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Archive for May 9, 2015

CRM 2015 – Navigation and Themes

With the advent of CRM Online 2015 Update 1, we got much awaited New Navigation Bar pattern (Vertical Stacked Menu) and Themes. New Navigation Bar –

CRM 2015 - Navigation Bar

CRM 2015 – Navigation Bar

Themes –

  • With Themes, We can create a custom look and feel, to our CRM web application.We can change CRM applications
    • Logo
    • Navigation bar color
    • Header color
    • Default entity color
    • Default Custom entity color
    • Control Shade & Border
  • We can define multiple themes, but only one can be set and published as the default theme.
  • The theme customization is supported in Microsoft Dynamics CRM for Outlook
  • To create a new Theme, Navigate to Settings -> Customizations -> Themes
CRM 2015 - Themes

CRM 2015 – Themes

  • We can create your own theme and Publish (Once published, Theme propagates to all Users)
CRM 2015 - Themes (Preview_Publish_Clone)

CRM 2015 – Themes (Preview\Publish\Clone)

  • You can Clone new Theme from existing Theme and Preview
  • “Preview Theme”, sets a cookie in browser allows us to use theme until either you exit the preview or delete cookies.

Below is sample theme I created, I added my own Jpg web resource as ‘Logo’ and got color hexadecimal codes from Color Hex site

CRM 2015 - New Theme

CRM 2015 – New Theme

Deploying Themes across Organizations

  • We cannot include ‘Theme’ in CRM Solutions as Theme is not solution aware.
  • However, you can export the Theme and import it to target solution.
  • The imported theme must be published to take an effect
CRM 2015 - Export Theme

CRM 2015 – Export Theme

Theme Best Practices

Theme Best Practices

Theme Best Practices

Changing Specific Entity Color

  • We can change the color of desired entity in Entity Definition
CRM 2015 - Set Color Of Entity

CRM 2015 – Set Color Of Entity

CRM 2015 - Account Entity Changed to Green

CRM 2015 – Account Entity Changed to Green

CRM 2015 - Set Color Of Entity Limitations

CRM 2015 – Set Color Of Entity Limitations

Refer MSDN Article for more details. 🙂

Categories: CRM 2015 Tags: , ,