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Unified Interface Playbook Chapter 2: Explore

Unified Interface Playbook Chapter 2: Explore. Unified Interface Program Team. Welcome: Chapter 2 of the Unified Interface Playbook. What is the Unified Interface Playbook?

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Unified Interface Playbook Chapter 2: Explore

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  1. Unified Interface Playbook Chapter 2: Explore • Unified Interface Program Team

  2. Welcome: Chapter 2 of the Unified Interface Playbook • What is the Unified Interface Playbook? • The overall playbook is intended to help plan and execute transitions from the legacy web client to the Unified Interface • This Presentation: • Chapter 2 of 4: • Exploring Unified Interface • Want to engage and learn more? • Go to Unified Interface Community for: • Full Playbook • Whitepapers • Useful Content & Videos • Forums & Blogs https://community.dynamics.com/365/unified-interface/

  3. Chapter 1INITIATE Chapter 2EXPLORE Chapter 3TRANSITION Chapter 4OPTIMIZE • Where and when do I start? • Create a parallel application (App) • From default Site Map • Quick check & identify gaps • Gather some initial experiences • Create a pilot App • Identify a small, high value use case • Design the App • Implement • necessary changes • some new features • Deploy for a small group of users • Collect feedback & make it better • When do I transition? • Migrating from On Prem to Online • Start now to deploy by the end of CY2019 • Transition to theUnified Interface • Business Assessment • Select a transition path • Targeted App(s) • Full transition • On Prem to Online Migration • Pre-planning • Understand compulsory changes • Rethink the user experience • Understand the App concept • Evaluate new capabilities • Determine the value proposition • Better end-user productivity • Reduced training / change mgt • Improved user adoption • Plan & execute • Define outcome, goals, expectations • Assess and prioritize scope • Deliver incrementally • Measure for success • Maximizing theOpportunity • Work the change cycle • Monitor adoption • Review experiences • Opportunity for innovation and doing more • Derive and communicate the value proposition • Plan future stages and rhythm of business • Roadmap • Product considerations • Cadence for refresh • Related Considerations • Deprecations & discontinuations • Gaps / issues • Understand what gaps exist • Understand when and how they will be addressed • Understand appropriate workarounds • Information and escalation channels • The right conversations • What is the Unified Interface? • It is the primary (and soon to be only) client for all Common Data Service apps, covering desktop Web, all Mobile & App for Outlook clients. • Why the Unified Interface? • It is modern, responsive, fast, flexible • Why move away from the legacy web client? • Maintaining a single code base • Platform for ongoing innovation • Part of modernization strategy • What is new and different? • Streamlined screen layouts with responsive design • New user experiences and improved extensibility • Standard and custom controls • Embedded Canvas Apps • New APIs & Features Resources Resources Resources Resources

  4. Session Objectives Start your journey with Unified Interface Define transition path and plan Just start Explore Pilot Plan Continue to work

  5. How to start?

  6. Just start!Consider feature differences, issues and opportunities for business process improvements

  7. Dynamics 365 Unified Interface Just Start program Create a parallel app and deeply identify necessary changes in customizations Quick test Parallel app IT team explores your solution in a new and modern user interface Select a small use case with high business value and deploy it for a small group of users Pilotapp

  8. Quick Test See your app as-is via Unified Interface

  9. Quick test of what you have today

  10. Behavior of “Unified Interface Only“ mode Default behavior Dynamics 365 App for Outlook Custom apps Dynamics 365 - Custom Dynamics 365 CE Apps Legacy web client Unified Interface Web Client / Unified Interface Unified Interface Unified Interface Only Dynamics 365 App for Outlook Custom apps Dynamics 365 - Custom Dynamics 365 CE Apps Unified Interface Note: If you turn off Unified Interface Only, your apps will become available in same interface as before.

  11. Set up "Unified Interface Only" mode

  12. "Unified Interface Only" mode in action

  13. Continue with a parallel app or create a new pilot app Parallel app Pilot app Current app

  14. Parallel app Start with what you already have

  15. Create a New App from existing Sitemap Use an existing development environment Run Solution Checker Identify all changes required in client scripts Create a new app from an existing solution Identify the amount of work to transition your existing solution into Unified Interface Apps are a combination of entities, forms, dashboards, views, charts, business process flows. Apps can be made accessible to specific security roles.

  16. Create a new Model-Driven App from an existing Sitemap – Maker experience This is the latest and current experience to create apps from power platform. If you didn’t create an App previously, please use “Default Solution” and the sitemap called “Site Map”.

  17. Design a New App • App Designer allows quick creation of apps • Select Use Existing Solution to create the test app • To make the app available on Mobile offline, select Enable Mobile Offline • Select the Default solution and the Site Map from the list • Click on Done to automatically generate your app and edit the app within sitemap designer

  18. Customize a Site Map • Based on the chosen sitemap, all the relevant entities, forms are included within the app • Add/remove components from the side navigation as per the business requirements

  19. Add entities into an App • Adding entities will add all the child components – Forms, Views, Charts & Dashboards • Click on these individual components and remove non required ones • Update Client Scripts based on the changes identified

  20. Validate and Publish your app • To complete the app generation process, click on Validate • This will run an internal automated process to identify any missing dependencies and inconsistencies

  21. Grant access Create a security role represents an app access with the privilege for “Model-driven App”. Allow access into an app by security roles. Assign a security role to users / teams.

