Enable the hybrid experience

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Most of the core functionalities of sales and customer service have moved to the Unified Interface experience. Some of the features that are not yet on Unified Interface can now be accessed in the Unified Interface client.

The following features are not yet present in the Unified Interface but can be enabled for display as legacy dialogs in the Unified Interface through the hybrid experience.

These features are enabled through a setting in System Settings.

  1. Go to Settings > Administration > System Settings.
  2. Select the General tab.
  3. Set Enable embedding of certain legacy dialogs in Unified Interface browser client to Yes.

Enable hybrid experience

When you enable the hybrid experience, commands appear on the command bar. For example, when you select an account, Edit, Merge, and Share commands are available.

Commands on command bar

You can select Share to share this account with another user or team.

Share account

If you disable the hybrid experience, these commands are not available in the command bar.

Commands not on command bar

See also

Unified Interface