Unified Interface October Update

Perhaps you have read this article: https://blogs.msdn.microsoft.com/crm/2018/10/01/announcing-ui-updates-in-october-for-sitemap-and-command-bar%e2%80%af/#comment-322725
It is promising new and improved unified interface.
Our instances received October update last weekend (we are crm4), nov on version 9.1. However, the new interface has not been enabled.

I have asked Microsoft why is that and it was explained to me, that the new interface is only for the new trials at the moment. If you want to enable it for your existing instances, it requires manual activation by MS people. So if you need, you can try to contact them and get the new update already.

I was also told, that this updated interface will be rolled out to existing customer later as an opt-in feature.

Huge icons for the custom entities in lookups

As we are all getting ready for the new updates, we are using the new unified interface more and more.

I have noticed, that the icons in the lookups are not formatted properly.
Here is what I mean:

I have two custom entities. Both of them have icons in old and new vector format. All sizes are uploaded, but the Unified Interface is somehow misformatting them in the lookups. The picture here is for the regarding field.

In order to fix this, I was advised to try to modify the svg file like this:

The point is to decsrease the default size to 16x16 pixels. Then the formatting is fixed.

I did not notice any side effects in the other areas like sitemap of entity views, so I am sharing this tip with you.

Happy CRM day.

Filter available entities in regarding field

My customer wanted to filter the entities which can be selected in the Regarding field to only few.
Fortunately there is a supported way in the latest version of Dynamics 365. Here is the short tip:

Create a js webresource:

function setregardingcontext(executionContext)

{
var formContext = executionContext.getFormContext();
formContext.getControl('regardingobjectid').setEntityTypes(['opportunity','account']);
}

Then you need to call this function, so in the form, add the library to the form and create an Onload event

Insert the function setregardingcontext and do not forget to tick the checkbox which enables context sending.

I tested it and it work is the classic UI and in the Unified interface as well. It is also supported in the interactive forms, but it does not work in the Dynamics 365 App for Outlook. I will be contacting Microsoft Support regarding this. Keep watching for the update.

Dynamics 365 Auto Capture and Email Engagement Error

Already for some time, we are not able to activate Auto Capture and Email Engagement in our Dynamics 365 instances.

The symptoms are that we do not have neither Auto Capture nor Email Engagement options in the analytical setting area. We only see the the relationship insights.

So I have raised this issue with Microsoft Support. It turns out that it is a global issue and Microsoft is working on the fix.

It is somehow connected with the territory (crm4) and with the licences that we are using Dynamics 365 for Sales Enterprise Edition.

Update: The fix has been deployed to our environments. So I hope to yours as well.

Another feature available in Unified interface

As mentioned in my previous post: https://www.microsoftcrmblog.com/2018/09/unified-interface-significantly-improved.html
Microsoft is pushing the unified interface to the production and in near future it will be the only UI which will be used.
You may have noticed that all individual users have now the possibility to update their settings. Microsoft replaced the UCI settings dialog with the traditional old UI setting dialog.
I am afraid, that in the end the new UCI interface will a be a mix of new and old interface and may be even of the old 2011 interface (which is still being used in some areas of Dynamics 365 such as goals).

What is your opinion about this direction? Are you happy with how the UCI is behaving?

Michal