Quick start for transitioning your Dynamics 365 for Customer Engagement apps web client application to Unified Interface
The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. This quick start topic explains how to transition your Dynamics 365 for Customer Engagement apps Web Client application to Unified Interface by using a new non-production environment. To use and existing non-production environment to transition your Web Client application, see Quick start for using an existing environment to validate your legacy web client app with the Unified Interface.
- A Dynamics 365 for Customer Engagement apps legacy web client application.
- Although not required, we recommend a non-production environment to test your application and ensure it does not impact your current deployment or development cycles. More information: Manage sandbox instances
Prepare the environment
First, select a non-production environment and enable Use Unified Interface only mode, which will use the Unified Interface for all model-driven apps in the environment. This also includes any Dynamics 365 for Customer Engagement application modules originally configured for the legacy web client.
Sign in to PowerApps, select Environment, and then select a sandbox environment.
Select Settings > Behavior and then turn on Use Unified Interface only.
You can also set this in Dynamics 365 for Customer Engagement apps. Go to Settings > Administration > System Settings and then on the General tab set Enable only the Unified Interface to Yes.
If you need to switch the environment back to its previous state, you can toggle the Unified Interface setting to revert to the original interface. More information: Enable Unified Interface Only
Run and validate your application in the Unified Interface
Run your applications that were originally web client applications. Notice that, after you turn on Use Unified Interface only, all available apps in the environment use the Unified Interface even if the application was originally configured for the web client.
To run your app, sign in to PowerApps, select Apps, and then select the application you want to run. Alternatively, you can go directly to the My Apps page in Dynamics 365 for Customer Engagement apps, such as https://contoso.crm.dynamics.com/apps/.
Validate your app, processes, and customizations
We recommend that you test all use cases. You can start with the most critical use cases or group them into logical patterns of design. Since the Unified Interface is based on responsive design, we recommend that you perform tests with different devices that have different screen resolutions. As you test the application you will be able to verify that your customizations are compatible with the Unified Interface and whether there are any features that require a redesign or have missing functionality. Build a plan for reviewing these elements and post your questions and feedback on our community forum.
The current version of Common Data Service and Dynamics 365 for Customer Engagement apps still includes several deprecated features. You should review your application for any deprecated features and replace as necessary with new capabilities. More information: Important changes (deprecations) coming in Dynamics 365 Customer Engagement
Dynamics 365 for Customer Engagement apps
If you use the Dynamics 365 for Field Service or Dynamics 365 for Project Service Automation apps and wish to test the Unified Interface, you must set up a new sandbox environment and make a copy of your production environment to upgrade to the latest Field Service version 8 and Project Service Automation version 3 before validating these applications in the Unified Interface. To do this, follow these steps:
Copy your production environment that has the Dynamics 365 for Field Service or Dynamics 365 for Project Service Automation apps into the new sandbox environment. To do this, on the Power Platform Admin center open your production environment, and then select Copy.
On the Copy environment page, select Everything, select your new sandbox environment from the Select environment to overwrite list, and then select Copy.
The Overwrite environment dialog box appears. Make sure you have selected the correct environment and that you have the right options selected, and then select Confirm.
When the copy is successful, a confirmation notice appears.
On the menu bar, select Manage Solutions to open the Solutions area.
If administration mode is enabled, you must disable it so you can view the Solutions area. More information: Administration mode
Find the Field Service or Project Service Automation solution and open it. The option to Upgrade should be available. Select it to upgrade the solution.
The latest versions of Field Service and Project Service Automation on the Unified Interface are available by default for newly created instances. If you want to upgrade an existing environment with installed earlier versions, you must request the upgrade by contacting Microsoft Customer Support.
Based on your findings, your implementation team or partner can estimate the amount of effort needed to transition your application into the Unified Interface and also identify potential usability improvements. With multiple new features and capabilities available in the Unified Interface, there is opportunity to increase value for your application users.
Transitioning to the Unified Interface is a great opportunity for you to make a modern user interface and revisit your existing processes to verify that they're still valid or need improvement. This is also a good time to consider whether your application reflects your business requirements and whether the existing application could be spread across multiple apps for various teams and roles. More information: Design model-driven apps by using the app designer
Unified Interface Playbook
Approaching a user experience and Unified Interface transition
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Configure model-driven app interactive experience dashboards
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