{"id":49113,"date":"2023-12-11T06:50:42","date_gmt":"2023-12-11T11:50:42","guid":{"rendered":"https:\/\/centricconsulting.com\/?p=49113"},"modified":"2023-12-11T07:37:18","modified_gmt":"2023-12-11T12:37:18","slug":"how-to-create-icons-for-custom-entities-in-dynamics-365-ce-a-comprehensive-guide","status":"publish","type":"post","link":"https:\/\/centricconsulting.com\/blog\/how-to-create-icons-for-custom-entities-in-dynamics-365-ce-a-comprehensive-guide\/","title":{"rendered":"How to Create Icons for Custom Entities in Dynamics 365 CE: A Comprehensive Guide"},"content":{"rendered":"

Enhance your Dynamics 365 Customer Engagement system by adding your own icons to custom entities to help users with visual navigation. We walk through how to create and manage entity icons in this blog.<\/h2>\n
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In the world of Dynamics 365 Customer Engagement<\/a> (CE), it\u2019s crucial to customize the user interface to match your organization’s brand and requirements.<\/p>\n

One aspect of customization involves creating icons for custom entities, which not only enhances the visual appeal but also improves the user experience. Before customization, custom entities all use the same default icon (black puzzle piece), which can make things confusing for users if you have multiple custom entities.<\/strong><\/p>\n

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Custom Entity with puzzle piece default icon (from Demo environment)<\/p><\/div>\n

In this blog post, we will explore the process of creating icons as web resources for custom entities in Dynamics 365 CE<\/a>.<\/p>\n

This guide will show system administrators and customizers how to create a custom icon in a Model Driven App. We will walk through how to:<\/strong><\/p>\n

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  1. Design the icon.<\/li>\n
  2. Prepare the icon.<\/li>\n
  3. Create the web resource.<\/li>\n
  4. Associate the icon with an entity.<\/li>\n<\/ol>\n

    Understanding Web Resources in Dynamics 365 CE<\/h2>\n

    Before diving into icon creation, you need to understand web resources in Dynamics 365 CE. Web resources are files stored within the system you can use to deliver several types of content, such as JavaScript, HTML, CSS, and images. You can create and store icons for custom entities as web resources.<\/strong> There are several things to keep in mind as you create web resources, which we will cover as we look at each step.<\/p>\n

    Step 1: Design the icon.<\/h3>\n

    The first step in creating a custom icon is designing it. Consider the purpose of the entity and your organization\u2019s brand guidelines. Icons should be simple, intuitive and visually appealing. You can use graphic design tools such as Adobe Photoshop and Illustrator or online platforms like Canva to create icons. Icons should easily identify what area of the system the user is navigating to, as these will still show when the site map is collapsed (see below image).<\/p>\n

    \"Dynamics<\/a>

    Collapsed site map (from Demo environment)<\/p><\/div>\n

    Step 2: Prepare the icon.<\/h3>\n

    To ensure compatibility and optimal performance, follow these guidelines when preparing the icon:<\/strong><\/p>\n