Tip #1236: Review RetrieveMultiple plugins before migrating to Unified Interface

Man looking into microscope

It’s not uncommon to register a plugin on RetrieveMultiple message and fiddle with the output, e.g. drop some values, add some calculations, etc. Chances are that you are changing the QueryExpression, and the plugin is working fine in the classic UI but you will have challenges migrating to Unified Interface. The reason is that in […]

Tip #1235: Create personal charts in Unified Interface

Neon sign "personal space" on black background

Nasty rumors (and this official page from Microsoft) claim that you cannot create personal charts from Unified Interface. This is not true anymore. From any view in your unified interface model-driven app, click “show chart” then under the more options (…) menu, click “+ new.” This will launch the classic chart builder in a new […]

Tip #1231: Activity Quick Create in Unified Interface

white learning number trading cards

I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]

Tip #1226: Avoid Model-Driven Failure

blue vintage car scale model

When deploying model-driven apps, there are multiple potential points of failure that can affect users’ ability to access part or all of the app. The following is a non-exhaustive list of some of the more common areas to check if the user can’t see the app or access certain parts of it: User is missing […]

Tip #1214: Add “what’s new” to unified interface

Stack of daily newspapers

We use activity feeds and the “what’s new” dashboard in D365 classic UI to see a feed of posts in the system. This doesn’t show up in unified interface–how can we use the activity feed wall in unified interface? Keep me posted Dear posted, The activity feed wall is replaced in unified interface by the […]

Tip #1210: Getting to settings from unified interface

Fine dining table setting from above

One objection to switching to the unified interface is that some users need to access functionality in the settings area (create workflows, manage users, system settings) and we want to have a consistent user experience for all users. With recent updates to the unified interface, you can now easily get to the settings area from […]

Tip #1208: More entities now work from Unified Interface

Seinfeld: more of everything

Until recently the list of entities that didn’t work on unified interface included goals, connections, campaigns, and marketing lists. With recent updates, these entities can now be accessed from unified interface model driven apps. This is great news if you use one of these entities–I’m especially excited about marketing lists, as there are many great […]

Tip #1178: Pure Unified Interface trials

New trial experience

I guess it was only the matter of time until Unified Interface started to take over. And so it begins with the changes coming to the trial experience that will let the customers experience and evaluate their workloads purely on Unified Interface. Summary of experience enhancements are as follows. For more details, please refer to […]

Tip #1168: Sitemap and Commanding changes on Unified Interface

Person touching white button on a jukebox machine

Developing user experience is a complex iterative process and it usually takes few iterations to get things right. Unified Interface is no exception. Some things are brilliant and some, uhm, require further work. The good news is that changes are coming. The “bad” news that they are coming very, very soon so it’d be a […]