Tag Archives: Design

Platform 20 Brings Significant UI Changes to Dynamics 365 Finance and Operations

Platform 20 was recently released and includes a number of noticeable changes to the User Interface; this article will highlight some of the significant changes. Overall, these changes are a welcome incremental improvement to some common usability issues.

Workspaces

Workspaces on the Default Dashboard are set apart from the background, making it more obvious they are buttons.

Old Button
2018-09-24_11-45-46.png

New Button
2018-09-24_11-46-12.png

Font Changes

Header fonts are bolder and use a heavier font than before.

Old Fonts
2018-09-24_11-53-42.png

New Fonts
2018-09-24_11-53-01.png

Ribbon Bar Color

Ribbon bar is now a more neutral color to better indicate the buttons are related to the form below.

Old Coloring
2018-09-24_12-01-01.png

New Coloring
2018-09-24_12-01-40.png

Fact Boxes

Opening the Fact Boxes went from an impossible to discover button to a “Related information” slide-out.

Old Button
2018-09-24_12-06-01.png

New Slide-out
2018-09-24_12-06-42.png

Filter Drop-down

The grid filter drop-down and filter pane have been reorganized and enhanced.

Old Drop-down
2018-09-24_12-10-46.png

New Drop-down and Filter pane
2018-09-24_12-08-45.png

2018-09-24_12-22-56.png

Filter Slide-out Blends into Form

The filter slide out has new fonts, coloring that better blends into the form, and more obvious link indicators.

Old Filter Slide-out
2018-09-24_12-32-17.png

New Filter Slide-out
2018-09-24_12-31-33.png

Edit Icon When Form in Read-only Mode

There’s now an edit icon on each field when a form is in read-only mode. This makes it more obvious for users to switch the form into edit mode.

2018-09-24_12-14-33.png

Subtle Field Outlines in Read-only Mode

Field boxes in detail forms are more subtle when in Read-only mode. Edit mode is similar to the prior design.

2018-09-24_12-17-14.png

The Perfect Email Signature

Recently email signatures have caught my eye; most signatures are too long, ugly, and extraneously verbose.

To create the perfect signature:

  1. Create the signature text on one line with multiple sections. Use a bold, lowercase, one-letter descriptor for each section and a vertical bar separator between sections. For example, “Joel Leichty | t @joelleichty | …”.
  2. Use a smaller font size than your normal email text – nine or ten is good.
  3. After creating the text, modify the signature using an HTML editor.
  4. In the HTML editor, add the “<hr>” tag before the signature line, which will insert a scalable horizontal line.
  5. Also in the HTML editor, insert the non-breaking space character between the one-letter descriptor and the text. Instead of a space, use the character code “&nbsp;”. For example, “<b>n</b>&nbsp;Joel&nbsp;Leichty&nbsp;| “. Adding this special character keeps the signature organized when displayed on different screen sizes.

Do you have an even more perfect email signature? Let me know in the comments.


Joel Leichty | joelleichty@gmail.com | @joelleichty | p 574.555.1212

P.S. That’s not my real phone number.