New Look Coming to Dynamics 365 with a Faster, More Efficient User Experience

Microsoft is moving to a new look and feel for Dynamics 365.  The classic view (legacy web client) will no longer receive any new features – so from the new year 2020, updates will only be available for the new interface.

Why Introduce a Unified Interface?

Benefits of the New Interface

Let’s have a look at top 4 features of the new interface of Dynamics 365. 

1. Timelines: A New, Improved Way of Viewing All Your Activities and Communications

With the introduction of Timelines, you will be able to see more communication threads and activities in a single page. Quickly view everything from posts and voice attachments to emails and notes – all in one place. Timelines (previously Social panes) are now more user-friendly and configurable with specific, targeted filters that even let you narrow down your preferences. 

Timeline control added to a dashboard 
Quick and easy access to the command bar to perform common actions on an activity 

2. Extract advanced data and insights with Interactive Dashboards

Get an even faster and interactive data viewing experience with the new dashboards. Thanks to a well-designed layout, you will be able to capture crucial insights at a glance right away without having to scratch your head. The dashboard presents data in visually appealing charts and grids to help you analyse the information and make better decisions. 

Interactive Dashboards 

3. Improve productivity by working from anywhere on any device in a uniform, responsive interface

With a consistent user experience across the entire Dynamics platform, switching between various business apps is seamless on any device and screen. Capture your leads on-the-go, save contacts directly from your emails and do so much more with improved usability across devices.

Responsive UI across all devices

4. Navigate faster and smoother: Access apps in a sidebar, Embedded LinkedIn, and Business Process Flows

Easy-to-access sidebar replaces boxy top menus

Swiftly navigate between different apps in a click with an improved sidebar that replaces the boxy design of the classic view. With the sidebar available on the new interface, you can easily switch to any tab and find everything in one pane – quick access to recently viewed records, pinned ones and more!

Navigation example with Dynamics 365 Sales 

Get through your steps more comprehensively with Business Process Flows (BPF)

An improved, advanced Business Process Flows guides you through important steps and processes better. You can now dock the business process stage on the screen and stay focused on the task at hand especially when dealing with complex steps.

Business Process Flow in Unified Interface  

Connect with your contacts instantly with better embedded LinkedIn

LinkedIn Sales Navigatorcan be easily surfaced from within Dynamics 365 records to better connect with contacts. View your contact’s LinkedIn profile from the navigator that’s now embedded right into your screen as opposed to in the sub-grid in the classic interface. 

What to do now?

FromOctober 2020, some aspects will be retired and overall the classic view of Dynamics 365 will be replaced by the Unified Interface. Our responsibility is to put ourselves in your shoes and ensure you have a smooth, painless transition.  

If you want advice on migrating to the Dynamics 365 Unified Interface, please get in touch with Dogma Group at 01296328689 or email us at You can also register for webinar scheduled on December 2019 and January 2020 to learn more about this transition.  

Join the Discussion

you might also like

CRM for Sales: How AI Enabled CRMs Can Take Your Performance to a New Level

The playing field is poised to become a lot more competitive, and businesses tha...

read more

Will your 2020 competitive advantage be Insights driven powered by AI?

Artificial Intelligence is no longer a futuristic technology; it’s already mai...

read more

Salesforce October 14 Release: Execute Powerful Case Resolution with These 5 Service Cloud Features

Salesforce has unveiled its Winter ’20 Release plan, with updates scheduled to...

read more
Back to top
Back to top Free Discovery Workshop