Access Customizations and Solutions in UCI Mode

Nowadays, Unified Interface (UCI) is a default view in Dynamics CRM. So, every time to reach Customization’s and Solutions is very Irritative. 

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

I. Click on Setting Icon at the top right side and then click on to ‘Advanced Settings’ from the ribbon.

II. It will open the ‘Settings’ tab in classic web mode.

III. Now we can access the solutions and make customizations accordingly.

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Dynamics 365 CRM UNIFIED CLIENT INTERFACE (UCI) and Classic Web Interface

In this blog, we will discuss some points are that are related to Dynamics 365 CRM web Interface. Points are as follows:-

1. Set Default View as Classic or Unified Client Interface (UCI).

2. Change the Interface on an immediate basis, using URL.

3. Check that, is Unified Client Interface or Classic Interface Using JavaScript?

1. Set Default View as Classic or Unified Client Interface(UCI):- 

                   

          We can set Unified Client Interface or Classic interface as by default. There are some steps to be followed:-

A. Open Settings in the main navigation and then click on Administration and now click on to System Settings.

Settings => Administration =>System Settings

B. Now we can see the option Use the new Unified Interface only (recommended)  inside General Tab.

C. Select Yes for Unified Interface or no for Classic View.

2.  Change the Interface on an immediate basis, using URL:-

Nowadays while opening new Dynamics Instance it shows UCI as defaults if you notice the URL then it will look like

https://CRMOrgName.Region.dynamics.com/main.aspx?forceUCI=1&pagetype=apps

So here if we use forceClassic=1 instead of forceUCI=1, then it will open Classic View.

https://CRMOrgName.Region.dynamics.com/main.aspx?forceClassic=1

  

3.  Check that, is Unified Client Interface or Classic Interface Using JavaScript?:-

Sometimes we need to check the Current Interface in our code. So we can use Xrm.Internal.isUci().

With the help of Xrm.Internal.isUci() it will return true or false value e.g. if it is UCI then it will return true, otherwise, for Classic View it will return a false value.

Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!

Configure Dynamics 365 AI for Sales

Dynamics 365 AI for Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. It applies to Dynamics 365 for Customer Engagement version 9.1.0.

In this article we will discuss that how can we configure Dynamics 365 AI for Sales inside Dynamics CRM.

Let’s setup Dynamics 365 AI for Sales.

1.   First open the Admin Center of dynamics 365 Using Url https://admin.microsoft.com/Adminportal/Home#/homepage

2.  Now click on Admin Center and then click on Dynamics 365.

3.  A new tab will open. select the Applications tab.

4.  Select Dynamics 365 AI for Sales.

5.  And now click on Manage.

6.  Select Consent on behalf of your organisation Check box and Click on Accept.

7.  Select the required Dynamics CRM Organisation and Click on I have read and accept the Online Service Terms.

8.  Click on Continue.

9.  Solutions related to Dynamics 365 AI for sales will be installed in CRM and Status of the Installation can be seen.

10.  Once solutions installed in CRM successfully, can see the below success message. Click on Go to Configuration.

11.  Installed solutions related to Dynamics CRM AI can be seen under CRM Solutions.

12.   AI setup configuration page will be opened in CRM. Click on I accept.

13.   We can Enable/ Disable or Reconfigure the required features.

Enable and configure Dynamics 365 AI for Sales capabilities for sellers

 
https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-enable-dynamics-365-ai-sales
Overview of Dynamics 365 AI for Sales
https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview
Dynamics 365 AI for Sales Help & Training
https://docs.microsoft.com/en-us/dynamics365/ai/sales/help-hub