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Unified InterfaceNeil Parkhurst
Senior Dynamics 365 Consultant
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Content Disclaimer
All information and content is presented on Preview software and
not the Launched product. Product is subject to changes, per
Microsoft’s discretion.
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We are a professional
services firm
100% focused on
Microsoft Dynamics
365.
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Senior Dynamics 365 Consultant
PowerObjects UK
Meet Your Panelist
Neil Parkhurst, MVP
linkedin.com/in/neilparkhurst/
@parkhurstneil
1
[email protected]
+44 (0)121 295 5138
Your Presenter
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CRM for Microsoft Dynamics 365
WEBINAR SERIESWhat’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am
CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8,
9am - 9:30am CST
Organization & Relationship Management August 10, 9am -
9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
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Agenda
Unified Interface
Refreshed Web Client
Customer Service Hub
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Unified Interface
All information and content is presented on Preview software and
not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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Unified Interface
o A new interface not just an update!
o Common across all platforms
- Form factor adaptive
o Built with accessibility in mind
What is the Unified Interface?
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Unified Interface Benefits
o Responsive
o Reusable
o Faster development
o Deploy once
o Train once
o Accessible
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Unified Interface
o Business Edition full web client
o Mobile and tablet
o Customer Service Hub
o NOT Enterprise Edition
full web client, yet!
Where can I find it?
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Web Client Refresh
All information and content is presented on Preview software and
not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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1.Too much white space
2.Long text labels
3. Header text cut
4. Non-intuitive input control
Other UX Gaps
5. Missing tab hierarchy
6. Non-intuitive tabs
7. Inconsistent spacing
8. Inconsistent fonts
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Existing Web client - Issues
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Uniform styling
Text wrapping
Font standardization
White space reduction
Content and information based on
pre-release Dynamics 365 Software
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Old and New - Forms
Content and information based on
pre-release Dynamics 365 Software
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Old and New - Grids
Content and information based on
pre-release Dynamics 365 Software
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Content and information based on
pre-release Dynamics 365 Software
Old and New - Dashboards
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Customer Service Hub
All information and content is presented on Preview software and
not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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Customer Service Hub App
Functional parity with ISH (almost)
No wait time for metadata download
Near-seamless upgrade from ISH
Unified Interface
CSH is based on Unified Interface
All UI benefits such as accessibility and
multi-platform support also apply!
Customer Service Hub (CSH) app replaces Interactive Service Hub
(ISH)
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Content and information based on
pre-release Dynamics 365 Software
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Content and information based on
pre-release Dynamics 365 Software
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What about ISH specific features?
Interactive Experience Dashboards
Web Client Dashboards
Content and information based on
pre-release Dynamics 365 Software
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New Customer Service Hub features
Business Process flows
Timeline
Completed
Find Customer *
A.Datum
CorporationFind Contact *
Rene Valdes
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New Customer Service Hub features
Email Activity
Knowledge Articles
Content and information based on
pre-release Dynamics 365 Software
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Parity with ISH?
Complete Parity by next update
Unified Service Desk
Content and information based on
pre-release Dynamics 365 Software
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Seamless Upgrade from ISH?
Upgrade Support
Post-Upgrade Manual Steps
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Key Takeaways
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Unified
Interface
Web Client
Refresh
Customer
Service Hub
• Not just a new web client!
• Cross platform interface
• Available on BE, Mobile & CSH
• Not Enterprise web client, yet
• Available for Enterprise web client
• Fixes many current UI issues
• Replaces ISH
• Uses Unified Interface
• Almost seamless upgrade
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NEW Fall Course offerings for Dynamics 365
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Visit: powerobjects.com/dynamics-crm-events
Promo Code:
“DynamicsInJuly” for 15% off**Expires August 31, 2017
Citizen Developer ClassSeptember 18-21 | Minneapolis
Developer: EnvironmentFall Dates| Minneapolis
Developer: ExtendingFall Dates| Minneapolis
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Questions?
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What’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am
CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8,
9am - 9:30am CST
Organization & Relationship Management August 10, 9am -
9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
THANK YOU!
-
Senior Dynamics 365 Consultant
PowerObjects UK
Meet Your Panelist
Neil Parkhurst, MVP
linkedin.com/in/neilparkhurst/
@parkhurstneil
1
[email protected]
+44 (0)121 295 5138
Your Presenter
