About Unified Interface

Applies to Dynamics 365 (online), version 9.x

With the release of Dynamics 365 (online), version 9.0, we've introduced a new user experience - Unified Interface - which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

The new Unified Interface brings all the rich experiences to any client that you are using. Whether you are on a browser, tablet, or phone, you will be able to consume similar experiences. Some examples:

  • Similar form experiences to update and view your records.
  • Interactive dashboards across all devices to view your information and drill into it.
  • Reference Panel is now available to be used with all entities supported in Unified Interface.
  • We now support right-to-left (RTL) languages.
  • All experiences on Unified Interface have accessibility improvements.

Capabilities available in Unified Interface with Dynamics 365, version 9.0

Most of the core functionalities of sales and customer service have moved to the Unified Interface client.

Dashboards and charts

You can access all the system and user dashboards from within your Unified Interface apps. The interactive dashboards are now available for all record types with richer interactive dashboard capabilities.

Unified Interface dashboard

Enhanced user experience

If users work on core record types like Activities, Accounts, Contacts, Leads, Opportunities and Cases, you'll be able to move them to the Unified Interface client.

They will have familiar capabilities on Unified Interface and will also discover productivity enhancements with the introduction of some enhanced capabilities.

Timeline control - The timeline view helps you collaborate with your team by tracking customer communication in a record on a single page in an easy to read view. You can see everything from posts and voice attachments, to emails and notes. It provides a quick way to see the entire communication thread.

Business process enhancement - The business process flow has been improved by the docking mechanism. You can dock the business process stage on your screen to help you stay focused on the task at hand in your business process flow. This is especially useful when the stage of the process has complex steps to complete.

Reference panel - Use the reference panel for apps built on Unified Interface like Dynamics 365 for Customer Service. The reference panel is a great way to get work done without clicking away from the screen you are on. You can look up other things like knowledge base articles within the context of the record you are viewing.

Navigation - The new menu options let you swiftly navigate the different apps in the system. It provides quick access to recently viewed records and pinned favorites.

Reflow - The app also scales by reflowing the components on the screen. The responsive design adapts to your environment based on screen size, so the more available space that you have the more information can be displayed.

Unified Interface adapts to screen

Focused Experience

Unified interface experiences are based on model-driven apps. You can scope the user experience based on the jobs they need to accomplish. Users can have single or multiple apps based on their requirements and can easily switch between apps as needed.

Rich controls

Unified interface is a metadata driven experience. All controls experiences are built on the control framework that is extensible and provides a uniform experience across clients. The app display reflows to the viewport size the user is working in.

Getting started with Unified Interface experience

When you are provisioning a new Dynamics 365 org, depending on whether you are provisioning for Sales, Customer service, Field service, Project service automation, all the options, or an org with no customization, you will see the following Unified Interface apps:

Choice while provisioning Unified Interface apps
Sales Sales Hub
Customer service Customer Service Hub
Field service Field Resource Hub
Project service automation Project Resource Hub
None Dynamics 365 Hub
All All the above except Dynamics 365 Hub

Unified Interface apps

Accessing Unified Interface apps on browsers

Once provisioned, you can access the installed Unified Interface and web apps from multiple interfaces. On browsers you can see all the apps both Unified Interface and web:

  1. In https://home.dynamics.com/

    Dynamics 365 Home page

  2. In app navigation

    In app navigation

  3. In My Apps page under Settings

    Unified Interface apps on My Apps page

Accessing Unified Interface apps on phone and tablets

Unified interface apps are the only apps supported on phones and tablets for Dynamics 365, version 9.0. When a user logs into the above org, they will only see the Unified Interface apps on their apps landing page.

On phone
Unified Interface phone app
On tablet
Unified Interface tablet app

Creating a new Unified Interface app

In case you have requirements to create your own experience on Unified Interface, you can create a model-driven app using the app designer. See Overview of building model-driven apps.

Create new Unified Interface app

Unified Interface custom hub

Capabilities not yet on Unified Interface

There are certain experiences that are currently not available on Unified Interface. We are working to provide these in future releases. We've added an option to switch to classic mode (select Settings gear), which enables easy access to missing experiences in the browser.

The following are not currently available with Unified Interface:

  • Advanced Find
  • Bulk edit
  • Merge records
  • Record sharing
  • All options under Set Personal Options (Settings gear)
  • Chart drill down
  • Learning Path
  • Creating personal dashboards and charts
  • Creating personal views
  • Charts as visualization for sub-grids on forms
  • Activities roll-up view
  • Creating email template with slugs
  • Creating duplicate detection jobs
  • Composite address control
  • Run workflow
  • Filtering on read-only grids
  • Run report (SSRS)
  • Letter, Fax, Recurring Appointments
  • Campaign management – campaigns, campaign activities and quick campaign
  • Goal management
  • Marketing list
  • Position entity
  • Global notifications
  • Admin experiences
  • Editable grids on phones

Read-only entities on Unified Interface

There are certain entities that are currently read-only on Unified Interface. Users will not be able to make changes to these entity records within an Unified Interface app. We are working to make them editable in future releases.

The following are entities that are currently read-only in Unified Interface:

  • EmailSignature
  • Entitlement
  • KnowledgeArticleViews
  • KnowledgeBaseRecord
  • Queue
  • SharePointDocument
  • SharePointSite
  • SLA
  • SLAKPIInstance
  • SystemUser
  • Team
  • Template

See also

Overview of building model-driven apps