Unified Interface Playbook

This playbook is intended to help customers, partners and Microsoft field roles plan and execute transitions from the legacy web client to the Unified Interface.

In summary, the Unified Interface Playbook documents will help you:

  • Understand the Unified Interface.
  • Understand the transitioning process.
  • Develop a strategy for discussions and the transition.
  • Ensure a smooth transition.
  • Manage user inquiries and potential objections effectively.
  • Find the resources that will support the process.
Download link Doc type
Unified Interface Playbook Overview PDF
Chapter 1: Initiate PowerPoint
Chapter 2: Explore PowerPoint
Chapter 3: Transition PowerPoint
Chapter 4: Optimize PowerPoint

See also

Dynamics 365 Project Service Automation Upgrade playbook
Dynamics 365 Service Scheduling Migration playbook