Set up branding and theming
You can create a custom look and feel (a theme), for your app by making changes to the default colors and visual elements provided in your system. For example, you can create your personal product branding by adding a company logo and providing table-specific coloring. The theme colors are applied globally throughout the application.
Apply a theme
The Dynamics 365 Sales app comes with three default themes that you can use. You can choose one of these default themes and apply it, or pick a custom theme that you have created.
To apply a theme:
In the site map, select Sales settings.
Under Advanced settings, select Branding and theming.
In the Select Theme list, select a theme.
Select Save.
The theme name currently being used is suffixed with the text "- Currently applied".
Create a new theme
To create a new theme:
In the site map, select Sales settings.
Under Advanced settings, select Branding and theming.
Select Create new theme.
In the Theme Name field, enter a descriptive name for the new theme.
To change the logo, select the pencil icon on the logo box, and then choose an image file of type JPG, PNG, GIF, or SVG format. The image file is converted to a web resource.
To revert to the default logo, select Restore default logo.
Enter a tooltip for the logo.
Choose colors in the Nav Bar Color, Main Color, and Accent Color boxes.
Select Save.
The theme name currently being used is suffixed with the text "- Currently applied".
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.