
Not Ready for the Microsoft Unified Interface?
How to reschedule your Dynamics 365 upgrade
As announced last September, Microsoft is deprecating the legacy web client for Dynamics 365 CRM this year, and Dynamics 365 customers who are still using the legacy web client are required to upgrade to the Microsoft Unified Interface before October 1, 2020.
At that time, Microsoft announced that they would be “sending reminders and scheduling updates to transition customers to Unified Interface,” and with 2020 underway, those email reminders have begun.
In the coming weeks, there is likely to be some confusion around those emails, especially because each includes a Planned Transition Date in big, bold letters near the top.
But what if your organization isn’t ready to move to the Unified Interface yet? There is a lot to like about the updated interface, but you may still need time to prepare your team or run a test upgrade in a Sandbox instance, and at first glance it might look like Microsoft has served you with an eviction notice from your environment!
Fortunately, that isn’t the case. Microsoft gives you the option to reschedule your upgrade and ensure you have the time you need to prepare.
To reschedule your automatic upgrade to the Microsoft Unified Interface, follow the steps below:
1. Click on the Unified Interface scheduling portal link on this page OR under “What action should you take?” in the “Change is coming! Automatic transition to Unified Interface” email you received from Microsoft Dynamics 365:
2. Check the box next to Consent on behalf of your organization, then click Accept:
3. Go to My Environments:
4. Click on the environment you want to reschedule:
5. Select Schedule Transition Date, then enter your preferred transition date and a reason for the delay and click Submit:
6. Your rescheduling request has been created, and you can monitor its status:
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Azamba releases EZ Buttons 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integration Demo | Dynamics Deep Dive Series
Stay Connected Without Switching Systems If your team is jumping between tools just to get a full picture of a customer or transaction, you’re losing time. You might even be missing opportunities. The integration between Microsoft Dynamics 365 and Business Central...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM | Dynamics Deep Dive Series
Set and Track Your Goals, All From CRM Goal tracking shouldn’t require extra work. If your team is still updating spreadsheets or switching between apps just to see where they stand, it’s time for something better. With Dynamics 365, you can monitor performance,...
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
CRM Launch in 5 Weeks – Get Results Fast!
New to CRM? Get it Right from Day One CRM is no longer a luxury. It’s an essential tool for businesses that want to stay competitive, responsive, and move fast. But for a lot of businesses, CRM quickly turns into a nightmare. Imagine this: You spend thousands of...
How Most CRM Projects Fail & Yours Won’t | CRM Strategy
Stop The Risk of Failure Before It Starts Did you know that, according to a Gartner study, between up to 70% of CRM implementations fail? If you're a small or medium-sized business, this can seriously impact your budget, and you could lose out on profitable...
Do This to Avoid Wasting Time and Money With Your CRM
CRM Strategy: The Key to Avoiding a Costly Mistake CRM can either be a game-changing investment for your business or a massive waste of time and money. The difference depends entirely on your approach. Like many businesses, you want to boost sales, increase customer...
Eric Anderson is the director of the Dynamics 365 practice at Azamba.
With a combined 19 years of experience as a controller, ERP consultant, professional services manager, and CRM evangelist, he strives to deliver the best-fitting solution to each company he has the pleasure to engage with.
Related articles:
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...