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Archive for April 7, 2019

D 365 – How to access Customization’s and Solutions in UCI Only Mode

To know more about ‘Unified Interface Only mode’ refer my previous article

Below are the steps to access environment settings, customization’s and solutions when the ‘Unified Interface Only mode’ turned on.

  • Click on ‘Advanced Settings’ from the ribbon Gear button.

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  • It will open up ‘Settings’ tab in classic web mode.

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  • You can access your solutions and make customizations how you used to do earlier.

Refer the documentation to know more about ‘Unified Interface’.

🙂

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D365 – How to turn On/Off ‘Unified Interface Only mode’

April 7, 2019 1 comment

Today, I subscribed to my new D365 30 days trail and noticed the ‘Sales’ web Application opening up in ‘Unified Interface’ mode rather than in Classic web mode by default.

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When noticed, the URL of the Dynamics landing page (My Apps) has a parameter forceUCI=1

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It seems that Unified Interface ONLY mode has been implied on my new instance.

What is Unified Interface Only mode?

  • As per the documentation, Microsoft product team wants us to adopt to UCI (Unified Client Interface), to provide superior performance and usability.
  • All the new Dynamics 365 for Customer Engagement environments (instances) and Common Data Service environments, will be provisioned in Unified Interface Only mode.

Enable/Disable Unified Interface Only mode:

  • To Enable/Disable Unified Interface Only mode, navigate to ‘Settings’ tab by clicking on ‘Advanced Settings’ from the ribbon Gear button.

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  • Open Settings -> Administration -> System Settings

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  • Select the option under ‘Use the new Unified Interface only (recommended)’ section.

Accessing the legacy web client app:

  • The legacy web client app, also known as Dynamics 365 – custom, is hidden from end users when a new environment is provisioned.
  • It is always visible to those with System Administrator and System Customizer roles, and to other custom roles with similar privileges.
  • To enable the Legacy App to non-admin users,
    • Go to Settings > Administration > System Settings > General tab. Under Show legacy Dynamics 365 – custom app, select Yes for Show this app to all users, not just administrators.
    • In the Power Platform Admin center, go to Environments and select an environment. Go to Settings > Behavior > Interface settings and then turn on Show legacy app to everyone, not just admins.

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  • Note:
    • When ‘Unified Interface Only mode’ is enabled, Dynamics 365 – custom opens in Unified Interface and not in the legacy web client.
    • Legacy app opens only If users only have access to the Dynamics 365 – custom app and no other model-driven apps.

🙂

 

ADX/Dynamics Portals Issue – Missing Entity ‘Tab’ in ‘Web Form Step’

We have ADX portal 7.0 solution installed on our Dynamics 365 8.2 application. We got a requirement to create a Web Form steps on a Custom Entity ‘Employee’.

‘Employee’ entity has an OOB ‘Information’ of ‘Form Type’ Main, with a tab named ‘Personal Details’.

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Issue:

  • While adding a Web Form step, there was no ‘Personal Details’ tab and could get only ‘general’ tab.
  • In the new ‘WEB FORM STEP’, select the ‘Form Name’

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  • In the ‘Tab Name’ drop down, there is no ‘Personal Details’ tab and all it had was ‘general’ tab.

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Reason:

  • As there were 2 OOB forms (i.e., Form Type ‘Main’, ‘Mobile – Express’) with the same name ‘Information’, ADX solution always picking ‘Mobile – Express‘ form which had a tab ‘general’

Fix:

  • Renamed ‘Information’ Main form to ‘Employee’.

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  • Publish the solution
  • Refresh the ‘Web Form Step’ and you should see ‘Personal Details’ tab once you select the ‘Employee’ form.

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🙂

Categories: ADX, Dynamics 365 Tags: , ,