My name is Nikita Polakoff,
I'm a senior solution architect
in our fast track organization.
Where in the product group and we're
kind of the customer and partner success
team that works with customers partners
and the product group to help make our
products better and help improve your
experiences with our product, so today.
We're going to talk about the topic
of migration to the unified interface
for dynamics 365 customers will
talk about some best practices and
unlocking some of the new experiences
that you can enable when you move
to this presentation tier.
So first one of the reasons that
you probably hear or hopefully if
you haven't yet we do have the news
that the web client the classic
web client inside of dynamics 365,
has been deprecated,
which means that it is running now.
It is in deprecated state and it
will be completely off October 2020.
Right.
So the message is here to start acting
now right and I want you guys to be the
Champions and others that go and help.
Others understand this and grow this within
this awareness within the organization
around this important timeline.
When I wanted to introduce to you and
this is something that my team and the
product group and engineering teams.
All work together to ensure that when
we make it an announcement like that.
We have information that helps prepare
our customers partners and organizations
using our products to make sure they
understand how to make that transition.
So what I'm introducing to you
today is that we have a unified
interface migration playbook.
You can find the information for it here.
Some,
like a promise of the slides
are up front for this community.
So we have a community specific to
unified interface for everybody.
It's open and available to public
for you to register and post or even
if you just want to come in there
and download the playbook and access
the resources we have oblog and
we're going to be posting bunch of
quick tips and information about how
to best use the unified interface.
There's a lot of new goodies within
it for you to understand how to use
will be writing that content here,
there's a forum here, you can ask questions.
But the playbook and the guides and
information is available here off of
our dynamics 365 community online.
So the playbook playbook has a ton
of information in it.
We only have 20 minutes today.
So I'm actually going to do a couple
of select material pieces from it.
Your tangle audience have promised
you a demo but let's write review
kind of what we have here in this
unified interface migration playbook.
We have chapter one which is just
beginning to conversations will dive
into that just just after the slide,
but it's about you know why is
there unified interface?
Why is Microsoft making this investment?
What are some of the value
propositions even being able
to see almost feature by feature comparison.
Between the web client experience and
the unified interface so definitely
take the time to invest to watch.
There's almost 4 hours worth of
content between these chapters,
then we have the full power
points available for you.
On our on our website and the beauty of
those power points is that the power point
when you look at a feature and we show.
You we have an animation so if there's
something interactive and interesting to see.
We have the power point there
with the animation.
That's showing you the exact
feature and capability and helps
you understand that as well.
So, in the chapter one we kind of just
talk about what it is where the business
benefits and value value behind moving
to the unified interface as I said,
I'll dive into that.
In Chapter 2, we going into exploring?
How do you actually get
going with this migration?
What are some of the options for me
to start testing this application?
How do I run this unified interface
in parallel or maybe you've created
when I have an opportunity to create
and start new projects or expansions
to my implementation to do so with
the unified interface in Chapter 3.
We talk about even more details around
the specifics around the transition.
Some of the features and changes and
differences between the experience
is for you to be aware.
And to help you plan a more
successful implementation,
but because of all of this is an
opportunity for you to also regauge
relaunch and an work with your end users
in your business stakeholders again.
There are some opportunities to continue
optimizing your implementation as well.
And there's a full chapter
dedicated to those specific topics.
So let's Fast forward.
Let's get into a few select content
pieces from the unified interface
migration playbook in chapter.
One first of all.
What is unified interface.
It is their new presentation client that we
use across all of our apps in dynamics 365?
If you remember the history of our product
if you've been with us for a few years.
You know, we used to have many
different players and experiences.
So, your configuration
that metadata those views.
Those dashboards informs all
behave slightly different.
They all had a very different set of
features and capabilities between
maybe the mobile application.
What you have on desktop and
maybe what you had and running
in the outlook experience.
Those world running unique different
pieces of code that we're rendering
that metadata that you've configured
and you always have to struggle
with that and then you know,
many companies said, OK,
you know, maybe it will.
Will do mobile later outlook later
because it's just harder to do.
Or maybe we're on desktop but
we're not going to support tablet
with the new experience?
What we've done and this is the modern
version of dynamics 365 that everybody
is running in the cloud right now today.
We're on one version,
so everybody's on latest and greatest
all the time what we have here now
is that we have unified interface.
Unifying all of those players
so you have one technology.
