Updates to Forms in Dynamics 365 Customer Engagement Unified Interface

by | Updated November 2, 2020 | Dynamics CRM

CRM Unified Interface Form Updates

Any current Dynamics 365 for Customer Engagement (CRM) user will notice the changes in look and feel within the Dynamics 365 Unified Interface (UI). The UI streamlines processes and makes the system more user-friendly.  This blog (including videos) will cover updates that have been made to forms in Dynamics 365 Customer Engagement Unified Interface.

Immediately, you’ll notice that form fields have a different layout and view. The tabs have moved locations back to the top of the screen. If you’re a long-time CRM user, you might remember that tabs used to be at the top before moving to a vertical scrolling position in the most recent versions.

Form Updates: Tabs in the Dynamics 365 Unified Interface


 

Creating a quick account or contact is streamlined within the UI. Users can quickly input information into the fields that matter to you. Unnecessary fields are not shown, or required, and users can focus on simply inputting the information as the rest of the screen is greyed out.  

New Quick Create in Dynamics 365 Unified Interface


 

Another great feature to the look and feel of the UI is the clutter reduction. Compared to prior versions, information is easier to find and access, and the layout makes more sense and is well balanced.  

Form Updates: Clutter Reduction in Dynamics 365 Unified Interface


 

Reflow allows you to easily view and access the fields and data important to you, no matter which device you’re on. That means if you are accessing CRM through your cell phone, you’re going to see the same information you would if you were on a larger-screened tablet or computer. Even if you resize an internet browser window, reflow automatically adjusts the view and layout of CRM.  

Form Updates: Reflows in the Dynamics 365 Unified Interface


 

One of the top new features within Forms in the new UI is the custom controls. In the past, you would need programmers or Java Script experts to customize certain fields and controls within the system. Now with the new UI, you can create forms with functions like flip controls, linear gauges, number inputs, radial knobs, and more, all on your own.  

Form Updates: Custom Controls in the Dynamics 365 Unified Interface


 

One of the other features worth mentioning within the Forms fields in the UI is the profile cards. Profile cards now look and feel like they do within Outlook and can be customized to include the information you want to know about your contacts within CRM.  

Form Updates: Profile Cards in the Dynamics 365 Unified Interface


 

Learn more about the Unified Interface during our UI webinar series. If you’re ready to move to the Unified Interface, contact Stoneridge Software. We have a special upgrade offering available for a limited time.  

  

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

may

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmConfab with Stoneridge - New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

19mayAll Day20Manufacturing and Microsoft Technology Conference

19may9:00 am10:00 amWhat is Your Global Manufacturing Strategy? Is It Time to Reshore?

19may10:30 am11:30 amFour Keys to Choosing the Best ERP or CRM Solution

19may10:30 am11:30 amGetting and Keeping Customers in 2021 and Beyond

19may10:30 am11:30 amMastering the Production Floor

19may12:00 pm1:00 pmImagining the Possibilities with Dynamics 365 for Manufacturing

19may12:00 pm1:00 pmBeyond Reporting - What BI Can Do For Your Manufacturing Operation

19may1:30 pm2:30 pmSmart Field Service for Manufacturers and Distributors

19may1:30 pm2:30 pmV is for Victory - The Elements of a Successful MRP Implementation Rollout

19may3:00 pm4:00 pmLot Management Strategies and Best Practices

19may3:00 pm4:00 pmSelling Through a Complex Channel - Distributor Management

20may10:00 am11:00 amManufacturing Technology in 2021 - The Impact of Digital Transformation

20may12:00 pm1:00 pmThe Power of a Connected Shipping Solution

20may12:00 pm1:00 pmEmployee Experience with Company ERP Implementations and Recommendations to Increase Employee Satisfaction

20may1:30 pm2:30 pmReporting and Business Intelligence Strategies for Today's CFO

20may1:30 pm2:30 pmSelecting and Implementing ERP: Don’t Leave it to Chance

20may3:00 pm4:00 pmCybersecurity Tips for Manufacturers – How to Protect Yourself From Ransomware & Other Vulnerabilities

20may3:00 pm4:00 pmEnsuring Quality for Batch Manufacturers

20may3:00 pm4:00 pmGuaranteeing ERP Project Success with an Enterprise Process Review

26may10:00 am10:30 amFinancial Implications of Moving from Dynamics GP to Dynamics 365: Services

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

june

01jun8:00 am02(jun 2)11:00 amPower BI for Dynamics 365 - Online Workshop

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

09jun10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X