How to Add a Custom Entity Icon in Microsoft Dynamics 365

When you create a custom entity in Microsoft Dynamics, the entity is automatically assigned a default icon. All custom entities, by default, use the same icon.

If you create multiple custom entities, it can be useful to change the icon associated with one or more custom entities to help users differentiate between them.

In order to add an entity icon, you will need to have System Administrator security access.

Follow these steps to add a Custom Entity Icon in the Unified Interface:

  1. From the “gear” icon, select Advanced Settings, then Settings > Customizations > Customize the System.
  2. Within the default solution, expand the Entities folder and locate the custom entity you want to update with a custom icon.

  3. Click on the Entity name to gain access to the entity properties
  4. In the Ribbon, click on the button called Update Icons

  5. In the latest UI, you are required to use SVG files for the icons (note that you can no longer use Flat icons).

  6. In the next Lookup window, click on the button called New and then the Unified Interface tab.

  7. Click the Lookup icon > Lookup More Records > New. (this assumes you will be setting up a new icon.  For an existing icon, select the icon from the lookup).
  8. Give your web resource a name and set the remaining fields appropriately.  Browse and find the SVG file containing your icon.  (You will have needed to have created your icon files prior to this step with an SVG format.

  9. Click Save and then Publish.
  10. Close the window.

At this point, you are ready to update the Site Map for your App(s) to incorporate your new logo!

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