How to Determine When Your Dynamics CRM Environment will Transition to the New User Interface

Published February 3 2020 by Chris Weilandt
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As most are already aware, Microsoft announced that a new User Interface is on the way. This interface is said to be faster, is the same interface used for mobile devices, and constitutes a significant improvement in the background technology, ultimately meant to better experiences available for users.

Microsoft has advised of and maintained that eventually the classic interface would be deprecated. With that said, the important thing to note here is that although the messaging has stated that everyone will transition by October 1, 2020, many users are scheduled to transition well before then. This transition may come as a bit of a surprise to many who are unware of when they will make the switch.

Thankfully there is a Microsoft site that provides the dates that your CRM tenants (a.k.a. environments) will be transitioned to the new user interface. As you will see from the 3rd screenshot below, the current status is “Schedule proposed, not approved” and if a user doesn’t approve, then they won’t transition yet, but this gives folks the ability to control the transition date they want.

Here are the instructions to check your transition date:
  1. Go to and login.
  2. Click the light blue ‘My Environments’ link to get to your environments.

    Dynamics CRM new User Interface transition

  3. Here you can see the target date and current status for your transition.

    Dynamics CRM new User Interface transition

  4. When you click into an environment using the link in the ‘Friendly Name’, you are brought to this page to approve the transition date or to change it.

    Dynamics CRM new User Interface transition

Where should you go next with CE? When you’re caught up in the day-to-day, it can be nearly impossible to keep up with the ongoing updates to Dynamics 365 Customer Engagement (CE) – much less know which of the updates apply to your business goals. It would be beneficial to have a roadmap that guides you on what updates to take full advantage of from Microsoft, right? Click the link below to learn about Alithya’s CE Roadmap that gives you all the clarity and peace of mind needed when it comes to updates for your organization.

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Chris Weilandt is a Senior Solution Architect at Edgewater Fullscope. He has 9+ years of Dynamics 365 (CRM) consulting experience and has been working with Microsoft Gold Partners since Dynamics CRM version 4.0. Completing over 80 Fullscope CRM implementations, Chris has experience across various industries with emphasis on Manufacturing and Finance.

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