  22. Gather more confidence You have successfully migrated your existing sitemap to a new Unified Interface App The approach to migrate full solution to a parallel app will allow you to test the new interface and train your users before you deploy it to production Deploy to a group of test users Perform Testing Identify and fix any issues Application is ready for deployment

  23. Pilot App Begin with small pieces for a small group

  24. Pilot App Implement • Utilize new features and components • available only in Unified Interface which will help you to make user experience modern, increase user adoption and make users more productive. DesignKeep low number of customizations and leverage standard capabilities for benefiting from upcoming update Deploy Use your standard Application Lifecycle Management and start with a small group of users. Feedback Getting feedback and improving existing solution is key for creating an app with high adoption. Initiate Identify a small use case with a high value which can be realized in short term 24

  25. Pilot App - sample 25

  26. When do I transition? As soon as possible

  27. When do I transition? 2019 Start now to deploy by the end of CY 2019 Migrating from on-premise to online Advantages of starting migration efforts as soon as possible: Take advantage of all new investments, features & improvements we deliver. None of these will be on the legacy web client! It’s faster, more modern and provides more productivity features - to positively increase end-user adoption Early validation efforts will provide a view on effort required. Address Perception vs Reality – help position effectively with the business Informing Microsoft early of any blockers will help faster triage and provide solution options sooner, unblocking any issues ahead of time Important: Microsoft deploys UI changes only in major updates (2x per year)!

  28. How long should this phase take? Timeframe will be dependent upon a number of factors. • Considerations: • Complexity of your deployment • Level of Automated Testing • Customization Supportability • Approach Decision: Get compatible Vs Full Review and business re-design. • Number of Resources • Business Engagement & Feedback Example Customer: Project: Global Sales Enablement UI Migration Go Live : April 2019 Unified Interface Only : On Deployment : Medium Complexity Duration: ~8 weeks Post Go Live Tuning: ~2 weeks Comments: Heavy Testing & Validation Maintain active list of gap & wishes

  29. Call to Action:Transition to the Unified Interface!

  30. Chapter 1INITIATE Chapter 2EXPLORE Chapter 3TRANSITION Chapter 4OPTIMIZE • Where and when do I start? • Create a parallel application (App) • From default Site Map • Quick check & identify gaps • Gather some initial experiences • Create a pilot App • Identify a small, high value use case • Design the App • Implement • necessary changes • some new features • Deploy for a small group of users • Collect feedback & make it better • When do I transition? • Migrating from On Prem to Online • Start now to deploy by the end of CY2019 • The right conversations • What is the Unified Interface? • It is the primary (and soon to be only) client for all Common Data Service apps, covering desktop Web, all Mobile & App for Outlook clients. • Why the Unified Interface? • It is modern, responsive, fast, flexible • Why move away from the legacy web client? • Maintaining a single code base • Platform for ongoing innovation • Part of modernization strategy • What is new and different? • Streamlined screen layouts with responsive design • New user experiences and improved extensibility • Standard and custom controls • Embedded Canvas Apps • New APIs & Features • Transition to theUnified Interface • Business Assessment • Select a transition path • Targeted App(s) • Full transition • On Prem to Online Migration • Pre-planning • Understand compulsory changes • Rethink the user experience • Understand the App concept • Evaluate new capabilities • Determine the value proposition • Better end-user productivity • Reduced training / change mgt • Improved user adoption • Plan & execute • Define outcome, goals, expectations • Assess and prioritize scope • Deliver incrementally • Measure for success • Maximizing theOpportunity • Work the change cycle • Monitor adoption • Review experiences • Opportunity for innovation and doing more • Derive and communicate the value proposition • Plan future stages and rhythm of business • Roadmap • Product considerations • Cadence for refresh • Related Considerations • Deprecations & discontinuations • Gaps / issues • Understand what gaps exist • Understand when and how they will be addressed • Understand appropriate workarounds • Information and escalation channels Resources Resources Resources Resources

  31. Resources Unified Interface Migration Community Site https://community.dynamics.com/365/unified-interface/

  32. Videos from Microsoft Business Applications Summit 2019 Understand the future of unified cation of all of the BRK2073 Microsoft PowerApps: Run one UI – the future of canvas, model-driven, and Unified Interface in PowerApps https://powerusers.microsoft.com/t5/MBAS-Gallery/Microsoft-PowerApps-Run-one-UI-the-future-of-canvas-model-driven/td-p/301580 Hear from customer stories who already made the migration to Unified Interface BRK3031 Implementation Best Practices for Dynamics 365: Making the move to modern Unified Interface https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Implementation-Best-Practices-for-Dynamics-365-Making-the-move/m-p/299928

  33. Q&A

  34. Thank you!

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