Agenda Quick Intro to Unified Interface Demo Unified
- Slides: 49
Agenda §Quick Intro to Unified Interface §Demo Unified Interface Comparison §Unified Interface Migration Playbook §Example Game Plan §Demo Parallel App
Resources Upfront Unified Interface Community Site: ü Full Playbook ü Whitepapers ü Useful Content & Videos ü Forums & Blogs Community Homepage: https: //community. dynamics. com/365/unified-interface/ Also Dynamic Communities Dynamics 365 User Group & Forums, your local Dynamics User Group chapters and social media communities!
Unnecessary News Alert!
https: //cloudblogs. microsoft. com/dynamics 365/bdm/2019/09/10/announcing-the-timeline-to-move-to-unified-interface/
https: //community. dynamics. com/365/unified-interface/b/unified-interface-teamblog/posts/getting-a-head-start-with-unified-interface-transition-materials
Unified Interface
Unified Interface is our new presentation client we use across all of our Applications in Dynamics 365
Dynamics 365 & Power Platform Dynamics 365 A suite of Business Applications for serving customer engagement needs, these products include: • • • Dynamics 365 Sales Dynamics 365 Customer Service Dynamics 365 Marketing Dynamics 365 Field Service …and more products including our expanding suite of AR/VR and AI solutions Common Data Service Model-Driven Apps Unified Interface Canvas Apps A mechanism that lets you securely store and manage data that's used by business applications. Component-focused approach to Apps, that does not require code, with layout determined by components added to the App. Runtime for all model driven experiences in the Common Data Service, with Mobile and Outlook Mail App running only on Unified Interface Pixel-perfect Apps created with Power. Apps Designer, designing just like in Power. Point, and adding logic with Excel-like formulas.
Dynamics 365 Apps Access Points Web Outlook Mobile
Dynamics 365 Apps UI History Dynamics 365 Customer Engagement earlier versions Legacy web client Desktop Web Browsers Mobile Web Mobile App Mobile Web Browsers Mobile Apps (Tablet & Phone) Outlook Client Dynamics 365 today’s version - all cloud customers globally are now on this one version Legacy web client Desktop Web Browsers Unified Interface Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers) Mobile Apps (Tablet & Phone) App for Outlook
Reasons for Microsoft investment in Unified Interface & future direction Why did Microsoft invest “all-in” on Unified Interface? Important : Web Client is deprecated, deadline is October 2020 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! 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 will also reduce your implementation & support costs! This is your call to action to being your migration journey! 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. Dynamics 365 app future state Legacy web client Desktop Web Browsers Unified Interface Modern Responsive Web Experience (Desktop Web Browsers & Mobile Web Browsers) Mobile Apps (Tablet & Phone) App for Outlook
Why should you move to Unified Interface?
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 for Dynamics 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.
Unified Interface introduces many new features over the legacy web client New App UI New Navigation Menu New Apps Concept Full Responsive Design Improved Data Exploration Record Set Navigation Improved Form Experiences Dynamic Form Reflow Interactive Dashboards Improved Lookup New Reference Panel Use or Build Custom Controls
Unified Interface is the only place to benefit from opportunity to Onboard easily to Mobile and Outlook Use New Controls Fields & Views Use Power. Apps Component Framework Embed Power. App Canvas Experiences Add Contextual Power. BI to Forms Gain Performance in UI & Task Efficiency
Unified Interface performance improvements 63% 37% Improvement in grid load Improvement in form load 45% 30% Improvement in dashboard load Improvement in quick create load 27% Improvement in mobile app launch
Demo
Let’s sum up the value benefits!
