Hello my name is Mark Spilde I'm a
senior product manager with our power
apps team at Microsoft and today I'll be
walking you through the unified
interface I'm gonna be sharing with you
our our navigation the things that we've
done to improve that within the unified
interface I'll be walking you through
some of our form structure and what
we've done to improve our density and to
improve the overall interface with that
compared to the web client then I'll be
sharing with you some of the things that
we've done to optimize our business
process flows and then we'll give a
quick overview of our dashboards as well
and the interactive dashboards that we
have so to kick this off I really wanted
to talk about our navigation in what
we've done and some of the things you'll
notice that it's fairly similar to what
you're gonna see coming from the web
client you'll see that we have the the
ability for your users to quickly
navigate using this top level bar so you
can obviously through breadcrumbs you
can you can navigate back and forth this
isn't any different than what you'll see
in the web client we've also included
the standard icons at the top so you've
got advanced fine you've got settings
you've got task flows you have search so
all of those those capabilities that
you're used to in the web planner are
also available here you know up at the
row up at the top with inside of our top
nav the next thing I like to talk about
is the command bar itself so the command
bar isn't much different other than it's
it's much smaller so it takes a whole
lot more space we've condensed it so from
a data density perspective it's much
better on the page it doesn't take up as
much room we've also included the
ability like you do in the web client to
customize these so you know using your
custom icons which can also include
color you can quickly add these
different types of commands and
navigation inside of the command bar for
this particular form the other thing
that we've done is we've actually moved
the site map from hidden in web client
to the left hand side where it's always
readily available for your users so this
makes it much more easy and quicker for
your for your users to get
to information you know that they need
to work with directly on this site map
so you can see that we include all these
top-level areas of  my work customer
sales collateral all of this is
customizable so you actually can control
what you want to show inside of your
site map at your app level so it's
really easily as you can see I can
quickly go between leads I can move
between opportunities and accounts I can
move really quickly if I'm in
opportunities I can see my opportunities
but then I can switch really quickly to
all opportunities so we made it much
more quicker to interact with
information on the page the other thing
we've done is we've included this area
switcher at the bottom so you can
quickly change your area this one tells
me I'm in the sales area so now I want
to go to my app settings so you can
quickly and easily just by clicking on
the icon down below here this this
option I can move between these areas
very simply and very quickly and so we
made it much more easier for your users
to have access to that kind of moving
forward the other thing that we've done
is we've actually created the ability to
go to your recent as well so up at here
in your home I can switch to my home
page really quickly I'll go to my sales
activity dashboard but let's say I went
oh you know what I really do want to
open up an account here and I work with
John Smith a lot so I'm gonna move to
this lead you can quickly and easily do
that by using your recents now I'm gonna
switch over to the web client and show
some of the difference major differences
and how the web client behaves versus
unified interface first thing that
you're going to notice is you've got the
command bar at the top all of this is
the same like and like you were saying
the the command bar here so you got your
top-level navin you got your command bar
this is the same but you'll see that
these icons are actually there they're
not really there's no color to them
they're all pretty standard with regards
to the interface in the web client we're
over here like I was saying you can have
a color icon you can change
quickly and usually to be whatever you
want it to be you can add different
iconography one of the things that
you'll notice obviously like I was
talking about is the site map is hidden
it's really hard for users to know where
they are where they need to go within
the overall site you know with inside of
your site map to see that you actually
have to click on the on the chevron up
here underneath sales which is really
not very discoverable and then you've
got to know okay which area do I need to
work with I've got to find it and then I
have to click on it so I'm three or four
clicks in just to get to my list page
we're over in the unified interface I
can just find out there's there's
accounts if I want to go the accounts
page it's one click one click versus
three I'm actually at the same spot so
those are some of the major improvements
that we've made with regards to the
navigation a nice thing we've also done
to improve density let's say I'll open
up here I'll open up this JC sellers
here one of the things that we've done
is we've made the ability for your users
to expand and collapse this as well so
you can see that you know you can easily
move information on the page that you're
looking at you can increase the size of
that by quickly expanding and collapsing
by default this is this is expanded so
when you're when your users first come
in they'll see this expanded navigation
bar so I can quickly move in between it
I'm going to move now from our
navigation what we've done in the
navigation space to our forms and what
we're doing in the form space to make it
much more easier and more compact for
your users to get to information the
first thing you'll see compared to the
web client which I will show in a second
is where we've moved the sections that
there used to be or there are sections
on the web client we've actually moved
them to tabs so the first thing you're
gonna see is that I can quickly and
easily move within the you know within
the side of the unified interface to
different areas this this is part of the
