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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
2. Working with Sales FREE CHAPTER 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Dynamics 365 theme

In Dynamics 365, we can alter the theme or styling of the application. Without the need for writing custom code, we can configure the out-of-the-box Dynamics organization to have its own product-branding features. Using Dynamics 365 theming, we can do the following:

  • Create a logo for the Dynamics application
  • Change the navigation colors of the Dynamics application
  • Color the styling of entities
  • Change the header/footer colors on an entity form

There are many other things we can do, as well.

Note: The theme is not part of the solution, so it needs to be replicated independently for each Dynamics organization.

Dynamics also provides the capability to maintain different theme styles. However, at any given point, only one is able to be set as the default theme.

Depending upon the requirements, users can easily change the default themes in Dynamics. In the next...

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