One representation of how we read that
metadata and play it back to users
no matter how they're consuming it
now we kept the web client there because.
We know it's a big migration and
we also had to catch up a lot of
technology here right at this point
we do feel like that technology
within the unified interface is
at new repair it for you to go
ahead and make that migration.
That's why the deprecation announcement
to have you move for your environment?
But if you know this?
That means today,
if you're using mobile or using
our app for outlook.
You already using unified interface so
potentially you actually probably already
done some of the necessary tuning work.
That is needed to migrate your
desktop users to unified interface.
In fact,
even today.
You can go to your system today
and go into app Switcher and switch
to the mobile application is your
rendering it to your mobile users
already use it on the desktop.
So.
With the deprecation one of the
things that's important there stands.
Why do I even care to move to
this interface other than you're
telling me now at this point I
have to write so let's get into.
That first of all it's
optimizing existing investment.
You don't have to rebuild your workflows.
Plugins an all the integrations and things
you've done at the core platform level.
You get to basically up level
your implementation with the new
capabilities in our technology.
So it's important to understand
that it is a new UI similar.
UI were just couldn't push it enough
in anymore and change it and make it
modern so introducing this new UI.
Unified interface it is it is more fresh
more modern for users and they expect
those kind of things in the modern age.
Freddy doesn't do it alone
in business applications.
You have to be more productive than a
lot of the capabilities inside unified
interface allow you to be way more
productive in entering and working
with data because that score of what
your users do with our application.
Because we had a chance to fully rebuild
the UI stack were able to use some
of the most modern web technologies.
With that came a lot of performance
benefits and improvements for us
to be able to deliver for you.
We already took all of our
native applications,
so if you look at your implementation
today and you click on the drop
down for the application Switcher.
You see sales hub customer service hub.
So we already done all of our flagship
out of the box applications and rebuild
them using the unified interface
and those are radio available for
you to start using today extend or
add your other capabilities, too.
And as we said there has made any
investments in the web client at this point,
it is deprecated.
So what are the unique benefits
of the unified interface?
Well,
first of all it's ease of onboarding
to mobile or an app look experiences.
We have a lot of new out of the box control,
so you can change toggles you can
save star rating controls and controls
that you know is pretty itself.
Important now it pretty is good,
but also it allows somebody to
read data better,
so there's better controls that help
your users visualize the data on
those forms a lot quicker by providing
a better UI control for that data.
And also unique and super exciting
is the power app component framework,
not only you've got our auto box
controls you also have the controls
that you can build yourself and
there's a ton of community resources
out there where the community has
embraced this platform in technology
and you'll only be able to realize
the value of that by moving to
unified interface.
If you've seen any of the power apps
demos for the last few years and
you've seen the canvas experience
always ask yourself.
Maybe fear of missing out question.
My like that, you I may be in
A wish I had the freedom and
dynamics to have that capability.
Not only that's something that we're going
to do at platform level moving forward.
You can today go ahead and embed.
The canvas application
experiences into your dynamics,
so if you really need to do some
creative and bespoke looking.
UI you can bring that into dynamics today
and it's only possible in unified interface.
Also, we continue into our investments
in power, BI and adding contextual power.
BI form so for example,
if you're in an account form and
you wanted to have that power BI
report pre filtered by that account.
You can do so now in that new interface.
Obviously,
we talked about all those tasks in
performance in the deficiencies that
that can provide so I want to show
a quick screenshot of if you were
able to get into a unified interface.
Some of the things that you can do
you see some of those new controls
in the star rating it allows you to
see the quality or rating of that
customer really quick if you had
specific visualization needs that you
needed to deliver for your customer
and you wanted to provide quick at
a glance kind of where is my know my
customer and an on boarding process
here you see an example of someone
building a power app component framework.
Basically provide a more rich
visualization of data and I can
immediately at a glance can tell where
I am around my customer and obviously
if I wanted to just get more more
exciting user interface going and power app.
Canvas application experiences
are better fit.
Sometimes I can go in certain
embedded canvas experience here as
you can see on this cried overriding
our Contacts created providing more
rich experience in that interface.
There's a lot,
that you can do with this power app
component framework on the community
has been adopting it blogging
about it at this point,
you're going looking for it.
It's not like you're going to be
trying to figure out where somebody's
got a sample you're going to have
pages and pages of online search
related to power up control framework
and sometimes they shorten it to
PCF but definitely take a look at
that and we have the documentation
for you so a good example of that
when you used to build web resources
and spend a lot of time,
hooking up the experiences in
those web resource to forms powerup
component framework has a lot
of that plumbing built in.