form or part of the page when you build
it inside of
our form designer but you can quickly
you can easily move between those and
the web client what we've done and
you'll see the difference here I'll open
up JC sellers when you're looking at
this you actually don't know how many
sections that you've got like you don't
know how where the information is it's
hard for your users to find it you
actually have to scroll down to be able
to see your details section to see your
contacts it takes a lot more interaction
and clicks and scrolling for your users
to get to information that they you know
they may use quite a lot so if every day
I'm usually in the details page like you
can see if I've got this fully expanded
out in the web client I have to actually
scroll down especially if you know
you've got some of these larger sections
like like the general information I've
got a scroll way down on the page where
in the in the unified client I can
quickly just go from my summary to my
details it's one click and I'm in the
same position where I would have had
scrolled down find it understand where I
am on the page with inside of the web
client it's quickly and easily available
here within the decided unified clam
with just a simple click the other thing
I want to do now is walk you through
some of the improvements we've done with
the business process flow and how we've
made it much better and easier to
interact with so I'm going to go to our
leads I'm gonna create a new lead here
and immediately what you're gonna see is
the business process flow it's much
smaller and much more compact I'm going
to do the same here going to slide this
over and we'll go to leads here we'll go
to a new lead
which will immediately see here is that
the business process flow takes a ton of
space you actually have moved this way
down and so you can you can actually see
it you know are in the unified interface
it's much more compact and it's much
easier for your users to understand and
know where they're at just because of
the coloring as well like the bullet
point you know that you're on the
qualified where here there is some
shading but it's not as easily to see
because here you know that oh gosh yeah
I haven't completed these this
iconography the only really way you know
is by using you know the the light and
color but with the lock signal signal
you know this locked icon so you don't
really know where you're at as easily as
you do with inside of you know the
unified interface with our business
process flows so with inside of the
business process flow some of the things
that we made it do is so that it to
condense this is we've actually created
these fly outs those little fly outs are
this are basically easy to lead to
interact with you can quickly fill them
out they'll pull up information you know
and then once I'm done we'll save this
and then what you're gonna see is that
when I come back up here to my business
process flow the next stage is right
there so I don't have to worry I don't
have to wonder where I am within that
flow and so I can hit the next stage and
that'll at all you know I can I can
create an opportunity for this quickly
you can just pull up my quick view form
I can save and close that
once that's done it'll put me back on
you know it'll show that opportunity and
I'll show that it's qualified so once I
filled all that information in its
immediately qualified and then I'm on
the next step and so then I can continue
with that business process flow and it
you know this isn't none of this
information is required so I can go to
the next step so all of that business
logic is built right into our business
process flows right here and it's just
immediately readily available for your
users and it's streamlined so that
doesn't take as much space so they can
get to the other information down below
on the page last thing I want to go over
is our interactive dashboard so what
we've done in this space so with this
with these just like the web client you
know you can put a ton of information on
these dashboards but we but we've
condensed it so you can actually see
more information directly on these pages
the other thing that you can do is you
actually can interact directly with
these so I can I can change this
information like oh I actually want to
see actual revenue and then I can choose
the type so right inside here just like
on the web client I can quickly choose
what type I want to see it'll switch to
that right in there and I'll show me
that information directly inside of that
dashboard so there's some some really
really nice interaction that we've done
to increase you know the just the
overall usability of our dashboards and
how they interact and interplay with
with unified client the last thing I
want to show you is is how our reflow
works and how the the reactive design of
the unified interface helps your users
really understand it know where they're
on a page much better than in the web
client so what I'm going to do is I'm
going to start collapsing this down I'm
gonna start moving from our extra-wide
to our wide to our narrow and what
you'll see is as I move in all of that
information automatically moves you
don't lose any information it doesn't
get hidden we just we just reflow it
right there on the page you can all go
all the way down to a small view print
so a small size as you can see we we
actually include all of that information
and I can even go down do a super small
size right and at that point in time
when you go to what we consider to be
our small will stack these so it's
really easy you never lose that
information it flows really nicely and
then your user can just scroll down and
see the information that they need to so
let's say they're working on something
over here they want to
you know they want to see that over here
over on the unified interface that's
related they can easily do that but then
you can also expand this back out and
you'll see that it pretty responsive it
quickly reflows it repaints fairly
fairly easily and fast for your users so
with that I hope you enjoyed the
introduction to the unified interface
and we'd love to hear from you about it
on our ideas forums as well as our power
apps and our dynamics forums so I hope
to hear from you soon we'll be looking
for all of the feedback and appreciate
your time today thank you
you
