Dynamics 365 Unified Interface

Microsoft has been investing heavily in Dynamics products over the past few years.  Twice a year Microsoft rolls out new features and improvements to the customer experience.

In 2017, Microsoft introduced the Unified Interface which many Dynamics 365 customers have found intuitive and improved the navigational experience.

Microsoft has decided to retire the existing Web Client interface, and as of December 2020, all Dynamics 365 customers will be transitioned to the new Unified Interface. Microsoft will start transitioning customers beginning in January 2020.


Below are a few highlights of the Unified Interface.
Hover over each image to zoom in.

Contact List View

Contact List View_Existing Interface

Existing Interface

  1. Navigation comes down from the top

Contact List View_Unified Interface

Unified Interface

  1. Navigation always available on the left, can be compressed
  2. Charts are now to the left of the grid under the view selector

Contact Form

Contact Form_Existing Interface

Existing Interface

  • Long scrolling screen
  • Tabs not visible
  • Excess white space
  • More clicks to access related information
  • Slower loading time
  • Heavy reliance on scripting for formatting / UI control

Contact Form_Unified Interface

Unified Interface

  1. Main navigation available when on a form
  2. Tabs and related records are available with less clicks
  3. Refresh button to reload form and data without using browsers refresh (faster)
  4. New timeline control condenses notes and activities in a single view, each row expandable on click
  5. Masking data entry and formatting control part of the main configuration, not custom
  6. Sub-grids are formatted to enable images and alternate layouts of fields from related record

Mobile Screens

Mobile_Unified Interface_1
Mobile_Unified Interface_2
Mobile_Unified Interface_3
Mobile_Unified Interface_4

Unified Interface

  1. Main navigation looks same as browser version
  2. Lists are formatted to enable images and alternate layouts of fields from related record
  3. Form follows a responsive version of the same look and feel of the browser version
  4. Tabs and related records are available the same as in the browser version

Transition to the Unified Interface

Dynamics 365 Unified Interface Transition Plan with pavliks.com

pavliks-Logo  has a proven 4 Step Process to transition you to the Dynamics 365 Unified Interface.

We will work with you to formulate a plan that will address your business needs and processes in the new Unified Interface.

Dynamics 365 Unified Interface Transition Plan
Learn more about the Transition Plan


go to top