Tech Tips

 

Personalize a Dynamics CRM Theme with your organization brand colors

 

Microsoft has made it possible for users to customize CRM’s color scheme to match their organization branding through the new Theme feature, currently available in CRM 2015 Online Update 1 and soon to be included in the on premises version of CRM 2015.

 

Here’s how to personalize a CRM theme:

 

1.  Navigate to Settings > Customizations > Themes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.  Open the CRM Default Theme record and select CLONE in the top command bar. This will copy the existing CRM theme and create a new record with a good starting point. With the new record created, you can now modify the theme settings with your organization’s brand colors.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.  The theme can be previewed and then published directly from the theme record when your customization is complete.To share this theme with all users set your new custom theme as the default theme from the main Theme grid.

 

 

 

 

 

 

 

 

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