Unified Interface. Neil Parkhurst. Senior Dynamics 365 Consultant

Transcription

1 Unified Interface Neil Parkhurst Senior Dynamics 365 Consultant

2 Content Disclaimer All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 2

3 We are a professional services firm 100% focused on Microsoft Dynamics 365.

4 Meet Your Panelist Your Presenter Neil Parkhurst, MVP Senior Dynamics 365 Consultant PowerObjects UK +44 (0)

5 CRM for Microsoft Dynamics 365 WEBINAR SERIES What s New for CRM July 25, 9am - 9:30am CST What s New for the End User What s New for the Admin & Customizer Mobile Experience Lead Gen & Sales Navigator (Sales & Talent) Organization & Relationship Management Unified Client Interface Business Edition Customer Insights July 27, 9am - 9:30am CST August 1, 9am - 9:30am CST August 3, 9am - 9:30am CST August 8, 9am - 9:30am CST August 10, 9am - 9:30am CST August 15, 9am - 9:30am CST August 17, 9am - 9:30am CST August 22, 9am - 9:30am CST

6 Agenda Unified Interface Refreshed Web Client Customer Service Hub

7 Unified Interface All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 7

8 Unified Interface What is the Unified Interface? o A new interface not just an update! o Common across all platforms - Form factor adaptive o Built with accessibility in mind

9 Unified Interface Benefits o Responsive o Reusable o Faster development o Deploy once o Train once o Accessible

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14 Unified Interface Where can I find it? o Business Edition full web client o Mobile and tablet o Customer Service Hub o NOT Enterprise Edition full web client, yet!

15 Web Client Refresh All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 15

16 Existing Web client - Issues Too much white space 2.Long text labels 3. Header text cut 4. Non-intuitive input control Other UX Gaps 5. Missing tab hierarchy 6. Non-intuitive tabs 7. Inconsistent spacing 8. Inconsistent fonts 7.

17 Uniform styling Text wrapping Font standardization White space reduction Content and information based on pre-release Dynamics 365 Software

18 Old and New - Forms Content and information based on pre-release Dynamics 365 Software

19 Old and New - Grids Content and information based on pre-release Dynamics 365 Software

20 Old and New - Dashboards Content and information based on pre-release Dynamics 365 Software

21 Customer Service Hub All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 21

22 Customer Service Hub (CSH) app replaces Interactive Service Hub (ISH) Customer Service Hub App Functional parity with ISH (almost) No wait time for metadata download Near-seamless upgrade from ISH Unified Interface CSH is based on Unified Interface All UI benefits such as accessibility and multi-platform support also apply!

23 Content and information based on pre-release Dynamics 365 Software

24 Content and information based on pre-release Dynamics 365 Software

25 What about ISH specific features? Interactive Experience Dashboards Web Client Dashboards Content and information based on pre-release Dynamics 365 Software

26 New Customer Service Hub features Business Process flows Completed Find Customer * A.Datum Corporation Find Contact * Rene Valdes Timeline

27 New Customer Service Hub features Activity Knowledge Articles Content and information based on pre-release Dynamics 365 Software

28 Parity with ISH? Complete Parity by next update Unified Service Desk Content and information based on pre-release Dynamics 365 Software

29 Seamless Upgrade from ISH? Upgrade Support Post-Upgrade Manual Steps

30 Key Takeaways Unified Interface Web Client Refresh Not just a new web client! Cross platform interface Available on BE, Mobile & CSH Not Enterprise web client, yet Available for Enterprise web client Fixes many current UI issues Customer Service Hub Replaces ISH Uses Unified Interface Almost seamless upgrade 30

31 NEW Fall Course offerings for Dynamics 365 Citizen Developer Class September Minneapolis Developer: Environment Fall Dates Minneapolis Visit: powerobjects.com/dynamics-crm-events Promo Code: DynamicsInJuly for 15% off* *Expires August 31, 2017 Developer: Extending Fall Dates Minneapolis 31

32 Questions?

33 THANK YOU! What s New for CRM What s New for the End User What s New for the Admin & Customizer Mobile Experience Lead Gen & Sales Navigator (Sales & Talent) Organization & Relationship Management Unified Client Interface Business Edition Customer Insights July 25, 9am - 9:30am CST July 27, 9am - 9:30am CST August 1, 9am - 9:30am CST August 3, 9am - 9:30am CST August 8, 9am - 9:30am CST August 10, 9am - 9:30am CST August 15, 9am - 9:30am CST August 17, 9am - 9:30am CST August 22, 9am - 9:30am CST

34 Meet Your Panelist Your Presenter Neil Parkhurst, MVP Senior Dynamics 365 Consultant PowerObjects UK +44 (0)