Stakeholder Value Points: Moving to Unified Interface Optimize Investment Introduce Exciting UI • No dramatic rework • Modern User Experience • Realize existing investment value • Re-engage end-users • Can use a as re-launch opportunity • Start any new investments solving new business scenarios here • • Core functions continue to work as designed No big upgrade – new UI is already available to be switched to Enhance Productivity • • Users will have more options to be able to be productive and see additional value in using the system Re-engage end-users Improve Performance • Users will see a positive difference to usability – get to places quicker • Accomplish more tasks with less time 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
Unified Interface Playbook
Chapter 1 INITIATE Chapter 2 EXPLORE Chapter 3 TRANSITION Chapter 4 OPTIMIZE The right conversations Where and when do I start? Transition to the Unified Interface Maximizing the Opportunity What is the Unified Interface? Create a test application (App) Business Assessment Select a transition path Work the change cycle • 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 • 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 CY 2019 Resources • 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 Resources • 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
Chapter 2: EXPLORE Where and when do I start? Unified Interface is going to be the primary user interface for model-driven Applications Just Start! Sooner better than later Step #1 Super Quick Test Legacy web client considerations • Temporarily “Unified Interface Only” = On • Do this in Dev/UAT, test a realistic User persona • • • Step #2 Create a Parallel Test App • Create an App Module from default Site Map • Quick check to identify issues/gaps • Gather learnings from the way the app renders Optional #3 Create & Launch a Pilot App • Identify and target a small user group, ideally with a highvalue use case • Create an App with just the functionality needed to deliver this use case • Look for some opportunities to take advantage of new and better user experiences • Launch the App (in parallel with the older legacy web client) No new investments being made Bug fixes focused only on regressions Does not support newer capabilities Relatively slower Aged experience Timing considerations • Starting the transition soon allows for a flexible and incremental approach • Leaving it too long creates pressure • Starting early introduces the benefits of the Unified Interface early. TIP: Do ensure you generate excitement - as you set the precedence – if you are excited presenting the new UI - users would be less apprehensive. Review and Follow Up • Collect feedback, collect prioritized list of issues • Improve & expand 25
Chapter 2: EXPLORE Where and when do I start? Identify replacements for deprecated client API code & features Run the Power. Apps Solution Checker on your solutions Here are some of the most common attention points: The Power. Apps Solution Checker performs a rich static analysis check on your solutions against a set of best practice rules to quickly identify problematic patterns. After the check completes, you receive a detailed report that lists the issues identified, the components and code affected, and links to documentation that describes how to resolve each issue. The solution checker analyzes these solution components: • Common Data Service plug-ins • Common Data Service custom workflow activities • Common Data Service web resources (HTML and Java. Script) • Common Data Service configurations, such as SDK message steps • • • Client API - Recommended replacement methods are documented here. Process Dialogs - Recommended replacements for dialogs are documented here. Task Flows - Consider using Business Process Flows to replace Task Flows. Service Scheduling - Consider using Universal Resource Scheduling to replace legacy Service Scheduling. Dynamics 365 for Outlook (COM Add-in) - Consider replacing the Dynamics 365 for Outlook COM Addin with the lightweight Dynamics 365 App for Outlook Important: Prior to transitioning to the Unified Interface, it is important that you make sure that any thirdparty solution that you use in your application works in Unified Interface.
Chapter 3: TRANSITION Business Assessment Setting a firm foundation for a successful transition Understand the existing deployment alongside current business need to ensure transition makes a productive difference to the user Key questions to ask Q Are there any areas Q Does your current deployment align well with the way the organizational processes work? Situation Customers often deploy and grow footprint but rarely revisit existing areas to optimize for changing business behavior. which are no longer relevant or inadequate for the user? Problem • Unused functionality • Gaps in business process • Lack of adoption Q Do you have a clear idea on future considerations for the business? Opportunity • • • Observe Understand Simplify Re-work Test Deploy • Power of Observation: Understand your business user before setting plans • Identify: Patterns and groups of users for potential applications • Sweat the small stuff: Look for the small changes that make usability impact • Capture current state measures: Spot potential opportunity areas (E. g. Efficiency, Time Spent, Outcome for customer…) Engage the business early & throughout Agree common guidelines & partnership Limit distractions on the deployment (Role Based) Business value-based design Focus on delivering insight not data Align to supportability and product roadmap Measure outcome and prepare for refinement Communicate
Chapter 3: TRANSITION Plan and execute Ensure alignment with the methodology you plan to use Assess scope Based on learnings and experiences gathered, list out the potential project scope for the system to be transitioned Define outcome, goals and expectations Keeping the eye on the end-game is a prerequisite for proper requirements management and project planning Prioritize scope Rank requirements by business value Rank requirements by effort Deliver quick wins first Start early with bigger high-value investments Avoid distractions Deliver incrementally Regular delivery cycles allow for ongoing learning and gathering of end-user feedback Measure for success It is difficult to judge success after the fact if measured are not pre-agreed and measured before any intervention is made. 28
Chapter 4: OPTIMIZE Monitor, Review and Innovate Developing a system should never be seen as a one-time goal at the beginning of a launch Measure for success Monitor an adoption of your apps and ensure that users are using what you delivered • Use dedicated security roles to provide access to specific apps to help you monitor their usage Get a baseline on your existing system Innovate existing processes and functionality • A transition is a great opportunity to revisit and rethink how you are using your system • Prepare your system to take advantage of new trends and improvements Continuous communication & feedback loop Work with your Customer Success Manager Consider user feedback actively and share information about the improvements being made • Welcome page is a good way how to notify users what’s new and where to start • Utilize custom help feature directly within user interface Work with your Microsoft and partner team to achieve your goals and deliver the greatest experiences • Microsoft can help customers evaluate and develop their transition plan to Unified Interface • Review design changes and gaps • Provide feedback directly back to the Dynamics Product Group 29
Unified Interface Playbook from Microsoft Each chapter in this playbook is supported by a more detailed Tech. Talk Chapter 1 INITIATE Having the right conversations Chapter 2 EXPLORE Where and when do I start? Chapter 3 TRANSITION Transitioning to the Unified Interface Chapter 4 OPTIMIZE Maximize the Opportunity Key sites and resources Official documentation: https: //docs. microsoft. com/en-us/dynamics 365/customer-engagement/admin/about-unified-interface Unified Interface Community Page + Playbook: https: //community. dynamics. com/365/unified-interface/ If you are engaged with an implementation Partner please reach out to them for help If you participate in the Fast. Track program, reach out to your assigned Fast. Track Solution Architect 30
Where do I start?
