If you are staring down the barrel of a Dynamics 365 version 9 upgrade and are feeling a bit intimidated, you are not alone. This is a big release and…
Everything. Is. Changing.
Since there is so much ground to cover with version 9, we’ll stay in the stratosphere for this post, and dive down for details in others.
The main 3 options to access Dynamics 365 have always been the standard web application (my favorite), Microsoft Outlook (a close second), and the Mobile App. With Version 9, this remains true but Microsoft is also introducing a new Unified Interface. From a training/usability perspective, this is great news as the interactions will be similar (if not exactly the same) from platform to platform…the challenge is that the overall experience is changing quite a bit.
In some cases, there will be the option to continue with the ‘old’ interface (we’ll call this “Dynamics Classic”) rather than the “Unified Interface with Dynamics”. The nearby image illustrates the options available if you stick with Dynamics Classic vs the Unified Interface. One important item to note - you can stick with the Dynamics Classic interface on the web and Outlook but not on mobile (that interface is changing to the Unified Interface with no option to stay on the Dynamics Classic interface).
3 Options for Unified Interface vs Dynamics Classic
Deciding on Dynamics Unified Interface vs Dynamics Classic
Regardless of your version or interface choices, we are always happy to help you navigate the challenges of your CRM journey. Reach out to us anytime.
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