Within Microsoft Dynamics 365/CRM, you have the ability to change the color of entity icon backgrounds. Whether you are looking to have color indicators for your icons, looking to prioritize, or just looking to personalize your Dynamics CRM icons, follow these simple steps to adjust the color.

  1. Open the default solution by navigating to Settings à la Customization and click on Customize the System.

CRM Quick Tips and Tricks


  1. Expand the Entities, and click on the entity name you want to adjust the background icon color for. In this example, we will be updating the Account icon background color.
  2. From the properties area for the Account entity, you can adjust the color of the entity icon by updating the HTML color code field.

CRM Quick Tips and Tricks


  1. To create the HTML color code, you can use an online tool like the one at this website: http://htmlcolorcodes.com/
  2. Use the tool to select your color and generate the code. Copy and paste the code into the Color field in CRM.

CRM Quick Tips and Tricks


  1. Verify the color displayed is correct, save the solution, and publish your changes.

CRM Quick Tips and Tricks


  1. Once you’ve published, refresh your browser and navigate to Account to see the color change in the sitemap.

CRM Quick Tips and Tricks


Do you want more tips on using Microsoft Dynamics 365/CRM to leverage your business’ success? Join us for our monthly user-group webinars!

Microsoft Dynamics 365 CRM User Group Webinar

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles

Read More