Custom Coloring Dynamics 365/CRM Dashboards

In Microsoft Dynamics 365/CRM 2016, CRM Administrators have the ability to color code option lists. This can be very helpful when doing lists for things like case priority and just another way to make your dashboards unique! If you are Dynamics 365/CRM user and want your Dashboard colors updated, be sure to pass this tip along to your Admin.

An example would be prioritizing cases:

High = Red

Normal = Green

Low = Blue

Setting Custom Colors in CRM

1. CRM Admin goes to Settings

2. Under Settings to Customizations

3. Option Sets

4. Set color by Option

Custom Color 1

5. Save and Publish

Custom Color 2

For more Dynamics CRM tips and tricks be sure to subscribe to our blog on the top right of this page and visit or archive of Dynamics CRM tips.

About Ledgeview Partners

Comments are closed.