MICROSOFT DYNAMICS 365 LOGO UPDATE
Once complete the theme can be previewed before it is published to all CRM users.ĭynamics CRM 2015 Update 1 is now available for CRM Online users - on-premise customers will be able to utilise themes and the other Update 1 enhancements including improved user navigation when Microsoft releases its next major upgrade is Quarter 4 2015.Īs one of the UK's top rated Microsoft Gold partners Preact will help you leverage maximum value from Dynamics CRM. Here's an example of a complete custom CRM theme record: The same effect would appear when hovering over a field in the process control or in the CRM record header. Using the example of a pale yellow control shade and a grey control border this is shown on the case title field: These two settings determine the action when a user hovers over a CRM record control field.
In the same way as above the colour choice for custom CRM entities can also be set to appear in a different colour compared to the default of green. This updates the colours that appear in the drop down menu for dashboards and standard entities including goals, marketing lists, orders and queues. Icons for CRM standard entities default to blue but this can be changed to reflect any colour of your choosing. In this example we've replaced the default blue with purple.
MICROSOFT DYNAMICS 365 LOGO CODE
This includes the record links in a CRM list view and each link that appears on a CRM form.įor example, setting global links to a royal blue colour (HEX Code #0033CC) will change the links that appear on a contact form as follows:Ĭhanging the Selected Link colour will set the colour that appears when individual and multiple CRM records are selected in a list view.įollowing on from the above, this setting controls the colour that appears when users hover over items in the CRM menu, ribbon and in list views.Īmending the process control changes the primary colour on any record that uses the process control including cases, leads and opportunities. One of the most important settings defines the colour of each link that appears in CRM. Here's a shot of a custom CRM theme that features a new logo, updated navigation bar background and yellow bar shelf shading.Ĭhanging the header colour will impact several areas.įirstly, it appears at the top of the navigation text in the main CRM drop down menus.Ĭhanging the header colour also applies this to CRM form record tabs The shelf that appears under the main CRM control menu can be replaced to a new colour of our choosing. That means text will remain white so although the background default could be replaced with a light colour this won't work well for users as they'd be unable to easily see the menu text. In this release CRM will only let an administrator change the background colour of the nav bar, not the font colour. The HEX code for the navigation bar background I'm using is #801515 which can be added to the theme record. By using this you can assess new colours for your CRM theme and copy the relevant HEX codes. Theme colours are defined using a hexadecimal code but the current CRM release doesn't include a colour picker so unless you're a coding whizz an external HTML colour selector will be an essential resource. To complete this, upload the relevant image file then save and publish.Ĭhanging the logo doesn't affect the CRM action so clicking this area in the nav bar will continue to return a user to their customised home page.Įnter text in this field to set the alt text for the new logo, this will also appear when the user hovers over it in a web browser.Ĭhanging the navigation bar colour will replace the navy default: The recommended dimensions for uploading a new image logo is 400px width x 50px height. With limited space in the CRM nav bar image size is an important consideration. png formats to replace the default Microsoft Dynamics logo. The default theme record is set to read only but administrators can create a new theme record to replace it.Īs with any CRM process custom themes should be carefully planned and tested to avoid presenting users with a garish interface.Įach CRM theme consists of 13 components:Ī new image file can be uploaded to CRM in. To access themes browse to CRM Settings -> Customisations -> Themes With Dynamics CRM Online 2015 Update 1 it can!ĬRM theme records are a new solution to personalize the Microsoft Dynamics interface so it feels even more like your business by replacing the Microsoft Dynamics logo with your own image and changing CRM colours to reflect your branding, or familiar colour scheme. There a so many options for customizing Microsoft Dynamics CRM to fit your organisation so why can't it reflect your own colours and branding?
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