What’s new in Dynamics 365 v9.0 – Part-1 User Experience enhancements

Microsoft has recently announced the release of Dynamics 365 v9.0. This blog focusses on the new enhancements to Dynamics 365 (D365) Customer Engagement applications including – Sales / Customer Service / Field Service / Project Service Automation.  This is a major release from Microsoft and also it was much awaited. I had the opportunity to be part of the preview program and got to test out some of the new functionalities and enhancements.

The Part-1 of this blog is on enhancements to the User Experience.

New form design for v9.0

       D365 v9 has vastly improved user experience with a new form design, tabs and consistent spacing. One of the pet peeve of many clients was the amount of white space on forms. This version aims to reduce / eliminates the white space as shown above and detailed below.

a.      The forms are now divided into containers for content display. There is a border along each container

b.      The spacing of sections and fields is standardized and the fonts on the form are standardized

c.      There are horizontal tabs and buttons, making it easier for a touch enabled experience

d.      The empty sections have a default message for the user

e.      The colors of the sub-grid can be customized (example - Recent Cases). 

Add color to Sub-grid on a form

f.   There is a new system wide setting for text wrap that Admin can enable or disable.

Text wrapping feature

g.    There are now 3 standard themes to select from – Customization > Themes

New themes

h.      Search – Advanced find now has the “Does not equal” operator. For example - I want to find all contacts which are not in the State of NY.

"Not-In" operator

Let me know your feedback on the new user experience enhancement. In my next part of this blog, I will write about the other enhancements in v9. Thanks for reading.

Mihir Shah