unified interface - microsoft dynamics crm | powerobjects€¦ · crm for microsoft dynamics 365...
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Unified InterfaceNeil Parkhurst
Senior Dynamics 365 Consultant
Content Disclaimer
All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft’s discretion.
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We are a professional
services firm
100% focused on
Microsoft Dynamics
365.
Senior Dynamics 365 Consultant
PowerObjects UK
Meet Your Panelist
Neil Parkhurst, MVP
linkedin.com/in/neilparkhurst/
@parkhurstneil
1
+44 (0)121 295 5138
Your Presenter
CRM for Microsoft Dynamics 365
WEBINAR SERIESWhat’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST
Organization & Relationship Management August 10, 9am - 9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
Agenda
Unified Interface
Refreshed Web Client
Customer Service Hub
Unified Interface
All information and content is presented on Preview software and not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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Unified Interface
o A new interface not just an update!
o Common across all platforms
- Form factor adaptive
o Built with accessibility in mind
What is the Unified Interface?
Unified Interface Benefits
o Responsive
o Reusable
o Faster development
o Deploy once
o Train once
o Accessible
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Unified Interface
o Business Edition full web client
o Mobile and tablet
o Customer Service Hub
o NOT Enterprise Edition
full web client, yet!
Where can I find it?
Web Client Refresh
All information and content is presented on Preview software and not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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1.Too much white space
2.Long text labels
3. Header text cut
4. Non-intuitive input control
Other UX Gaps
5. Missing tab hierarchy
6. Non-intuitive tabs
7. Inconsistent spacing
8. Inconsistent fonts
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Existing Web client - Issues
Uniform styling
Text wrapping
Font standardization
White space reduction
Content and information based on
pre-release Dynamics 365 Software
Old and New - Forms
Content and information based on
pre-release Dynamics 365 Software
Old and New - Grids
Content and information based on
pre-release Dynamics 365 Software
Content and information based on
pre-release Dynamics 365 Software
Old and New - Dashboards
Customer Service Hub
All information and content is presented on Preview software and not the Launched product.
Product is subject to changes, per Microsoft’s discretion.
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Customer Service Hub App
Functional parity with ISH (almost)
No wait time for metadata download
Near-seamless upgrade from ISH
Unified Interface
CSH is based on Unified Interface
All UI benefits such as accessibility and
multi-platform support also apply!
Customer Service Hub (CSH) app replaces Interactive Service Hub (ISH)
Content and information based on
pre-release Dynamics 365 Software
Content and information based on
pre-release Dynamics 365 Software
What about ISH specific features?
Interactive Experience Dashboards
Web Client Dashboards
Content and information based on
pre-release Dynamics 365 Software
New Customer Service Hub features
Business Process flows
Timeline
Completed
Find Customer *
A.Datum
CorporationFind Contact *
Rene Valdes
New Customer Service Hub features
Email Activity
Knowledge Articles
Content and information based on
pre-release Dynamics 365 Software
Parity with ISH?
Complete Parity by next update
Unified Service Desk
Content and information based on
pre-release Dynamics 365 Software
Seamless Upgrade from ISH?
Upgrade Support
Post-Upgrade Manual Steps
Key Takeaways
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Unified
Interface
Web Client
Refresh
Customer
Service Hub
• Not just a new web client!
• Cross platform interface
• Available on BE, Mobile & CSH
• Not Enterprise web client, yet
• Available for Enterprise web client
• Fixes many current UI issues
• Replaces ISH
• Uses Unified Interface
• Almost seamless upgrade
NEW Fall Course offerings for Dynamics 365
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Visit: powerobjects.com/dynamics-crm-events
Promo Code:
“DynamicsInJuly” for 15% off**Expires August 31, 2017
Citizen Developer ClassSeptember 18-21 | Minneapolis
Developer: EnvironmentFall Dates| Minneapolis
Developer: ExtendingFall Dates| Minneapolis
Questions?
What’s New for CRM July 25, 9am - 9:30am CST
What’s New for the End User July 27, 9am - 9:30am CST
What’s New for the Admin & Customizer August 1, 9am - 9:30am CST
Mobile Experience August 3, 9am - 9:30am CST
Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST
Organization & Relationship Management August 10, 9am - 9:30am CST
Unified Client Interface August 15, 9am - 9:30am CST
Business Edition August 17, 9am - 9:30am CST
Customer Insights August 22, 9am - 9:30am CST
THANK YOU!
Senior Dynamics 365 Consultant
PowerObjects UK
Meet Your Panelist
Neil Parkhurst, MVP
linkedin.com/in/neilparkhurst/
@parkhurstneil
1
+44 (0)121 295 5138
Your Presenter