Enable the hybrid experience

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

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.

Note

The hybrid experience is not available for on-premises versions or on mobile.

These features are enabled through a setting in System Settings.

  1. In the web app, 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