Navigation and views have gone through a transformation in the new Unified Interface. The
navigation to work areas has moved from tiles on a horizontal bar across the top of the screen to a
new navigation panel on the left-hand side of the screen.
Accessing the UX 365 App
To access UX, you must first sign in to Microsoft Dynamics® 365 with your Microsoft user account
credentials.
Once you sign in, open the Dynamics 365 App Selector by clicking the icon to the right of
Alliance by Protech. To access UX, select UX 365 Hub from the App Selector, as shown below.
Navigation Basics in the Unified Client Interface
This section describes the basics of the user interface to navigate within Microsoft Dynamics 365
and UX 365 in the unified client interface.
There are some core concepts to understand about navigating Dynamics 365. Here are the basic
concepts covered in white paper:
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Command Bar
Navigation Pane
Tool Bar
Views
Charts
Record Navigation to Related Entities
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