Microsoft Dynamics 365 has moved the majority of sales and customer service functionality to a new interface called the Unified Interface. This Interface can be accessed through web browsers, desktop apps, and mobile devices.
The Unified Interface provides many benefits to users, including improved navigation and performance. It also works seamlessly with focused roles so that users only see what they need to get their jobs done.
Easy to use
The Unified Interface is the new user interface for all the Power Apps model-driven. It brings the best in usability, accessibility, functionality, and speed to every user.
With the Unified Interface, users can access embedded dashboards across all devices, including mobile. They can also view contextual Power BI charts and use interactive filters to interpret them.
As a certified Dynamics 365 Partner, Arctic IT is ready to help you quickly move to the Unified Interface. We can create a transition plan to keep your business processes and integrations intact.
In addition, we can provide a Unified Interface test environment for your organization to familiarize yourself with the new Interface before going live in production. We have successfully transitioned dozens of organizations to the Unified Interface and understand the steps to a successful migration.
Faster data entry
The Unified Interface is a significant new feature of the Dynamics 365 platform. It has been designed to make data entry faster and easier for users of all skill levels.
The UI has several changes from the classic web interface, such as a ribbon command, a different navigation experience, and a more responsive design. It also includes embedded dashboards for mobile devices and Power BI charts.
A benefit of the UI is that it works across all platforms, including mobile and desktop apps. This means employees can use it anywhere without needing hardware upgrades and maintenance.
In addition, the Unified Interface is a step toward Dynamics 365 becoming an “app-driven” experience. This is where targeted applications are created within Dynamics 365, each serving its purpose and fitting together.
The Unified Interface for Microsoft Dynamics 365 helps organizations increase their productivity by enabling them to access their data anywhere, on any device. This allows employees to stay connected to their customers and streamline their workflows.
The unified Interface uses responsive web design to adapt for optimal viewing and interaction across any screen size, orientation, or device. This translates to a single experience that works well on the desktop browser, Outlook, or mobile app.
Before moving your production system to the Unified Interface, you should test your integrations and retrain your users to use the new UI. This can be done by deploying the Unified Interface in a Sandbox environment.
Increased customer satisfaction
The new UI for Microsoft Dynamics 365 for Customer Service offers a comprehensive view of all communication channels. It also helps customer service agents to allocate resources and improve the customer service experience.
To ensure a smooth transition, ensure all your integrations with Dynamics 365 are compatible with the new Interface. This includes plug-ins, web resources, and configurations.
The new Interface also provides access to new features such as AI insights, advanced filtering, and embedded Power Apps. This can help users find information more quickly and easily, reducing clicks and increasing user satisfaction.
Increased employee satisfaction
Dynamics 365 is a cloud-based software application, meaning it’s accessed via the Internet. This enables users to increase or decrease the number of users and apps without investing in new hardware or resources.
Microsoft Dynamics 365 offers hundreds of applications that can be connected to the system through AppSource. These bolt-ons enable users to add new functionality not included in the core application.
One of the most popular add-ons is b+s Connects for Microsoft Dynamics, which provides customer service agents with a unified desktop within the CRM interface, including integrated Cisco Contact Center functionality. This helps agents maintain a big-picture view of customer requests, which improves their efficiency and productivity.