Dynamics 365 Unified Interface

Dynamics 365 Unified Interface

Last year, Microsoft launched Dynamics 365 which unified its CRM and ERP capabilities into intelligent cloud-based business applications; that work seamlessly with different business verticals. In the year since it was first introduced; Dynamics 365 has already become a favourite with businesses of all sizes. It is one of the leading go-to platforms for organisations interested in a versatile CRM + ERP platform that grows with the company. In July 2017; Microsoft promised a new UI for Dynamics 365 that will be capable of adapting itself according to the size of the screen.

Users who have been using Dynamics CRM was a long time will remember how the user interface and CRM experience has evolved over time starting from; an Office-styled data entry platform to a the window-popping Dynamics CRM interface to a modern and clean-looking Dynamics 365 interface. With an aim to increase productivity and enhance user experience across different CRM platforms; Microsoft is introducing a new “Unified Interface”; where the content is expected to be served in the same way with the same customisation options made available in all the devices.

On a record level; users can navigate to the sections of the form or related information using ‘tabs’. The columns and areas of the forms have also been redesigned and a text-wrap option is enabled for field labels; so that they do not get cut-off.

A New Activity Timeline is included in the UI which displays combined activities, posts and notes in a single view with a filter option to select and view only the types of records you want to see. Relationship Insights is also included in the new Unified Interface for Dynamics 365. Dashboards include new chart items for quick analysis. The Dynamics 365 Unified Interface is responsive across the platforms and devices with full accessibility support from the get-go providing a common pattern set for users to learn and use everywhere.

On the whole; Dynamics 365 Unified Interface for administrators translates to less redundant work creating elements in multiple areas for different devices as forms will now be responsive as they are created while end-users are offered a cleaner and friendlier user experience.

By developing an interface that looks, feels and functions in exactly the same manner irrespective of the device on which the application is being accessed on; looks like Microsoft aiming at ending the era of web versus mobile or simply trying to increase staff productivity. Need to discuss about deploying Dynamics 365 in your organisation; write to us on [email protected] or call us on 1300 797 888.