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Microsoft Dynamics CRM (Archived)

How to change icon of Extension Entity in Microsoft Dynamic CRM 2016 Online?

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I have created custom entities. I have set it in Sales. So, user can open it and use it. Ex. I have created new entity Purchase Order & Purchase Order Invoice. It shows default icon(Green) of CRM.

I want to change that icon and set my icon. Can anybody suggest me how to change the icon of Entity? Please review following screenshot 

Change-entity-icon.png

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  • Suggested answer
    Ryan Maclean Profile Picture
    3,070 on at

    Guido has nailed it above, however you may also want to look at the update to the Power Objects blog that discusses the best practice for designing icons for CRM 2016:

    www.powerobjects.com/.../customizing-entity-icons-in-microsoft-crm-2013-and-2015

    It's probably also worth pointing out that if you use the SiteMap Editor within the XRM Toolbox you can change the title of your Group "Extensions" to be called "Purchase Orders" or whatever else would be suitable for you.

    Finally, you can also change the background colour of the entity icon tiles if you need a different colour than the default green:

    www.powerobjects.com/.../changing-the-color-of-custom-and-out-of-the-box-entities-in-crm-2015

  • Suggested answer
    Rahul-Waghmare Profile Picture
    990 on at

    Hi,

    Below are the steps:

    1. Go to Settings > Customizations.

    2. Click Customize the System.

    3. Go the respective Entity, then on command you can see option to Update Icons.

    UpdateIcon.png

  • MaxNik Profile Picture
    on at

    Hi,
    Have a question on this subject - how do I add an icon, that will appear aside a custom entity record, when I run a Global Search. No one of the icons above doesn't work when it comes to a global search.

    Thanks

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