Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
What Does the New Unified Interface Mean to Me?
If you are using Microsoft Dynamics 365 Sales (CRM), you’ve probably been seeing a lot of emails from Microsoft saying that the legacy web client (old user interface) will be deprecated on December 1st, 2020 in favor of the new “unified interface” app – but what exactly does that mean?
“Apps” in Microsoft Dynamics 365 Sales refers to the interface in which your users interact with the CRM application. Although you can manually select a particular app from the Dynamics 365 menu in Office 365, most users’ app will open automatically upon opening CRM.
What Happens if I’m Not Using the New Unified Interface App?
- Broken connections
- Broken add-ons
- Broken processes and automations
- Amplification of existing issues
- Some data not transferring
- Navigation unfamiliarity
If your Dynamics 365 CRM system is more than a year old, there is a chance you are using the old web interface.
If needed, the Azamba team will be available to ensure you will not have issues during this transition. However, only you can check which style app your team is actively using.
Old Web App Look vs. New Unified Interface App Look
The good news is that most Dynamics 365 users are likely already using the new unified interface app and don’t even realize. Here, we will point out the differences between the old app style and the new app style:
Old Dynamics 365 web interface:
If you are an admin – This style will still be available to you for settings and customizations.
If you are a salesperson – This style will be discontinued.
New Dynamics 365 Unified Interface:
Which App is my Company Using?
NOTE: Apps with “Hub” in their titles, including the streamlined OnTrack Sales Hub are all new unified interface apps.
Method 1:
If you see either of these warnings when you open your Microsoft Dynamics 365 Sales system, you are using the old UI and should consider our Next Steps.
Method 2:
You can also manually check what each type of app in your system is.
Step 1:
With Administrator or System Customizer permissions, Click the Gear in the upper left, then click Advanced Settings.
Step 2:
On the top Navigation Bar, click on the Down Arrow next to “Settings,” then click on “Apps.”
Step 3:
Look through the list of apps and identify which one your team uses. The selection square will display “WEB” on apps that will be deprecated, and “UNIFIED INTERFACE” on apps that are safe.
Next Steps
If your team has verified that you are using a new unified interface app, no further action needs to be taken on your end!
Otherwise, contact your Azamba Concierge or Dynamics partner as soon as possible if:
- You are unsure of which app your team is currently using.
- Your team is using an old web app actively.
- You have questions or concerns regarding your Dynamics 365 app.
Our team is standing by to make sure your app transition is simple and painless!
Gordon Schrenk is User Experience Manager at Azamba. He has spent 20 years honing his music production and performance skills, and the last 6 years focused on video production, graphic design, and web design. If you see it, hear it, or watch it here, the odds are good that Gordon had a hand in building it!
His goal is to ensure you have the best Azamba experience possible, whether you're finding us for the first time or have worked with us for years.
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