Microsoft Dynamics CRM Themes
Theming is used to enhance the CRM User Interface, not drastically alter it. The theme colors are applied globally throughout the application. For example, you can enhance the following visual elements in the UI:
- Change product logos and navigation colors to create product branding
- Adjust accent colors, such as hover or selection colors
- Provide entity-specific coloring
- This is new feature of CRM 2015,this will initially be released to CRM Online.
Creating a New Theme:
Navigation for themes is settings –> solutions –> click on Themes as shown in the below screenshot.
- Click on Themes it will display list of Themes.
- This below theme describes the type of the theme. The Default Theme indicates which theme has been applied to the CRM System i.e., published.
- Open Default theme the settings would be as shown below:
- Click on New button A blank theme will be created.
LOGO
- If you want to add your own logo in the replace of Microsoft Dynamics CRM logo.
- The recommended Dimensions for Uploading a new image logo is 400px width 50px height.
- Click on search Option on the logo field:
- Click new to open a new window.
- Upload PNG file then save and publish.
- Add the web resource to logo field.
- Changing the logo doesn’t affect the CRM action, Click on the logo it will navigate to home page.
LOGO TOOLTIP TITLE
- Enter the text in the Logo tooltip field set the alt text for new logo.
NAVIGATION BAR
- Changing the navigation bar color in the replace of navy default.
- Here used mid blue for navigation bar color change. For this use hexadecimal code there are many options such http://www.w3schools.com/html/html_colorvalues.asp adds the hexadecimal code to Navigation bar color field.
NAVIGATION BAR SHELF COLOR
- The shelf that appears under the main CRM control menu can be replaced to a new color of our choosing.
- Here is a shot of updated navigation bar with new logo and light yellow shelf shading.
- For this add hexadecimal code to Navigation Bar Shelf color field.
HEADER COLOR
- Header Color is: “The color for header text, such as form tab labels.”
- changed label color to thick pink.
- The navigation text color has changed like below screenshot.
- This applies to CRM form also like below:
User Interface Elements:
Global Link Color
- To Change color to each link appears in CRM.
- Here the given color is Dark blue Color (#00008B) which is reflected in a list view.
- For the lookup and email, any hyperlink in CRM now we can add our own color.
- It will effects to all hyperlinks in CRM.
- To change the color Give hexadecimal code to Global Link Color field.
Selected Link Effect
- When you select an item or multiple items, you can see the color appearing, like below screenshot:
- Now the color has been changed to below color.
- To change this color Give hexadecimal code to select link effect Color field.
Hover Link Effect
- Similar as above,the color will appear only when we hover it on.
- Here am giving pink Color to Hover Link Effect field.
- The changes for Not only to record it will effect ribbon button.
Process Control Color:
- This is related to Business process flow.
- Now we are changing the color as Crimson.
- You can see changes very clearly in lead or case, Opportunity entity.
Default Entity Color:
- We can change entity color in sitemap.
- Here added color to default entity color field.
- Here given color is Medium violet Color to Default entity the changes have occurred in sitemap shown below:
Default Custom Entity Color:
- It is same as previous one, but it is for defaulted custom entity one.
- Here the given color is Red Color to Default custom entity the changes have occurred in sitemap shown below:
Control Shade:
- It is same as Hover Link Effect ,when to try to hover a control the color will appears on that field(not a ribbon, because ribbon is controlled by another setting).
Result:
Control Border
- It will change border of control we can see the Control border color when we hover on a field.
- The changes appear like below:
Note: If you are not satisfied with your theme you can set default one open default theme and click on publish theme then it will set as Your CRM default theme.