Change the color scheme or add a logo to match your organization’s brand

 

Applies To: Dynamics CRM Online

You can create a custom look and feel (a theme), for your Microsoft Dynamics CRM web application by making changes to the default colors and visual elements provided in the uncustomized CRM system. For example, you can create your personal product branding by adding a company logo and providing entity-specific coloring. A theme is created by using the customization tools in the user interface, without requiring a developer to write code. You can create, change or delete themes that are used in your organization. The theme customization is supported in the Web forms in Dynamics CRM for Outlook. You can define multiple themes, but only one can be set and published as the default theme.

In This Topic

Use themes to enhance the user interface and create your product branding

Solution awareness

Copy and alter the existing theme

Preview and publish a theme

Best practices

Custom theme considerations

Use themes to enhance the user interface and create your product branding

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

What can you change or adjust?

• Logo

• Logo tooltip

• Navigation bar color

• Navigation bar shelf color

• Header color

• Global link color

• Selected link effect

• Hover link effect

• Process control color

• Default entity color

• Default custom entity color

• Control shade

• Control border

Solution awareness

The theme is not solution aware. The changes made for an organization's theme aren’t included in solutions exported from the organization. The data is stored in the theme entity that can be exported and re-imported in other environment. The imported theme must be published to take an effect.

Copy and alter the existing theme

The easiest and quickest way to create a new them is to clone and alter an existing theme, then save it, preview and publish. Go to Go to Settings > Customizations. Choose Themes and then choose CRM Default Theme. The following screenshot shows the default theme setup.

We cloned the default theme and changed the colors. The following screenshots show the new colors for navigation and highlighting. You can also choose a new logo for product.

The following screenshot shows the new navigation color.

The following screenshot shows the account entity grid with the new highlight color.

Preview and publish a theme

To preview and publish a theme, do the following steps:

• Create a new theme from scratch or clone an existing one.

• Preview the new theme by choosing PREVIEW on the command bar. To exit the Preview mode, choose EXIT PREVIEW on the command bar, next to the PREVIEW button.

• Publish a theme. Choose PUBLISH THEME on the command bar.

The following screenshot shows the buttons on the command bar for preview and publishing.

Best practices

Following are the recommendations for designing theme contrasts and choosing colors.

Theme contrast

We recommend the following approach to providing contrast colors:

• Carefully choose the contrasting colors. CRM out-of-the-box default theme has the correct contrast ratios to ensure optimal usability. Use similar rations for your new themes.

• For high contrast mode, use the default color settings.

Theme colors

We recommend that you don’t use a large number of different colors. Although you can set a different color for every entity, we recommend one of two patterns:

• Make all entities in neutral colors and highlight the key entities.

• Use the same color for similar entities or related entities, such as queue and queue item, or product catalog entities. Keep the total number of groups low.

Custom theme considerations

You should consider the following when planning on using custom themes:

• Most updated user interface (UI) areas will be displayed in the custom theme colors.

• Even though the theme colors are applied globally throughout the application, some legacy UI areas, such as gradient buttons, will retain the default colors.

• Certain areas must use dark or light colors to contrast with the default icon colors. The icon color isn’t customizable.

• An entity can’t be displayed in different colors under different Sitemap nodes.

• The Sitemap nodes colors aren’t customizable.

See Also

Customize your CRM system
Help & Training: Change the color scheme or add a log to match your organization’s brand
Changes to forms and views in Microsoft Dynamics CRM 2015
Video: Theming In Microsoft Dynamics CRM

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