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As you may aware that in Microsoft Dynamics 365 for Marketing have a capability to create number of different template according to the business requirements.

Let’s see in action:

Each time you create a new email message, customer journey, marketing page, or marketing form, you start by choosing a template. Dynamics 365 includes sample templates to get you started, but you’ll probably want to build your own to match your organization’s requirements and graphical identity. Creating a template is nearly the same as when you create an actual message, page, journey, or form. ​
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In Navigation bar Marketing > Templates and then choose an entity you want to create a template for. ​

Select and Email Template Window

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Here are some notes and best practices to consider when working with templates:​

Content templates often establish a standard visual identity and branding for your communications. Design content templates in collaboration with your branding team and reserve content areas for the marketer to enter content for each specific marketing activity.​

For customer journey templates, set up the basic pipeline and include descriptive names for each tile.  You’ll leave many of the other tile settings unspecified.​

Customer journey templates can include default segments and suppression lists. For repetitive and similar marketing flows (like newsletters or product introductions), templates help maintain consistency across organizations​.

Templates remain in Dynamics 365, so you don’t need to go live with them.​

Additionally, Activity Template option is an available option in Dynamics 365 for Marketing. An activity template is used when creating an activity. The template defines which type of activity it is, who it should be assigned to, and other details. You can choose an existing template or create a new one from here, but you can only assign or create templates that have the same Activity Type as the tile.
Only active Activity Templates will be available in the lookup.​

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

Today i am going to share my view on Unified Interface and how to enable the hybrid unified interface.

As Dynamics 365 Community know about the new Unified Interface in Dynamics 365 from version 8.2 on wards.

Unified Interface is the new way of client interface that is designed to provide a consistent experience across devices like mobile, tablets and on web of any screen size or device.

Unified Interface with Dynamics 365  core functionalities of sales and customer service have moved to the Unified interface client.

Dashboard and charts:
We can access all the system and user dashboards from within your unified interface apps.
The interactive dashboards are available for all entities in dynamics 365.

Enhanced user experiences:
Timeline control – The timeline view helps you collaborate with your team by tracking customer communication in a record on a single page in an easy to read view. You can see everything from posts and voice attachments, to emails and notes. It provides a quick way to see the entire communication thread.

Business process enhancement – The business process flow has been improved by the docking mechanism. You can dock the business process stage on your screen to help you stay focused on the task at hand in your business process flow. This is especially useful when the stage of the process has complex steps to complete.

Reference panel – Use the reference panel for apps built on Unified Interface like Dynamics 365 for Customer Service. The reference panel is a great way to get work done without clicking away from the screen you are on. You can look up other things like knowledge base articles within the context of the record you are viewing.

Navigation – The new menu options let you swiftly navigate the different apps in the system. It provides quick access to recently viewed records and pinned favorites.

Reflow – The app also scales by reflowing the components on the screen. The responsive design adapts to your environment based on screen size, so the more available space that you have the more information can be displayed.

Focused experience with mobile driven apps.

Rich controls – Is a Metadata driven experiences, all controls are built o n the control framework that is extensible and provides a uniform experience across clients. The app display reflows to the viewport size the user is working.

Enable the hybrid experience:

Some features are not enabled in Unified Interface but can be enabled for display as legacy dialogs in UI through hybrid experience.

> Advanced Find
> Bulk edit
> Merge records
> Record sharing

These can be enabled through setting in the System settings:
Go to Settings > Administration > System Settings.
> Select the General tab.
> Set Enable embedding of certain legacy dialogs in Unified Interface

After enable the hybrid experience command will appear in Unified Interface command bar.

We can select to share account with another user or team

If you disable the hybrid experience then you will not see the commands on the command bar.

I hope this helps:

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk