How to Customize the Microsoft Dynamics 365/CRM Header for a More Appealing Display of Info

Are you looking for a way to easily customize your Microsoft Dynamics 365/CRM header for a more appealing display of information? Look no further!

This simple guide will walk you through the steps. Be sure to share this post with a colleague who could also use this pointer!

  1. Decide on what information you would like displayed in the header, keep it simple. Notice that I have 3 fields in the header that are not aligned and take up space

Microsoft Dynamics 365/CRM


  1. Navigate to the form for the entity header you want to change.
  2. Click on the Header icon on top which will bring up your header Microsoft Dynamics 365/CRM

  3. When the Header area is highlighted as above you can click change properties to adjust many of it’s properties such as width as well as formatting which includes:
    1. Number of columns
    2. Field Label Alignment
    3. Field Label Position Microsoft Dynamics 365/CRM Microsoft Dynamics 365/CRM Tips and Tricks microsoft dynamics 365/CRM

  4. Sometimes it can take a few tries to get the formatting the way you would like it but once you do click save and publish.  For this example, I removed a column/field and centered the label over the fields

Microsoft Dynamics 365/CRM


There you go! You’ve done it. Easy, right?

Do you want more Microsoft Dynamics 365/CRM Quick Tips & Tricks? Join us for our monthly user-group webinars!

Microsoft Dynamics 365 CRM User Group Webinar

About Ledgeview Partners

Comments are closed.