Query and edit an organization theme

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Applies To: Dynamics CRM 2015

With Microsoft Dynamics CRM Online 2015 Update 1 you can define and apply visual themes for an organization. This provides a supported way to apply an organization’s logo and color choices to the application. You can create a custom theme for your application by making changes to the default colors and visual elements provided in the un-customized CRM system. For example, you can create your personal product branding, add a company logo and provide entity-specific coloring. The theme colors are applied globally throughout the application, with the exception of some legacy areas.

Important

For Microsoft Dynamics CRM Online organizations, this feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1. This feature is not available for Dynamics CRM (on-premises).

Theme customization is supported in this release only for the web application. The changes made for an organization's theme are not included in solutions exported from the organization. You can define multiple themes, but only one can be set and published as the default theme.

Video: Theming in Microsoft Dynamics CRM

In this topic

Query the current theme

Edit and publish theme data

Exporting and importing themes

Query the current theme

You may need to query the current theme using client-side code if you have a solution with HTML web resources which you want to adapt to theme choices made for an organization. You can use the following query with the OData endpoint to retrieve that information.

<client_URL>/xrmservices/2011/organizationdata.svc/ThemeSet?$select=ControlBorder,ControlShade,DefaultCustomEntityColor,Name,DefaultEntityColor,GlobalLinkColor,HeaderColor,HoverLinkEffect,NavBarBackgroundColor,LogoToolTip,NavBarShelfColor,ProcessControlColor,SelectedLinkEffect&$filter=IsDefaultTheme eq true

More information: Use the OData endpoint with web resources.

Edit and publish theme data

A theme is created by using the customization tools in the UI, without requiring a developer to write code. Details about how to apply these customizations can be found in TechNet: Change the color scheme or add a logo to match your organization’s brand.

Most theme data is stored within the Theme entity. Customized colors for specific entities is included in the EntityMetadata.EntityColor property. This data is exported with the entity if the entity is included in a solution.

The following table describes the Theme entity attributes that are valid for update and contain data that is applied by the theme:

Schema Name

Type

Value of default theme

Description

ControlBorder

String

#CCCCCC

The color that controls will use for borders.

ControlShade

String

#F3F1F1

The color for controls to use to indicate when you hover over items.

DefaultCustomEntityColor

String

#006551

The default custom entity color if no color is assigned.

DefaultEntityColor

String

#8B98AB

The default color for system entities if no color is assigned.

GlobalLinkColor

String

#1160B7

The color for links, such as email addresses or lookups.

HeaderColor

String

#1160B7

The color for header text, such as form tab labels.

HoverLinkEffect

String

#D7EBF9

The color that commands or lists will use when you hover over the items.

LogoId

String

null

The name of a web resource to use as a logo. Recommended dimensions are a height of 50 pixels and a maximum width of 400 pixels.

LogoToolTip

String

Microsoft Dynamics CRM

The text that will be used as the tooltip and alt text for the logo.

Name

String

CRM Default Theme

The name of the Theme entity.

NavBarBackgroundColor

String

#002050

The primary navigation bar color.

NavBarShelfColor

String

#DFE2E8

The secondary navigation bar color.

ProcessControlColor

String

#0755BE

The primary color for process controls.

SelectedLinkEffect

String

#B1D6F0

The color that commands or lists will use to indicate selected items.

After you have applied changes, use the PublishThemeRequest message to make one of the theme records the current theme.

Exporting and importing themes

Because themes aren’t included as part of a solution, if you want to transfer themes from one organization to another you can use the Configuration Migration tool to generate a schema, export the theme data, and import it into a different organization. For details about how to use this tool, see Manage configuration data.

See Also

Theme entity messages and methods
Theme entity privileges
Developers guide to customization for Microsoft Dynamics CRM

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