Microsoft Dynamics CRM Themes

Have a look at below articles about Dynamics CRM Themes,

Microsoft Dynamics CRM Themes Explained

Color me CRM: Matching Theme and Logo Colors in Dynamics CRM

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Customize Sitemap using Sitemap designer in Dynamics 365(online) V9

In Dynamics 365 Online version v9 update, Microsoft has provided Sitemap designer OOB feature to customize Sitemap.

Please follow the below steps to customize sitemap,

Step 1: Open Dynamics 365 Online version (which has v9 version update).

Or

Click here and create CRM 30 days trial version.

Step 2: Goto Settings -> Customizations -> Customize the System.

Step 3: Click on Client Extensions. We can see Site Map Client Extensions record. Click on it to open Sitemap Designer.

Sitemap Client Extensions

Step 4: We can customize the Sitemap as you like using the options provided by the designer.

Drag and Drop feature also available to Add Area or Group or Subarea and can also Reorganize their positions.

You can Add, Cut, Copy, Paste, Clone or Delete the items in Sitemap.

Sitemap Designer

Make sure to Save and Publish the Sitemap for committing the changes made on it.

Note:

To customize the Sitemap, User should have the following security roles,

  1. Create, Read, and Write privileges on the App entity
  2. Create and Read privileges on the Customizations entity
  3. Read and Write privileges on the Solution entity

Start exploring this new feature and have fun.

Dynamics 365 CRM SDK Download link

Download Dynamics 365 CRM SDK from the below link,

Name Size Download Link Description
MicrosoftDynamics365SDK.exe 83.9 MB Click Here Use this SDK for Dynamics 365, Dynamics CRM Online, and Dynamics CRM 2016 (on-premises).

 

How to add/ edit/ remove subjects in CRM?

Subjects field is a commonly used in Products, Cases, Sales Literature and Articles. Using this, we can organize them in a Tree structure.

Follow the below steps to Add/ Edit/ Remove subjects.

Step 1: Go to Settings -> Business Management -> Subjects

Settings - Subjects - Business Management Setting

Step 2: Select the required Subject. Add/ Edit/ Remove subjects using Common Tasks Area.

In this below screen shot, I have selected Subject Products and added Product 1 and Product 2.

Subject Common Tasks Area

Step 3: Open New Case/ Articles record to see the updated Subjects.

Case Subject