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Microsoft Dynamics CRM (Archived)

How to change entity icon in regarding fields

Posted on by Microsoft Employee

Hi All

all staff choose incorrect quotes, invoice and order in "regarding to" fields. because there are has a same name.

Quote name: ABC

Invoice name: ABC

Order name: ABC

How can I change Icon in lookup fields? it's very useful to user choose the correct Item (quotes, Invoice, etc) with take look

please look at uploaded picture.

if it's not possible in dynamic 365, how about change color? or something else. 

thanks

quotes-icon.JPG

*This post is locked for comments

  • Verified answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: How to change entity icon in regarding fields

    AFAIK, you cannot update system entities' icons.

    If my answer helps you, please mark it as verified.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to change entity icon in regarding fields

    thanks for reply.

    But it's just work for custom entities. what about existing entity? as I said like invoice, quote, order and etc. there isn't any "update icon" button.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to change entity icon in regarding fields

    Hi partner,

    You could change the lookup icon through changing the associated entity icon.

    Please refer to the following links.

    similar requirement: https://community.dynamics.com/crm/f/117/t/231220

    How to change entity icon:https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/admins-customizers-dynamics-365/mt826682(v=crm.8)

    Hope it helps.

    Best Regards

    Leo

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to change entity icon in regarding fields

    Hi Mohammad,

    I am not sure but you can try with below reference -

    ledgeviewpartners.com/.../changing-a-custom-entity-icon-in-dynamics-crm

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