Dynamics 365 Unified Interface - 3 ways to start Quick test Parallel app Pilot app
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
Demo
Gain insight to drive 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
Example Game Plan
Example Game Plan Enable 2019 Release Wave 2 (Unified Interface improvements) User Acceptance Testing Create a Parallel App Initial Testing & Scoping Oct. 2019 User Training & Change Management Nov. 2019 Reported all Product Issues to Microsoft Technical Migration & Tuning Work Enable Mobile & App for Outlook Dec. 2019 Production Go Live! Jan 2020 Finalize & Deploy Training Materials Migrated
Changes to UI come in our 2 Release Waves Review Release Plan for 2020 Release Wave 1 Enable 2020 Release Wave 1 UI Improvements in Production Enable Early Access (Unified Interface improvements) ~Jan/Feb. 2020 Can enable earlier if no issues found! Feb-Mar. 2020 Test & Adopt UI Changes Report Any Issues to Support Apr. 2020
Deployment Tips for Unified Interface Apps or “How to enable full true Unified Interface Only mode? ” DO create your own Apps DO Disable “Dynamics 365 – Custom” App DO Turn off User Role access to unused Apps Even if using everything from default solution sitemap You can name the App providing additional branding and allowing mental and business room for expansion Toggle ‘Hides for All Users’ mode Must be combined with ‘Unified Interface Only’ mode Customizers and Administrators will always see it Same Forms & Features work in your own custom App *Team Member SKU only has access to OTB Hubs Apps
Demo
Let’s talk…Dialogs
Dialogs were interactive processes of application which is used to collect information in a paged prompt and response fashion to interact with Dynamics 365 system. Now deprecated, will not go to Unified Interface. Capabilities • • Dialog executed synchronously interactive with exceptions caught presented to the user immediately Could be On-demand or Child dialog Ability to call Child Dialogs or run Workflows on Start/End/Input/Page Transition Required User Input to Complete (Dialog can start by Java. Script, but once it started it needs user to complete) Ability to Query Dynamics 365 Data into Query Variables No Coding Required, but could be extended with Custom Workflow Activities (basically parameterized Plugins) Supported features: Pages, Prompts, Responses, Input Arguments, Variables, Conditional Branching Possible Alternatives • • Create a “Holding/Tracking” Entity + Quick Create Form Use Business Process Flows for guiding multi-entity processes Embedded Power. Apps Canvas control on a Form Use Microsoft Flow Article Read: https: //docs. microsoft. com/en-us/flow/replace-dialogs
Example Dialog Alternative Microsoft Flow Instant w/ Input
Example Dialog Alternative Embedded Canvas. App Image Credit - Nick Doelman Microsoft MVP read his helpful blog post : https: //readyxrm. blog/2019/02/24/replacing-a-dynamics-365 -dialog-with-an-embedded-canvas-powerapp/
How long should this phase take? Timeframe will be dependent upon a number of factors. Considerations: Complexity of your deployment Level of Testing Maturity Amount of Customizations Approach Decision: Conversion -vs- Full App Redesign • Number of Delivery 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
Resources Unified Interface Community Site: ü Full Playbook ü Whitepapers ü Useful Content & Videos ü Forums & Blogs Community Homepage: https: //community. dynamics. com/365/unified-interface/ Also Dynamic Communities Dynamics 365 User Group & Forums, your local Dynamics User Group chapters and social media communities!
Relevant Sessions: Taking Your classic Experience to a New App! Friday, October 18 | 9: 45 AM - 10: 45 AM Location: Sun BD - Blue Theater | Type: How 2 D 365 UG/CRMUG Presenter: Julie Yack, MVP Model driven apps have historically been a place full of customizations and all workstreams in a single place. Now with the ability to build custom apps we can easily extract a workstream and give those users their own experience, tailored just for them. Join us as we do this live in this demoonly session.
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