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Add or edit an image web resource

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Web resources are virtual files in multiple formats, such as html files, JavaScript, and Silverlight applications, that are stored in the Microsoft Dynamics 365 database and can be retrieved by using a unique URL address.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Choose Customize the System.

  4. To create a new web resource, choose Components > Web Resources, and then on the Actions toolbar, choose New.

  5. Type or modify information in the text boxes.

    • The name entered in the Name text box, plus the file extension will become its file name.

    • The name entered in the Display Name text box will be displayed in the Display Name.

    • In the Type drop-down box, select the file type you want.

  6. Choose Browse to select and upload the file from your local machine.

    • To preview an uploaded image web resource: Choose Web Resource>Preview.

    • To edit a text web resource: Choose Text Editor.

    • To preview a text web resource: Choose Web Resource> Preview.

  7. When you’re ready to save your data, choose Save and Close.

  8. Publish your customization.

    • For only the edited component: Choose Save > Publish on the Home.

    • For all unpublished components at one time, choose Publish All Customizations.

Note

Publishing customizations can interfere with normal system operations. We recommend you publish customizations when it’s least disruptive to users.

See Also

Create and edit web resources