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Dynamics 365 Unified Interface limitations

This article describes missing functionalities of our add-ons in comparison to the Dynamics 365 default UI with the new Unified Interface. In the new UI, styling and functionality have changed. Due to this fact is it possible that our functions behave differently as well. Such changes are not part of this list.

We are working to fix these non-functional points, as far as the new Unified Interface allows it from the technical point of view.

This list takes the newest available version as reference. 

ActivityTools

  • “Close Activity” button is not available.
  • “Full Screen” feature is not available.
  • “Advanced Email Editor” is not available.
  • Resolving unrelated email addresses do not work.
  • Add to “Social Pane” is not possible.
  • AT custom email signature and change-sender-functionality in emails do not work. General information: Dynamics365 does not support email signature in new UI at the moment.

AttachmentExtractor (will be released shortly)

  • No known issues

DocumentsCorePack Server based

  • “Create Document” button: It is not possible to start the process for all records of the “Current view” in case of a grid with more than one pages.

DocumentsCorePack Client based

  • “Export to Word” fly-out-button for direct template selection is not available (only the default button).
  • “Export to Word” button: It is not possible to start the process for all records of the “Current view” in case of a grid with more than one pages.
  • The Client opens all records in the default UI (does not consider appId) - E.g. new email of “CreateCRMActivity” function.

GroupCalendar (will be released shortly)

  • Opens new and existing records in default UI (does not consider appId).

PowerSearch

  • Open found records in Dynamics 365 grid functionality is not available.
  • Global button to launch PowerSearch is not available.
  • Web Configuration opens the “MSCRM-ADDONS.com PowerSearch Config” records in the default UI (MSCRM-ADDONS.com PowerSearch Config records do not work).

SmartBar (will be released shortly)

  • On navigation to related records (subgrid) the defined view is not selected automatically -> The grid shows a default view.
  • Only those SmartBar buttons work which have the corresponding relationship (navigation entry) on the current Dynamics 365 form.
  • Displaying the number of related records directly in the Dynamics 365 menu is not available.
  • “Scroll to” buttons do not work.
  • Custom JavaScript buttons will behave differently.
  • Opens area configuration (via settings icon) in default UI (does not consider appId).

 

TelephoneIntegration

  • “Call Number” fly-out-button for direct number selection is not available (only the default button).
  • Extended Click2Dial functionality limitation: At least one phone field has to be placed in the first form-section.
  • “Create Dialing List” button to create power dialing lists does not work.
  • After “Call Number” click: TI Client opens records in default UI or in defined  App (settings), but it does not use the App from which the process was started.

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com. 




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