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 #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 […]

Tip #1160: Bring up client performance center

Hidden door in a library

I’m known to be a bit verbose but at the same time I personally like the tips that are like nuggets – small, shiny, and mostly invisible. This tip comes from Natraj “Always Debugging” Yegnaraman (and you can send your nugget to jar@crmtipoftheday.com too!). Add perf=true URL param in UCI Unified Interface to display performance […]

Tip #1158: Be very selective in the grid

Coffee choice

As I was discussing the workaround for the N:N regression bug, I noticed that some of the users, especially those switching from classic UI, are somewhat confused how to disassociate the records in the Unified Interface. The UI can be, indeed, a bit confusing, especially when the viewport is small and the subgrid switches to […]

Tip #1154: When Unified Interface misbehaves

Overlapping zippers creating confusion

We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]

Tip #1148: Use visual controls + calculated fields to create an in-form dashboard

Feet on a dashboard

Want to add some sizzle to you form configuration? Phil Dudovicz recommends using visual controls with calculated fields to create a nice looking dashboard in your Dynamics 365 Unified Interface form. The following is an example of an investor form that visually displays relevant investor data. Let’s take a closer look at how this is built: […]