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Make Your Move to the Unified Interface for Microsoft Dynamics 365 CRM

Attention Microsoft Dynamics 365 CRM Users

Did you know Microsoft has a great new interface that provides better performance, enhanced productivity, and easier navigation? This new interface is called the Unified Interface.

While it is still considered new, it has actually been around for over two years, and so it has become a stable feature within the Dynamics 365 platform. The Unified Interface provides a responsive web experience, which means regardless of the device you are using, the screen size and orientation is optimized for that device. For more information on the different CRM application options available within D365, visit our web page on CRM Applications.

Unified Interface Dynamics 365 CRM

A preview of the Dynamics 365 CRM Unified Interface

The timeline and how to proceed

Microsoft has recently announced that the legacy Dynamics 365 CRM interface will be depreciated by December 2020, mandating that all clients move to the Unified Interface. This move requires a careful assessment of your D365 CRM form layouts, business rules, workflows, and any customizations that have been implemented to extend your application.

An assessment can be accomplished through a set of tools that have been made available by Microsoft and other third-party vendors. However, the results provided by the assessment tools require technical resources who understand how to interpret the results.

Choose a Microsoft Partner that can help

You will need skilled resources in D365 CRM who understand how the application works and how changes are implemented, in order to update your solution to make full use of all the features available within Unified Interface.

Before you make the move, ask yourself these questions.

  • Do you have the knowledge and expertise within your organization to make the move to Unified Interface?
  • Do you have the experience of implementing new features from Microsoft and know how to react when the changes you make cause other unexpected responses to existing features?
  • Are you confident that your organization can configure your D365 CRM solution to take full advantage of all the latest features available within Unified Interface?

If you answered “no” to any of these, have no fear. Arctic IT has the knowledge and experience you need.

Experience

We have been in the trenches and have learned, through years of experience, what works and what does not work within D365 CRM. We understand how to configure your solution within D365 CRM to take advantage of all the features Unified Interface has to offer. As a Microsoft Gold Partner, we have a close relationship with Microsoft Engineers. We can escalate issues to the appropriate channels within Microsoft to get the quick, knowledgeable responses your organization needs.

Expertise

Arctic IT has highly experienced, senior consultants who are experts in implementing and supporting Microsoft Dynamics 365. We have consultants that have been recognized by Microsoft for their experience and knowledge of Dynamics 365. Our team of experts includes a Microsoft Most Valuable Professional (MVP), a Dynamics 365 FastTrack Recognized Solution Architect, and a Microsoft Certified Trainer (MCT).

Diverse Portfolio

Arctic IT works with organizations of all sizes, from large Government agencies, such as the U.S. Department of the Interior (DOI), to small commercial organizations in Alaska. We have experience with Tribal Governments and local County and City municipalities. We have been through it all and have learned through decades of IT support.  

Are you ready to make the move to Unified Interface? Do you need a highly qualified organization, that is Microsoft certified and trusted by large-and-small organizations alike? Let Arctic IT show you what we can do for your organization. Connect with us today at connect@arcticit.com, or check out our website for more information at arcticit.com.

By Steve Schmitz, Senior Director Professional Services at Arctic IT

 

UPCOMING WEBINAR:
Introducing the Unified Interface for Dynamics 365 CE (CRM)

June 3, 2020 @2pm ET on GoToWebinar

Get a live demonstration of the new interface and learn what you need to know to make the transition.