It allows you to reuse those
components with these.
Let's Fast forward really quick to
chapter 2 in that we understood
a little bit about the unified
interface right one of the first
things that you might be wondering?
How do I get started in my environment today?
Now there's a few options.
I'm going to show you one of the options.
Today, which is basically let's take
your existing application and convert
it to unified interface application.
We all got business backlog to
still deal with, and continue so
we can just maybe go and do a full
sweep and converter application?
What if I wanted to stand up a
unified interface app representative
of my experience in my environment.
That will be the fact that you be able
to see the same data with same users
and be able to provide that experience
so let's take a look at that and see if
we can do a quick demo of that experience.
So let's say you're in your
dynamics implementation.
Today this is what it looks like today,
if you haven't made the conversion.
Yet in our unified interface
and you have the navigation.
You might have some custom experiences.
For example,
here I have something specific to portals
and I wanted to take into convert.
This application as is to the new unified
interface So what I'll do here is I'll
go to the new maker experience and by
the way if you're dynamics customer.
You can go to make that power apps and
what's important here is just make sure
you select your dynamics environment,
so I'm going to select
my dynamics environment.
I'm going to go to solutions and
I'm actually going to create that
application in this solution.
The reason why I'm doing that here.
So I'm able to actually take that
and elevate it if I needed to for
my dev environment to my UET if I
wanted to maybe share that with
more users to create a solution.
I'm going to get into this solution.
Go to new.
Model driven application,
so unified interfaces,
which powering all of the model
driven applications in power apps
and that's where you able to do in
power apps in both in dynamic so.
Alright so this is going to give
you 2 at that and you've seen
a selectable publisher.
It's also important for my schema name,
but let's just say we're going
to call it new app and what's
important here in this first step.
I'm going to select using existing
solution to create an application.
I move forward, I'm going to select
the default. A solution here.
Solution here.
And I'm going to create site map and
the one you want to select is Sitemap.
That's the one out of your
default dynamics 365 application.
That's the one that has fully everything
that's configured so in hit done now,
the good news is what this app is going
to do now is going to create a new app
module and it's going to go ahead and
take a copy of your default site map.
So it's safe to mess with in this
new application and you're not
ruining anything that you may be
doing for production workloads.
So now at this point,
I've added everything I had in my sitemap,
I can see and go modify those
changes in my site map.
And I can see that I've got my custom
portal application here or what not.
Now there's a lot more you can do here
we're going to skip ahead and just save.
And published this application.
And we waited to play it.
So now,
what you're going to see is we were
able to take our existing site map
from our default application with
older customizations and at least
the site map navigation that you've
done all your custom entities and all
the things that you've put into that
site map today and be able to play
that in the gnu unified interface.
So I've shown you before now
is played back in,
then unified interface so there's a
little bit of difference in the way
the menu navigate so in the lower left
if I had all those little sections.
I see my portals is here,
and I can go and navigate to that experience.
So that's a really quick demo of being
able to take your application and
now that you have your application.
I can go to my application Switcher and
still go back to my default experience
continue working in delivering
business value to my customers.
I know this is still here.
I'm I need to be able to support
my customers.
But I can continue and start discovering
my new application that I've just
created which is basically a copy
of that site map and I'm seeing
how my dashboards are rendering.
I'm seeing how my views my forms
and all of those are experiences
are rendering to give you that
confidence that your application is
going to be doing the right things.
And start to explore what's possible for
you as you start making this transition.
So we've done here is the reason why
I want you to encourage you this.
I want you to be the champion within
your organization to go and try this out.
See your experience because a lot of this,
you know, and sometimes that leadership
level is that fear of unknown right
kind of old whole new UI stack.
That's coming in dynamics.
What does that mean from being my users?
What does it mean for my implementation
you don't have to wait you can really
quickly just as I've shown you take
your existing Sitemap converted
to a model driven application.
That's running on this new unified interface
and do a number of things right one,
you're going to see that you
know dashboards are still there,
my views are still there everything
is configured.
I can log in with any user and I'm going
to see the data that I expected to see.
and I can even go back and forth
and switching you can even do
a side-by-side experience.
If you're using the windows capability
of Windows left windows right and
really go and prove to somebody
that everything is still here.
