{"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":"
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 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 <\/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 <\/a><\/p>\n <\/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 <\/a><\/p>\n <\/p>\n Now that you created your custom brand theme, let\u2019s add your company\u2019s logo.<\/p>\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 <\/a><\/p>\n <\/p>\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 <\/a><\/p>\n <\/p>\n <\/a><\/p>\n <\/p>\n Add your company\u2019s HTML color codes to the appropriate fields in each section.<\/strong><\/p>\n <\/a><\/p>\n <\/p>\n You will notice the Theme has changed.<\/p>\n <\/a><\/p>\n We have a few best practices to remember when building out your theme.<\/p>\n In this blog, you learned how to modify or create a new theme for Microsoft Dynamics 365<\/a> Customer Engagement Modules.<\/strong> You learned how to add your company logo, how to modify color elements, and best practices to ensure optimal use. We hope you enjoy branding your in-house user experience.<\/p>\n\n Create a New Theme or Alter Existing Theme<\/h2>\n
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Add Your Company Logo<\/h2>\n
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Modify the Theme Colors<\/h2>\n
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Best Practices for Theming in Dynamics Customer Engagement<\/h2>\n
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Conclusion<\/h2>\n