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Unified Interface Playbook Chapter 1: Initiate

Unified Interface Playbook Chapter 1: Initiate. Unified Interface Program Team. Welcome: Chapter 1 of the Unified Interface Playbook. What is the Unified Interface Playbook?

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Unified Interface Playbook Chapter 1: Initiate

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  1. Unified Interface Playbook Chapter 1: Initiate • Unified Interface Program Team

  2. Welcome: Chapter 1 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 1 of 4: • Initiating the right conversations about the 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 • 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 • Where and when do I start? • Create a test 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 Resources Resources Resources Resources

  4. Chapter 1 Session Objectives Understand the Unified Interface See the value of moving to Unified Interface Understand See Compare Love it Next Steps

  5. What is Unified Interface?

  6. Unified Interface is our new presentation client we use across all of our Applications in Dynamics 365 Customer Engagement

  7. Dynamics 365 & Power Platform Dynamics 365 Customer Engagement Model-Driven Apps Common Data Service Canvas Apps Unified Interface • A suite of Business Applications for serving customer engagement needs, these products include: • Dynamics 365 Customer Engagement for Sales • Dynamics 365 Customer Engagement for Customer Service • Dynamics 365 Customer Engagement for Marketing • Dynamics 365 Customer Engagement for Field Service • …and more products including our expanding suite of AR/VR and AI solutions Component-focused approach to Apps, that does not require code, with layout determined by components added to the App. A mechanism that lets you securely store and manage data that's used by business applications. Pixel-perfect Apps created with PowerApps Designer, designing just like in PowerPoint, and adding logic with Excel-like formulas. Runtime for all model driven experiences in the Common Data Service, with Mobile and Outlook Mail App running only on Unified Interface

  8. Dynamics 365 Customer Engagement Access Points Web Outlook Mobile

  9. Dynamics 365 Customer Engagement UI History Dynamics 365 Customer Engagement earlier versions Mobile Web Outlook Legacy web client Mobile App • Desktop Web Browsers Mobile Web Browsers Outlook Client Mobile Apps (Tablet & Phone) Dynamics 365 Customer Engagement today’s version - all of our customers are on this now Legacy web client Unified Interface Desktop Web Browsers • Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers) App for Outlook Mobile Apps (Tablet & Phone)

  10. Reasons for Microsoft investment in Unified Interface & future direction Why did Microsoft invest “all-in” on Unified Interface? Important Legacy web client support for existing customers will co-exist to allow a period of time for your transition but should not be relied on as the reason to further delay migration to Unified Interface. Unified Interface is the strategic direction for all the primary apps & has been the only client to receive new product features and future roadmap investments. This is your call to action to being your migration journey! • To modernize fundamental application technology and UX design • To handle broader range of accessibility standards • To reduce complexity, cost and time delays caused by • Duplicated investments across core framework, coding languages, supported browsers of various application clients. • Forked code base also resulted in feature differences, regressions and timing of fixes and new features, which also impacted you work! • Unified Interface will also reduce your implementation & support costs! Dynamics 365 Customer Engagement future state Legacy web client Unified Interface Desktop Web Browsers • Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers) App for Outlook Mobile Apps (Tablet & Phone)

  11. Why should you move to Unified Interface?

  12. Why you should care to move to Unified Interface: Optimize Investment Introduce Exciting UI Enhance Productivity Improve Performance Microsoft has already enabled all native first party applications on the Unified Interface forDynamics 365 Customer Engagement (Sales, Customer Service, Marketing, Field Service, etc) Important: There is no investment in new features or improvements to the legacy web client.

  13. Unified Interface introduces many new features over the legacy web client

  14. Unified Interface is the only place to benefit from opportunity to Onboard easily to Mobile and Outlook Use New Controls Fields & Views Use PowerApps Component Framework Embed PowerApp Canvas Experiences Add Contextual PowerBI to Forms Gain Performance inUI & Task Efficiency

  15. Unified Interface performance improvements In our testing of a sample application - here are average performance results we noted: 63% Improvement in grid load 37% Improvement in form load 45% Improvement in dashboard load 30% Improvement in quick create load 27% Improvement in mobile app launch

  16. Let’s sum up the value benefits!

  17. Stakeholder Value Points: Moving to Unified Interface Advantages of starting migration efforts as soon as possible: Optimize Investment Introduce Exciting UI Enhance Productivity Improve Performance • No dramatic rework • Realize existing investment value • Core functions continue to work as designed • No big upgrade – new UI is already available to be switched to • Users will have more options to be able to be productive and see additional value in using the system • Re-engage end-users • Users will see a positive difference to usability – get to places quicker • Accomplish more tasks with less time • Modern User Experience • Re-engage end-users • Can use a as re-launch opportunity • Start any new investments solving new business scenarios here 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

  18. What happens to my existing app? Unified Interface vs Legacy web client See & compare!

  19. New Navigation Bar & New Navigation Menu Unified Interface Legacy web client

  20. New Navigation Menu Unified Interface Legacy web client • Menu is always present • Navigation possible even when Menu is minimized