Now the things you will continue
discovering and you'll read that
more in our follow on chapters
in the playbook is well.
What do I do moving forward I have?
Maybe some JavaScript that I've
kind of had had sitting around for
awhile that needs the modernization
that maybe been deprecated as well.
You can use the solution Checker and
other capabilities for you to be able to see.
What is available and what I need
to actually do in my implementation
in that front end code you don't
need to update your plugins you
don't need to update your workflows,
they need to update your integrations
your system still works.
But you need to take a look at what
you have customized on a front end
right there's some there's some topics.
For example,
like the classic process dialogues.
Those those are not available in
a unified interface.
But there's a lot of new exciting
capabilities and strategies that you
can use from business process flow.
So some of the popups to maybe some of
the embedded canvas happy experiences
are going to provide some options for you,
even flows some instant flows have an
option of providing input control on them.
So there's a lot of new and
exciting capability.
That's available for you and
then you unified interface.
Will produce that but doing this exercise
an activity of experiencing the application.
Your application and your real environment
being able to for you to kind of take
the first pass become the Champions,
saying Hey.
This is coming.
But this is what it looks like in our
experience and start to experience
and start adding some of those new
capabilities and showing to users if
you take if you done what I did with
the solution that you can take that
solution move it to your QA environment
and maybe share it with your sample
test users and get their feedback
around this at a lot of this and more
is in are covered in our playbook.
Well, what can a timeline for
this look like with just released
over UI tuning and experiences as
part of our 2019 release wave 2.
So you can begin this month to
create that parallel application.
If you find bugs or issues
always report them right?
Don't don't wait say,
Well will we see some issues and
support can help you clarify if the
reason why your custom button on the
ribbon is not showing is that our bug
or is it something that maybe needs to
be corrected and fix the JavaScript.
Please engage in work with support
and helping you get to those
answers quickly and be able to move
forward with your implementation.
I know the UI changes kind of
kind of a big deal for you,
users and your business stakeholders.
So want to work on user acceptance
testing and make sure it looks good
and feels good to your users and
engage in that change management
and training and you really want to
grow that champion community within
your organization and basically have
that opportunity to relaunch your
application and reengage your users
right there might be some users that
kind of reluctantly use your application.
Or maybe don't love it as much
you're going to be able to with this
opportunity to kind of re engage in
potentially get to a point where you
have raving fans of your application.
And champions in their engagement
with your continuing to innovate
and improve your application.
So it's kind of an opportunity to
also do some transformation TLE things
within your program within your organization.
Now we had organizations have done this
work without about 8 week period while
still doing their business backlog.
So it's really going to depend on
your specific level of customization
that you have on the UI that you've
done with your APIs and code.
Another kind of auditions your
vendors have already been known.
This message was coming.
They already been working on older
tooling so if you have an ISV product.
They should be ready for you at this
time to actually be able to consume.
The new unified interface if potentially
they might need to get their solution.
Updated they should already have
that posted on their website or
respective sources of of installation.
So I'm key message here is really start.
Today it doesn't take a lot of time
to get going experience and just
find out what your experience looks
like in this unified interface.
We have the full playbook.
Please do take the investment of the time
to go look at some of those materials.
I've done just maybe a tiny percent
of the content that's available in
those in that material for you if
you like more long form reading.
We have a full white paper on
making a transition
that talks in even more in depth and
all those content so there's no shortage
of content around available for this.
They got specific questions
engaging some forms.
I've got specific issues
and technical problems.
Please engaged Microsoft support in the
fast track booth in the organization,
we're going to have some people
throughout the day available for you as
well to continue asking you questions.
So we'll take just a few questions.
I think we have just a few minutes left.
And then I'll take more
right after the stage.
I don't know where we have the microphone.
Come on out.
Testing. What's happened to learning path?
It was in dynamics, so learning path
is just came back in public preview so
learning path will be available for you
is going to be called custom help paint.
I think it's I think it's just
came back and said public preview.
How can we get access to it or
do you know when it's coming bill
will recommend looking at it out RR
block on that makes 365 blogs that
it should be posted there if not,
it'll be up coming soon.
But yeah, custom help veins is
contextual help with little callouts
and balloons and pops that can show you
users what to use in the application
and we definitely have that coming back.
It's coming back in public preview right now.
Be happy to take more questions after
we get off stage, but I wanted to.
Thank you for your time.
And, please, fill out the survey
and we'll go from there. Thank you.
