Change custom entity icons

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

When you create a custom entity, it is automatically assigned a default icon, and all custom entities by default use the same icon. If your organization has several custom entities, it can be helpful to change the icon associated with one or more custom entities to help users differentiate them.

System_CAPS_noteNote

You can’t modify the icons assigned to system entities.

You can upload two types of entity icons for each custom entity:

  • Icon in web application. This icon should be:

    • 16 x 16 pixels in size.

    • In .gif, .png, or .jpg format.

    • No larger than 10 kilobytes.

  • Icon for entity forms. This icon should be:

    • 32 x 32 pixels in size.

    • 16 colors.

    • In .ico format.

    • No larger than 10 kilobytes.

System_CAPS_importantImportant

Before you begin this task, be sure that you have uploaded as web resources any custom icons that you intend to assign. More information:   Add or edit a form web resource


  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Customize the System.

  4. Expand Entities if necessary, select the custom entity you want to update the icon for, and then on the command bar, click Update Icons.

  5. In the Select New Icons dialog box, under Icon in Web application or Icon for Entity Forms, to the right of New Icon, click the Browse button Lookup button, select the appropriate image file, and then click OK.

  6. On the command bar, on the File menu, click Save.

  7. When your customizations are complete, publish them:

    • To publish customizations for only the component that you are currently editing, in the Navigation Pane, select the entity you have been working on, and then click Publish.

    • To publish customizations for all unpublished components at one time, in the Navigation Pane, click Entities, and then on the command bar, click Publish All Customizations.

    New icons might not display in Microsoft Dynamics 365 until you close and reopen the Microsoft Dynamics 365 client.

System_CAPS_noteNote

Publishing customizations can interfere with normal system operation. We recommend you schedule publishing when it’s least disruptive to users.

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