How does the Classic View differ from the Modern View in Microsoft Dynamics 365 CRM

Microsoft Dynamics CRM, now known as Microsoft Dynamics 365, is a powerful customer relationship management platform used by businesses worldwide. It offers users two distinct user interfaces: the “Classic View” and the “Modern View.” These views cater to different user preferences and needs. In this article, we’ll delve into the differences between the Classic View and Modern View in MS CRM to help users make informed choices about which interface suits them best.

1. User Interface Design:
   
   • Classic View: The Classic View follows a more traditional design with a tab-based layout. It offers a familiar interface with a top menu bar and a left-side navigation pane.
     
     
   • Modern View: The Modern View, in contrast, sports a streamlined and contemporary design. It prioritizes a clean and responsive layout that adapts to various screen sizes. Navigation often revolves around the Dynamics 365 home dashboard and the app launcher.
     
2. Navigation:
   
   • Classic View: In the Classic View, users primarily navigate through the top menu bar and the left-side navigation pane. Accessing various modules and features is done by clicking on the respective tabs and links.
     
     
   • Modern View: The Modern View centralizes navigation around the home dashboard. Users can also access various apps and features through the app launcher, providing a more intuitive and user-friendly way to move around the system.
     
     

1. Customization:
   
   • Classic View: While the Classic View provides customization options, they may be somewhat limited compared to the Modern View. Customization in this view may involve more traditional approaches, and flexibility can vary depending on the version.
     
     
   • Modern View: The Modern View offers advanced customization options. Users can tailor their workspace more effectively, and it often integrates seamlessly with other Microsoft 365 apps, providing a holistic and interconnected user experience.
     
2. Integration:
   
   • Classic View: Integration with other Microsoft tools and services may be available, but it might require additional configurations. The level of integration can be limited compared to the Modern View.
     
     
   • Modern View: The Modern View typically offers better integration with the wider Microsoft 365 ecosystem. Users can enjoy a smoother experience when using tools like Outlook, SharePoint, or Teams alongside Dynamics 365.
     
3. Flexibility and Future-Readiness:
   
   • Classic View: Classic View may suit users who prefer a more established interface and are used to the traditional CRM layout. However, it might be less future-proof as Microsoft tends to focus development efforts on the Modern View.
     
     
   • Modern View: The Modern View is designed to be more agile, accommodating new features and updates seamlessly. It’s an ideal choice for users who want to stay at the forefront of CRM technology.
     

Switch between the views:

switching between the Classic View and Modern View can be done based on the version of Dynamics 365 you’re using. Here’s how you can switch between the views:

1. Switching in Dynamics 365 Classic Interface:

If your organization is still using the Classic Interface, switching to the Modern Interface can often be done by enabling the “Unified Interface.” Here’s how:

• Log in to Dynamics 365 using your credentials.
• In the top-right corner, click on the gear icon to access “Settings.”
• Under the “General” section, click on “Administration.”
• In the “System Settings” window, go to the “General” tab.
• Look for an option called “Use the new Unified Interface only (recommended).” Check this option.
• Click “OK” or “Save” to apply the changes.
• You may need to log out and log back in for the changes to take effect.
  

2. Switching in Dynamics 365 Modern Interface:

If your organization is already using the Modern Interface (Unified Interface), and you want to switch back to the Classic Interface (Web Client), you can do so by following these steps:

• Log in to Dynamics 365 using your credentials.
• In the top-right corner, click on the user icon or your profile picture.
• From the drop-down menu, select “Switch to classic experience.”

Please note that the availability and process for switching between views may vary depending on your organization’s Dynamics 365 configuration and version. It’s also essential to consider the long-term goals and compatibility of your CRM setup when deciding which interface to use.

Before making any changes, it’s a good practice to consult with your organization’s Dynamics 365 administrator or IT department to ensure a smooth transition and to verify that switching between views won’t impact any critical business processes or customizations.

In summary, the choice between the Classic View and Modern View in Microsoft Dynamics 365 CRM ultimately depends on your preferences and specific business needs. The Classic View offers familiarity and may be suitable for those comfortable with the traditional interface. In contrast, the Modern View provides a contemporary, integrated, and customizable experience that aligns with Microsoft’s vision for the future of CRM. As the platform evolves, it’s important to assess your CRM requirements and select the view that best serves your organization’s goals.