How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface

How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface

Are you struggling to get your Microsoft Dynamics 365/CRM users to go directly to the Unified Interface? You’re not the first organization to run into this, and you won’t be the last, but there is a way to address this proactively.

If your goal is to avoid users going directly to the standard browser default and to the Unified Interface, this is a must-read.

As an admin, you are able to make a separate URL to set this up, and then have CRM Users follow the link you create so that their software experience is consistent throughout devices.

If your goal is to get them to have a unified experience across their devices to avoid the standard experience, follow these steps.


1. To get the App URL, open the Dynamics application.

2. Go to Settings > My Apps
How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface


3. Under Published Apps > (Your App) > Click “…”, then click “Manage Roles”

How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface


4. Expand the App URL Suffix tab and enter a simple name

How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface


4. Click on the copy icon to copy the URL you have created

5. Share this URL with your Users

6. Next, expand the Roles to select security roles for CRM users who should access the Unified Interface

How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface


7. Save when you are done

After you have created this URL and shared it with the Users, it will take them directly to your App. Keep in mind, the name of your App must be unique in order for it to populate according to the name you have specified.

There are some obvious pros of the Unified Interface that launched with Microsoft Dynamics 365/CRM’s V9 Upgrade.

The primary benefit is that the user experience across all devices is the same. If this is not done, users will see something different when on mobile devices vs. browsers.

If you’re familiar with the Interactive Service Hub, you will feel more accustomed to the Unified User Interface in V9. Unlike the hub, the Unified Interface has a lot more enhancements and capabilities.

You can learn more about the benefits of the Unified Interface, including enhancements to the Navigation Bar, Dashboards, Forms, Timelines, Email, Business Process Flows, and more here.

If you need assistance with your Microsoft Dynamics 365/CRM system or would like to implement it within your organization, reach out to Ledgeview Partners.

How to Get Your Microsoft Dynamics 365/CRM Users to Go Directly to the Unified Interface

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