  21. Improved Navigation Menu retains existing fundamental structure Unified Interface Legacy web client 3 1 1 2 2 • All sitemap structural components are still part of the new menu • Groups • Items • Areas 3

  22. New Navigation Bar – improves support for your brand color and logo Legacy web client Unified Interface Continue to use your logo and your brand color as set in your environment theme, now the color is carried across the whole top navigation bar Here is example of other themes show this enhancement: Unified Interface Legacy web client

  23. Dashboards – System or Personal continue as designed with improvements Unified Interface Legacy web client 1 Improved Charts Using full screen 2

  24. Views – System Views and Personal Views continue as designed Unified Interface Legacy web client 1 2 • Improved View Header Density • Improved View Row Density

  25. Forms – what happens to my form customizations? Unified Interface Legacy web client 1 2 1 2 3 3 Sections are still part of Form layout Column layout continues as configured Field formatting and display properties remain as configured

  26. Forms – Tabs navigation is now on top and easily discoverable Unified Interface Legacy web client 2 1 Unified Interface Legacy web client 2. Tabs could get lost on the bottom of the Form requiring scrolling or collapsing of other Tabs resulting in stacking reducing form space 1. All Tabs are now always presented across the top of the Form easily discoverable by the users VS

  27. Timeline - improved with more information density and better layout Unified Interface Legacy web client 1 Improvements : All Activity types in one single timeline Easily identify activity types See more timeline rows at a time 2 9 rows vs 4 rows 3

  28. Business Process Flow - Improved Unified Interface Legacy web client 1 2 3 • New Compact Business Process Flow Bar • On click pop down Stage flyout saves space • Alternatively users can pin Stage flyout details to the side and it will stay pinned when user comes back

  29. What is possible for my app? Unique to Unified Interface Art of the possible

  30. Expand your existing investment from Desktop to Tablet, Phone, Outlook Tablet Phone Outlook

  31. New! Calendar View Control boost context in date-oriented datasets Use an intuitive Calendar View Control for any entity

  32. Dashboards – Improved Timeline and New Calendar View Control Improved Timeline Control Help users easily take advantage of AI and Insights Views adjust to available space New View Control - Calendar

  33. New! Interactive Dashboards – multi-chart & date range filtering Date Filter Clicking on any Charts sections will Filter

  34. Boost productivity with new Record Set navigation • Boost productivity by quickly navigating between records from: • Any View • Any Filtered View • Any View Search • Any Dashboard • Interactive Dashboard

  35. Improved Views use dynamic reflow for best experience in a given space Narrow space Wider space • Views and Sub-Grids dynamically adapt to the available space changes from: • Form factor • Screen or Window size • Zoom level • Customizers can pre-configure settings that meet your needs

  36. Views and sub-grids reflow to best UI for the space given example

  37. Supercharge your Unified Interface Forms with new capabilities & features! PowerApps Component Framework Canvas App Embedding New Controls for Fields

  38. PowerApp Component Framework https://docs.microsoft.com/en-us/powerapps/developer/component-framework/overview

  39. New! Reference Panel • Reference Panel Benefits • Compact use of space on the Form • View data without leaving the form • Reference Panel Features • Place one or more controls inside of any Tab • Customize Tab Icon

  40. New! Build user role or purpose specific applications using multiple Apps Apps list in action Sales Manager Salesperson 1 2 • Your various views, forms and dashboards can be organizer into: • Role specific applications • Special purpose or seasonal business process focused applications • Configurators don’t need to repeat or fear breaking existing fundamentals (data, security or customizations)

  41. Apps are easy is for users to switch between! Apps list is always available Default landing page for users with multiple Apps 1 2 • There are two places the App Lists is available: • Always on top of the navigation menu • If User has multiple Apps available to them: • 2. My Apps page is shown on when launching of your default URL • Also: • If any user has just one App assigned to them it will open immediately without any prompts • Users can also see all their apps across all environments if they go to http://home.dynamics.com

  42. Call to Action:Just Start!

  43. Session Objectives Explained the Unified Interface Shown value Unified Interface migration Understand See Compare Love it Act

  44. Chapter 1INITIATE Chapter 2EXPLORE Chapter 3TRANSITION Chapter 4OPTIMIZE • Where and when do I start? • Create a test 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

  45. Resources Unified Interface Community Site: Full Playbook Whitepapers Useful Content & Videos Forums & Blogs Homepage: https://community.dynamics.com/365/unified-interface/ Forum: https://community.dynamics.com/365/unified-interface/f/unified-interface-forum

  46. Videos from Microsoft Business Applications Summit 2019 Understand the future of roadmap of the overall UI platform: Microsoft PowerApps: Run one UI – the future of canvas, model-driven, and Unified Interface in PowerApps https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Microsoft-PowerApps-Run-one-UI-the-future-of-canvas-model-driven/m-p/301579 Hear customer stories who already made the migration to Unified Interface: Implementation Best Practices for Dynamics 365: Making the move to modern Unified Interface https://powerusers.microsoft.com/t5/Microsoft-Business-Applications/Microsoft-Dynamics-365-for-Customer-Service-Dynamics-Portals/m-p/299102

  47. Q&A

  48. Thank you!

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