As of October 1, 2020, users will strictly be unable to use the legacy web client.
Customers will receive 30-day “warning” emails that their system will be upgraded. There are two additional updates to the system before this one occurs. Details about this process can be found here (Microsoft’s FAQ portal).
Here are some answers to your most FAQs to make things easier as you go.
When will my automatic transition to Microsoft Dynamics 365’s New Unified Interface occur?
This is different for every organization.
Microsoft has been sending and will continue to send scheduling alerts and reminders to your system admin 30 days prior to your automatic transition. If you are unsure what date you’ve been scheduled for, follow these instructions:
Sign in with the admin credentials of the tenant you want to manage
Select My Environments, and review all environments that have a suggested date applied
You can either confirm the date or apply for approval to have your update pushed out. However, it is important you do this soon. Microsoft will have fewer and fewer dates available to reschedule as more customers are booked.
If you’ve yet to be assigned, wait for an email from Microsoft. You will be alerted 30 days in advance. Or, look in the portal for a date you’d like to update and select it.
Do I Need Support from my CRM Partner to Prepare for and Make the Automatic Transition?
To prepare for the automatic transition to the new Unified Interface, you may lean on your CRM partner to assist you. We recommend contacting them sooner rather than later if you do feel you need help so that you have no problem getting the support you need.
Signs you may need help from your CRM partner include:
Ribbon Modifications: Any changes to the Ribbon or Taskbar will need to be reviewed to determine how they look/function in the new UI.
HTML Watch-outs: There have been reports of web resources not displaying properly in the new UI.
Review Subgrids and Views: This may be important to review with a partner, as Views change on smaller subgrids to only show the first three fields of the view in the new UI.
Additionally, you may consult a partner if you want to utilize features available in the new UI you haven’t before. You have to turn on and configure these:
Custom Controls (more are available with the new UI)
Business Card Scanner
Field Level Controls
Embedded Power BI
Can I Transition to the New UI on my Own?
If you prefer to navigate it on your own, take advantage of these resources to learn more about the New Unified Interface, and what you can expect from it. We will also be covering key features and benefits in upcoming Ledgeview Partners Blog posts.
We will also cover information on how you can get started with the interface in the most optimized fashion.