Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365

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In the Dynamics 365 Unified Interface, certain pieces of functionality are currently not available that exist in the legacy web client. These include (at the time of writing):

  • Advanced Find
  • Bulk Delete
  • Merge Records
  • Record Sharing
  • Set Personal Options

For example, in the web client, we can see the Advanced Find icon:

Which opens Advanced Find:

If we open Customer Service Hub, which uses the Unified Interface, we do not see the Advanced Find icon:

In order to enable this, go to Settings->Administration->System Settings:

In the General tab, scroll down to find Enable embedding of certain legacy dialogs in Unified Interface browser client:

Set this to Yes.

Now refresh your unified interface app. You will see the Advanced Find icon:

For more information on the latest hybrid experience, visit https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-hybrid-experience.

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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