As we can see in the above screenshot when we open an email from Sales Hub it doesn’t search for Queue record in TO or FROM fields and the same way if we open an email from Customer Service Hub it won’t search  Lead record.

As we know in Legacy Web client there was no setting available to include or exclude them except Javascript so it took us some time to accept there might be some configuration or setting we might be missing. and with some research, my college provided the information providing below community query and it was helpful. thanks to Clofly Mao

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/361316/how-to-enable-the-email-from-field-to-include-queues-as-a-selection

So we can follow the below steps to add or remove entities from Model-Driven apps to show or hide them from Email entity but remember these are not only limited to Emails, if you remove any entity it will be removed from whole model-driven app.

1. Go to
   https://dvmske.crm8.dynamics.com/main.aspx?forceUCI=0&pagetype=apps
   and open app designer or best practice is to create a solution add your model-driven app to it and then edit the same.

   

2. Click on Entities which will open up a list of entities checked means added to the app

   

3.  Search for the entity missing

   

4. Check the entity and then scroll from Entity View to add forms or view to be available on the hub

   

5. Save and Publish

Same Way we can add lead fro the Customer Service hub and now Both entities will be visible in TO fields of the email.

• Navigate to https://admin.powerplatform.microsoft.com/environments
• Create a new Environment and Select Trail (subscription Based) as type
• Create Database will be default checked

• Select Dynamics apps

• once done, you will find, customer engagement plain subscription in the admin. Microsoft.com

We were preparing for the transition like doing validation of web resource forms etc but to be more confident we included Microsoft support and requested for Fast Track services.

What is Fast Track ?

FastTrack helps customers deploy Microsoft cloud solutions. Customers with eligible subscriptions to Microsoft 365, Azure, or Dynamics 365 can use FastTrack at no additional cost for the life of their subscription.

With Fast Track Service and Support, Microsoft Imported Upgrade Examiner , we will see the benefits of the same below

Although in our previous post we are doing Validation Entity wise considering all component to be tested, But this solution is also helpful

• It performs Validation on the list of component and provides suggestion and example what component needs attention

• If we Go through Entity Data and clicks Libraries, it gives us a list of Web resource with no of Remediation found

• and the coolest part is when we open any of the javascript it gives us the control to compare OLD CODE and NEW CODE (Suggested)

• In some cases, we can directly copy and past New code to the library but suggested to verify 1st.

SVG – Scalable Vector Graphics is most suitable for the Responsive page as it can be scaled high and keeping almost same Quality and that is the Reason these images suit the New UCI Responsive page. 

Below are some advantage for Using SVG

• SVG images can be created and edited with any text editor
• SVG images can be searched, indexed, scripted, and compressed
• SVG images are scalable
• SVG images can be printed with high quality at any resolution
• SVG images are zoomable
• SVG graphics do NOT lose any quality if they are zoomed or resized
• SVG is an open standard
• SVG files are pure XML

What are the changes we need to do

1. No change required for OOB system buttons when Transition happens it automatic updates
2. For Custom Button and Icon we need to Add SVG image in MorderImage Property from Ribbon workBench and we can keep Image 16 and image 32 if you want but it recommended we change them too.

So now we have 3 Properties control

1. Image 16 for 16*16 png or jpg image and used in classic Legacy WebClient
2. Image 32 for 32*32 png or jpg image and used in Classic Legacy WebClient
3. ModernImage SVG format independent of Resolution used in New UCI

Below are the steps to add SVG image in Modern Image

1. Create a New Web Resource with type as Vector Format (SVG) and Upload image

   

2. Now Open Ribbon WorkBench, If not installed install it from here
3. If button properties are disabled. right-click a select Customise button

   

4. Publish the Ribbon and we can now see the correct image in our Button at UCI.

• If your button not working most probably you are using RibbonAction or Ribbon Workflow , you might have used Ribbon Workbench to enable Command where using RibbonAction.js onto your ribbon button.

• so bad news is it has been Deprecated, below is the link from ribbon workbench Blog , you can go through it to remove it from Button

https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code

• We can use JS to execute the Workflow or Action

• or I would recommend following this post:

• Execute Microsoft Power Automate from Ribbon using JavaScript – On-demand  Power automate flow using Javascript

So receiving from layout issue by system user will be common while transitioning to New UCI especially if we have lots of information on our old legacy form to make it more interactive for the system users

• Above image, we can see if we open New UCI of our dev in Ipad both have different section view on the screen (note these are not divided into tabs, we are taking example of the section itself, if we see new UCI of above record it will show us 2 columns instead)

• So the Unified Client interface uses responsive web design to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
• But it better to test it from development and validation perspective before handing it over for UAT and we can do the Responsive testing in our web browser itself, chrome, firefox, etc

• GO to the page which needs to be validated -> Press F12 to enter the dev tool and once inside devtool , you can see device button on very left top corner (chrome)

• There we can choose between different Devices or resolution to see how the page is rendered

We fully understand why removing composite is done and frankly don’t like composite field much,

so we informed system user that this is going to be permanent for now and the reason,that to make our new UCI more responsive this might be essential step like if we want to access the environment from a smaller screen, pop from the composite field would not fit in a responsive manner and it was this easy to explain to them until we ended up creating a field to populate split value into a read-only field

1 thing to remember there might be early transition mentioned for your environment but until it is approved nothing will happen unless we reach forced scheduled date

• Navigating to URL: https://runone.powerappsportals.com

• Navigating to Environment, We will see all our organization with scheduled transition date and status

• Clicking on Friendly name and selecting Reschedule Option on top, Don’t approve early until ready

and once ready with the Validation and customization, go ahead and Approve – Check the post where we have to share our experience on step by step transition process