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

How to setup Dynamics 365 Portals in CRM Online?

Follow the below steps to setup Dynamics 365 Portals in CRM Online,

Step 1: Click here and create Dynamics 365 30 day’s trial version

(or)

Use your existing Dynamics 365 Login Credentials to login Office 365 Admin Portal.

Step 2: Click here to navigate to Office 365 Admin Portal.

(For this article, have created Dynamics 365 30 day’s trial version).

Step 3: On the Left hand side menu, you can see Dynamics 365 under Admin Centers. Click on it.

Admin Center - Dynamics 365

Step 4: Follow the below steps,

  1. Click on APPLICATIONS Tab.
  2. Click on Portal Add-On under Manage applications.
  3. Click on MANAGE.

Dynamics 365 Administration Center

Step 5: Provide the below details,

  1. Name: Provide some Name for the Portal.
  2. Type: It is Trial by default.
  3. Select Portal URL: Provide unique name for your portal.
  4. Dynamics 365 Instance: Select your CRM Online Instance name.
  5. Select Portal Language: Select your Portal Language. (For Example: English (United States))
  6. Select Portal Administrator: Select required user to make the person as an Admin for your Portal.
  7. Portal Audience: Select the required Audience to whom this portal for. (For Example: Customer)
  8. Select Portal to be deployed: Select the required portal. Am choosing Dynamics 365 Portals – Custom Portal.

After providing all details, Click on Submit.Dynamics 365 Portal Details

Step 6: Click on Accept.Dynamics 365 Portal - Terms of Service

Step 7: Portal Request is submitted. It will take sometime to import Dynamics 365 Custom Portal Solution to Dynamics 365 CRM and to host the Portal in Azure.

To see the status of the Portal, click on the link as shown in the below picture.

Dynamics 365 Portal - Request Submitted

Step 8: Current Status is as shown below. Please refresh this page after sometime.

Dynamics 365 Portal - Portal being Configured

Step 9: Once portal is created, you can see the Base Portal URL link. Click on it to see your Dynamics 365 Portal.

Dynamics 365 Portal - Portal Created

Step 10: You can see the below Portal Home Page.

Dynamics 365 Portal - Portal Home Page

Step 11: Open Dynamics 365 CRM Online Organization to see the below Portal related Solutions imported and Portals Area in Site Map.

Dynamics 365 Portal - CRM Portals Solutions

Dynamics 365 Portal - CRM Portals Area

Hope you learned a new thing today !!!

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