Rajeev Pentyala – Microsoft Power Platform

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

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

• We can create your own theme and Publish (Once published, Theme propagates to all Users)

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

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

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 – Account Entity Changed to Green

CRM 2015 – Set Color Of Entity Limitations

Refer MSDN Article for more details. 🙂