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Customer Self Service Portal Design

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Posted on by EBMRay

905

Hello,

I would like to add/modify the design of this portal, and what I want to achieve is the following:

I want to change the color of the navigation from black to blue.
I want to add a company logo to this navigation.
I want to add another logo in the right of the text "Sign in with a local account". Take a look at the screenshot below:
I want to change the following photo posted below in the "Get Help" section.

Can please someone explains in detail and provides an example to achieve the following requirements mentioned above for the Customer Self-Service Portal?

Any help will be greatly appreciated.

Thank you.

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Asif365 1,431 on at

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Please have a look at the below links

docs.microsoft.com/.../manage-existing-portals

docs.microsoft.com/.../portal-designer-anatomy

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AJ-22040756-0 on at

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Hi Partner,

Adding to the articles mentioned by Asif, you can also change the header from Portal -> Content Snippet -> Navbar left in addition you can follow the articles mentioned here

https://docs.microsoft.com/en-us/dynamics365/portals/get-started-portal-content-editor

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/271096/styling-the-customer-portal-navbar-left-with-an-image?pifragment-97030=1#responses

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EBMRay 905 on at

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Hello Asif,

Thank you for sharing those helpful documentations.

I have achieved to change the color of the navigation and add a logo.

Unfortunately, I didn't find the Content snippets for the Signup page to customize it and add a logo to the left of "Sign up with a local account".

Do you have any idea what would be the name of this content?

Looking to hear from you.

Thanks again!

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Asif365 1,431 on at

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Hi Partner,

We are glad to hear that you have achieved what you were looking.

Please have a look at this Post Ravi Kashyap has explained the solution for code snippet very well.

community.dynamics.com/.../885183

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EBMRay 905 on at

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Hello Asif,

I have created this record "Account/SignIn/SignInLocalFormHeading" of type "HTML" because I want to add a logo, but unfortunately, the HTML tags appear instead of showing the image output.

Please take a look at the screenshots below:

What I am doing wrong since the type of this record is "HTML"?

Looking to hear from you.
Thank you!

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Asif365 1,431 on at

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Try

<p> <img src="/Imhotep/download.png" style="width: 10%; height: 40px;"> </p>

Note: Adjust width and Height as per your desired

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EBMRay 905 on at

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Hello Asif,

Thanks for replying.

Unfortunately, I have used the same code you mentioned it doesn't take effect and the HTML code still appears, instead of displaying the image.

Please take a look here:

I am using the same code for the logo in the navigation which already works there.

Any idea why this problem occurs?

Looking to hear from you.
Thank you!

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