Migrating Dynamics 365 to the Unified Interface

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With the increased focus on the Power Platform with Microsoft 365, the legacy version of Dynamics CRM must be moved to the “New look” Unified Interface. The deadline for this move is the 1st of December 2020, however you can start this transition right away.

After the deadline, any legacy applications will be transitioned automatically, so you should look to complete the transition as soon as possible.

What is the Unified Interface?

Unified Interface for model-driven apps provides a consistent and accessible user experience across devices. It is the latest look and feel of all model-driven apps and Dynamics 365 apps such as Dynamics 365 Sales and Dynamics 365 Customer Service.

When am I transitioning?

The deadline for transitioning is the 1st of December, however Microsoft have allocated a date for transition for all tenants. You can see this here. Once you login you should be able to see a list of your Dynamics environments, along with the date that each one is scheduled for transition.

Can I change my date?

This date can be pushed back to allow for you to plan for the transition, however it must occur before or on the 1st of December.

What do I need to do to Transition?

Things to focus on for this transition are:

  1. Create a pilot app.
  2. Follow the steps in the MS Checklist here and White paper here.
  3. Perform the pilot transition.
  4. Have end users test to ensure functionality works as intended. This step will be the longest and will require reviewing any customisation. The more complex the environment, the more time should be taken for this step. After all these customisations are reviewed and working correctly you can…
  5. Create a production app and perform the full transition.

I do not have any internal resources managing my CRM, what can I do?

Microsoft have provided the checklist and white papers which should make it easy to follow the process, but there is also a community group here to provided crowd-sourced assistance on transition. You can also log cases with Microsoft or your partner, if you are having any issues with the move.

If you would like a more in person support structure, Aspira provide expertise for businesses looking to benefit from Dynamics 365. We can provide expert support in migrating to the Unified Interface.  Contact Aspira for further information.

Additional Information

Here are some links with more information on transitioning to the new Unified Interface:

Microsoft Blog – Announcing the timeline to move to the Unified Interface: https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788

FAQ’s: Transition to the Unified Interface: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface

Microsoft Blog – Moving forward with your transition to Unified Interface: https://community.dynamics.com/365/unified-interface/b/unified-interface-team-blog/posts/moving-forward-with-your-transition-to-unified-interface

Dynamics 365 Unified Interface Community – https://community.dynamics.com/365/unified-interface/

Author: Ian Jones, Software Developer, Aspira.

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