Dynamics 365 Unified Interface, Web & Entity Icons

Introduction

A customer recently asked me to provide some information for adding icons to Microsoft Dynamics 365. After a few searches online with various keywords, I found a few resources that would be suitable but were part of different blog posts. Therefore, I have decided to create my own blog post that outlines each of these elements in detail.

Requirements

Before we dive into the instructions, I would firstly like to confirm the requirements for these icons. Microsoft have mentioned in their Change model-driven app custom entity icons page the three type of entity icons for each entity. In addition to this, I would personally like to suggest the Unified Interface Icon to be the same size as the entity icon.

Change model-driven app custom entity icons

In my opinion, for consistency in your icons, I would recommend SVG as the file type to use. The quickest way this can be achieved for icons that are in a different format (e.g. .jpg, .gif, .png) is to use https://editor.method.ac/. Further details on how this can best be achieved can be found in the Dynamics CRM Tip of the Day blog post.

Instructions

  1. Navigate to your Dynamics 365 environment directed to you by your organisation.
  2. In the top right hand side of the ribbon, click the Gear and Advanced Settings.
    Advanced Settings
  3. In the top left hand side of the ribbon, click the Settings dropdown and Solutions.
    Solutions
  4. Open the Solution where you are planning to add the icon(s) and open Web Resources.
    Web Resources
  5. Click New and fill out the fields provided in the New Web Resource window.
    New Web Resource window
  6. Click Save then Publish and close the window. Repeat this process for all icons.
  7. In the Solution page, open the Entity you want to add the icons and Update Icons.
    Update Icons
  8. In the Update Icons page, click on the magnifying glass and find the icons you just uploaded.
    Select New Icons
    Select New Icons 2
    After you have selected the icons in the Web Client and Unified Interface, click OK.
  9. Make sure you still have the entity selected where you added those icons and click Publish.
    Publish
  10. With your Entity icons now in place, you may want to add or update your App icon. While in the same Solution, make sure you have the relevant app added into the Model-driven Apps area and open it.
    Model-driven Apps
  11. In the App Designer Page, click the Properties tab and search for your icon you uploaded earlier.
    App Designer Properties
  12. To complete the app icon settings, make sure you Save, Publish and Save And Close the App Designer.
    Save, Publish and Save And Close

References

I could not have written this blog without the help from other authors, some of which I have already referenced but would like to recognize them all below.

Microsoft Docs – Change model-driven app custom entity icons – https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/change-custom-entity-icons

D365 Demystified – Change the Unified Interface App Icons – https://d365demystified.com/2019/07/12/change-the-unified-interface-app-icons/

CRM Tip of the Day – Tip #1060: Quickly create vector/SVG images for Dynamics 365 – https://crmtipoftheday.com/1060/quickly-create-vector-svg-images-for-dynamics-365/

Dynamics 365 Admin Center URL

Looking for the direct URL to the Dynamics 365 Administration Center? Find it below!

https://port.crm6.dynamics.com/G/Instances/InstancePicker.aspx

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Dynamics 365 Recycle Bin

Have you or one of your colleagues accidentally deleted a record in Dynamics 365?

Problem
Due to the fact that Dynamics 365 does not have a ‘Recycle Bin’ feature to easily restore a single record, you would normally have to restore an entire backup from a previous day.

Solution
All credit goes out to the XrmToolBox application and a plugin called Recycle Bin!

Prerequisites
Auditing must have been enabled on the entity where the record existed before deletion.

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Instructions

  1. Download XrmToolBox
  2. Install Recycle Bin plugin
    rb1
  3. Connect to your Dynamics 365 Organisation
  4. Open Recycle Bin plugin and ‘Load Entities and Users’
    rb2
  5. Choose the Entity, User, Date Range and ‘Show Deleted Records’
    rb3
  6. Once the results display, select the record and ‘Restore Records’
    rb4
  7. Once restoration is complete, click ‘OK’
    rb7
  8. Confirm the restoration of the record by searching for it and checking audit history
    rb8

Dynamics 365 Help/Support Center is GA!

Yes, that’s right folks. If you haven’t already had a chance to look at this exciting new Dynamics 365 Help + Support Portal you can now. Open https://admin.dynamics.com!

dynamics365helpsupportcenter

Skype for Business Screen Recording

We all know about Skype for Business, but do we know how we can best leverage the recording features for training videos and the like? The instructions below will help with this!

  1. Open Skype for Business and choose the Calendar button.

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  1. Click the Meet Now button.

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  1. Keep the default Use Skype for Business and click OK. These settings can be changed later.

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  1. Once the conference call has been commenced, open the PC Monitor button and select Share your Desktop.

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  1. Now that your desktop is being shared, select the ellipsis button and choose Start Recording.

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  1. Your screen and audio will start recording.

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  1. Once finished, click the stop button.

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  1. You will be presented with the below notification(s) and the recording will begin to be converted.

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  1. Once the conversion is complete, you will get a notification.

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  1. Alternatively, to check the progress, open your system tray and select Skype for Business Recording Manager

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  1. Depending on the duration of your recording, this could take some time.

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  1. Once complete, you’ll have a high quality MP4 video to share with the team or client!

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