The unified interface is the new interface Microsoft introduced with version 9 of Customer Engagement. The interface provides a consistent uniform experience to users and provides optimal viewing on any screen size or device. Whether you are on a browser, tablet or phone, you will be have similar experiences. Most of the core functionalities of sales and customer service have moved to the Unified Interface client, and the new versions of Field Service and PSA applications have been moved to the Unified Interface. They cannot be accessed through the classic interface anymore.


12:20 - 13:10


D365 Southern IN - OH - KY, USA


Dian Taylor

Dian Taylor specializes in customer relationship management (CRM) technology and process at RSM in West Palm Beach, Florida. In this role as a CRM Presales Consultant, she designs custom CRM demonstrations for RSM prospects. Her prior experience in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions.

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