{"id":42226,"date":"2023-03-29T07:03:19","date_gmt":"2023-03-29T11:03:19","guid":{"rendered":"https:\/\/centricconsulting.com\/?p=42226"},"modified":"2023-03-28T13:08:12","modified_gmt":"2023-03-28T17:08:12","slug":"how-to-use-theming-to-enhance-user-interfaces-in-d365-customer-engagement","status":"publish","type":"post","link":"https:\/\/centricconsulting.com\/blog\/how-to-use-theming-to-enhance-user-interfaces-in-d365-customer-engagement\/","title":{"rendered":"How to Use Theming to Enhance User Interfaces in D365 Customer Engagement"},"content":{"rendered":"

A custom theme makes users feel at home and engaged when using Dynamics Customer Engagement. In this blog, we\u2019ll show you how to update themes to match your brand.<\/h2>\n
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Users want a unique, company-specific tool when using a customer engagement tool. Theming can significantly enhance the user experience when using a Microsoft Dynamics 365 Customer Engagement<\/a> module by altering the visual experience without significantly altering the application.<\/p>\n

The best part is there is little backend work needed to complete a significant positive change in the application. You can apply theme changes globally throughout the application.<\/p>\n

Create a New Theme or Alter Existing Theme<\/h2>\n

You can modify the logo and various color elements seen in the module (the Navigation Bar elements and IU elements). Due to the extensive options, color contrast and cohesiveness, we recommend you clone an existing default theme to avoid the need to enter a color code for all the elements. This way, you can choose to change select elements versus all of them.<\/p>\n

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  1. To clone an existing theme, go to Advanced Settings > Customizations > Themes<\/strong>. Select the theme you want to clone, and select clone in the command bar.<\/li>\n<\/ol>\n

    \"Dynamics<\/a><\/p>\n

    You will notice this step creates a custom copy of the theme.<\/p>\n

    Note: Be sure to rename the theme. To do this, select the custom theme, and in the Theme Name field, enter the new theme name.<\/p>\n

    \"Dynamics<\/a><\/p>\n

      \n
    1. Select \u201cNew\u201d in the command bar from the themes settings page to create a theme.<\/li>\n<\/ol>\n

      \"Dynamics<\/a><\/p>\n

      You will notice a blank theme template appears. You will need to enter the color codes for the elements.<\/strong><\/p>\n

      \"Dynamics<\/a><\/p>\n

       <\/p>\n

      Add Your Company Logo<\/h2>\n

      Now that you created your custom brand theme, let\u2019s add your company\u2019s logo.<\/p>\n

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      1. First, ensure you have your company logo downloaded to your machine.<\/li>\n
      2. In the logo field in the navigation bar section, select \u201cNew\u201d to add a web resource to the system.<\/li>\n
      3. Name the web resource, give the web resource a display name, and add a description. Choose an image file of type (examples: JPG, PNG, GIF or SVG format). Select the language. Upload the file. Select \u201cSave and Publish.\u201d Exit out of the window.<\/li>\n<\/ol>\n

        Note: Logos that are too large won’t display. Example of an appropriate size: 156 pixels wide x 48 pixels height.<\/strong><\/p>\n

        \"Dynamics<\/a><\/p>\n

         <\/p>\n

          \n
        1. Add a logo tooltip (the words that appear when a user hovers over the Logo) in the Logo Tooltip field.<\/li>\n<\/ol>\n

          Modify the Theme Colors<\/h2>\n

          Next, let\u2019s add theme colors to fit your company brand. You will need the HTLM color codes to match your company\u2019s color scheme.<\/p>\n

          Two sections allow color code modifications.<\/strong><\/p>\n