Tips on Using Dynamics CRM 2015 Update 1 Themes

Though not necessary critical to the success of your organization, there is a new Dynamics CRM feature in CRM 2015 that offers some great personalization is the addition of Themes.

Themes allow you to add your logo and customize the coloration of your CRM instance. TO make these changes, go to Settings, Customizations, Themes.

CRM Themes - CustomizationYou can clone or create a theme entirely new.

CRM Themes - Clone or CreateTo find color codes you can use something like http://html-color-codes.info/ Themes can be previewed before published.

 

CRM Themes - Color

CRM Themes - Permissions

Note that a user needs the proper permissions in Security Roles in the Customizations tab.

Have fun!

By Erin Karatkiewicz, Applications Consultant, with xRM3, a Microsoft Partner specializing in Dynamics CRM consulting, implementation, integration, and administrative services. Based in San Diego County Southern California.