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Let’s explore Unified Interface for Dynamics 365 or CRM

Piyush Piyush Follow Aug 15, 2017 · 3 mins read
Let’s explore Unified Interface for Dynamics 365 or CRM
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So by now you might have already heard or read about the new Unified Interface that Microsoft is working on for its Dynamics 365 or as I like to call it Dynamics CRM platform and it will ship along with the latest version of CRM i.e. 9.0.

Microsoft have recently started provisioning preview instances for people to take an early look at all the new features. So lets go ahead and start exploring.

What is this Unified Interface?

One UI suits all form factors. In simple terms, Unified Interface framework provides a uniform experience for all the business applications available for Dynamics 365.

The main focus of this new interface is Accessibility. The system needs to adapt and perform to anything that the user throws at it like screen readers, reading plugin, keyboard shortcuts for easy navigation and of course responsive design.

What changed?

Short answer is almost everything (well, not really but very close to it). Here is a small list that will interest you.

  • Form layout
    • Removal of whitespace (Yayy!)
  • Sub-grids and Grids in general
  • Dashboards
  • Long text labels and values are now wrapped (big thank you to Microsoft for finally providing this)
  • Addition of new color themes
    • Blue Theme
    • Default Theme
    • Orange Theme

Lets explore each of them one by one.

Form layout changes

Field labels and values are now the wrapped

Take a look at the highlights below. I changed the account name field to some long text and how it shows up now. The same goes for the field value. Isn’t it great news.

Unified Interface - Lable Wrapping

Removal of white space, section headings and merging of header and body sections

All the white space that you saw in the previous versions of CRM is now all gone and replaced with nice borders, section headers and input fields now display dashed line spanning across the entire width of the section.

Unified Interface - Form Layout - borders

  • Orange arrow – shows the border and section heads
  • Yellow arrow – shows how the dashed lines are placed for input fields
  • Black arrow – how neatly the header and details sections are being merged.
  • Overall you don’t see any white spaces right?

Section colors on form

It is totally new, you can now change the color of any section on any entity’s form just by going to section properties.

Unified Interface - Section Header color

Unified Interface - Section Header color

Highlighting focus field when using Keyboard for form navigation

See the screenshot below and you’d notice the black dashed border around the current input field. That is because I used Tab to reach this field and now it gives me a visual indication of the focussed field

Unified Interface - Focus field

Quick Create UI tweaks

Quick create hasn’t been spared either, it now opens in a very neat fashion blurring out the background to get user’s attension.

Quick create form

New themes available

As I stated earlier, new color themes have been introduced. You can go ahead and change them from Settings > Customizations > Themes

Blue Theme

Blue Theme

Orange Theme

Orange Theme

Default Theme

Default Theme

Other notable UI stuff

  • The whole UI is now responsive
  • Grids now look very polished
  • Fonts are uniform across the system
  • Overall the entire system looks premium

So this is it for now. I’ll keep on digging deep into the preview organizations and will update this post as and when somethings is available.

In the meantime if you find out something that is not covered here. Feel free to post it down in the comments below.

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Piyush
Written by Piyush Follow
Hi, I am Piyush, the author of this article. Hope that you liked the points that I covered!