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Dynamics 365 Unified Interface – Where did my Arrows Go?

DYNAMIC 365 CRM CONSULTING

Dynamics 365 Unified Interface – Where did my Arrows Go?

Dynamics 365 Unified Interface – Where did my Arrows Go?

Many of you by now will be aware that Dynamics 365 Unified Interface (UI) is not only here, it will be everywhere by October 2020. At that time, all Dynamics 365 CE (Customer Engagement) subscribers will be automatically upgraded to the Unified Interface and the Classic (or old or whatever you want to call it) interface will be retired.

Also, like many of you, I sometimes fear change and can occasionally be heard yelling at my (inanimate) computer screen “Why did they change that!!??”. But I am also a bit techie and I like the ability to do new things, so when I first tried UI on our own Dynamics 365 system, I thought …

Cursor Changes in New Microsoft Dynamics 365

Naturally, however, there were things that I used to use/like in the old interface. For example, take my love for the 2 little navigation arrows – for an embarrassingly long time after the update, I could not figure out how to scroll through the related records in a list once I opened one. Previously, when I opened a Contact from within an Account, I could scroll through all the contacts. But now, I was left wondering how to do that without my little up and down arrows… where did they go!?

Changes in Dynamics 365- Cursor Changes from Arrow to Circle

Cursor Changed from Arrow to Circle in Dynamics 365 Unified Interface

Eventually I spotted a new little icon in the new Dynamics 365 Unified Interface that gave me something even better than little arrows. In the top left corner of the form when you open a child record from a parent record form there is a new sort-of-an-arrow-in-a-circle icon.

Cursor Changed From Arrow To Circle In Updated Dynamics 365

Click this new icon and you get a list of the child records and can go up and down that list or jump to any record in the list instantly. Even better than little arrows!

Changes in New Dynamics 365 Unified Interface

What other little gems have you discovered in the Dynamics 365 Unified Interface? Let us know – you could become our first guest blogger.

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