The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client.

You open the Unified Interface from the My Apps area of your Office 365/Dynamics 365 portal. It displayed in ours as “Dynamics 365 – Mobile”. When you log in for the first time you will be presented with an entirely new user interface with new navigation and a very clean interface.

When you open a record you will notice several changes to the interface:

There are “tabs” to sections of the form and to related information

Columns and areas of the form have been re-designed. Field labels do not get cut off any longer.

The New Activity Timeline is included in the Unified Interface (will not be available in browser UI). This area now displays combined activities (including custom activities), posts and notes in a single view and with a better visual. A filter option is also available allowing you to filter down to only the type of records you want to see (Past Due, New Posts, Notes, etc)

Relationship Insights is also displayed in the new interface.

Other Features of the Unified Interface:

• Responsive UI (Form factor adaptive) across platforms and devices.
• Full Accessibility support from the get-go.
• Provides common pattern set that all features can leverage – learn once, use everywhere.

Dashboards include new chart items:

Mobile gets a face-lift also

We are excited about the new Unified Interface. For Administrators there will be less redundant work creating elements in multiple areas. Forms will be mobile responsive as they are created. For end users it offers a much cleaner, friendlier overall user experience. Microsoft got this right.