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Microsoft Dynamics CRM Themes Part 2: Adding a Logo (v 2015/2016)

In my last blog, I reviewed a new feature called “Themes” in CRM and walked through the process of using them to add colors to borders, fields and fonts. In this blog, I will show you how you can take this one step further and add a logo to your CRM to make it feel more like “your” CRM.

Themes in CRM

Note: You must have either the System Administrator or System Customizer role in CRM to perform this task

 

    1. To locate Themes in CRM, go to Settings > Customizations
    2. Click on Themes
      Themes in Microsoft Dynamics CRM 20152016 - 01
    3. Either click on an existing Theme or create a new Theme
      • In my example, I am going to add a logo to my existing Theme called AnteroCRM
        Themes in Microsoft Dynamics CRM 20152016 - 02
    4. In your Theme, click the Search feature for “Logo” to select your imageThemes in Microsoft Dynamics CRM 20152016 - 03
    5. Do one of the following:
      1. Select an existing Web Resource and click “Add”, or
      2. Click “New” to create a new Web Resource with a logo from your local computer
        Themes in Microsoft Dynamics CRM 20152016 - 04
        Not sure how to add a Web Resource in CRM? Click here for more information.
    6. Once the Web Resource is added, click “Save”
    7. To see how the logo will look in your CRM, click “Preview
      Themes in Microsoft Dynamics CRM 20152016 - 05
      PREVIEW: New Antero CRM Theme Applied with Logo
      Themes in Microsoft Dynamics CRM 20152016 - 06

 

  1. Once you are satisfied with your results, you can select “Publish Theme” to make it viewable by others in the CRM system
    Note: If you need to revert to your original theme, click “Exit Preview

 

A few things to note about Themes in CRM:

  • They are not solution aware. You must export your Theme from one organization and import it into another
  • Backgrounds, fonts and icons cannot be changed using Themes
    • If you are interested in changing these, click here to learn more about CSS (Cascading Style Sheets) and how it can further color your CRM
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