Entity Icon for entities on Unified Interface | Quick Tip

by | Dec 16, 2020 | Dynamics 365, Microsoft, Technology | 0 comments

This article is contributed. See the original author and article here.

Now, Unified Interface being the only interface we have to work on in Dynamics 365 CRM, Here’s a quick tip on how and where you can set the Entity Icon for the Unified Interface.

Default Icons

One each entity, Custom or otherwise, here’s where you can set the Icon.

  1. Let’s say Commissions is a custom entity which has a default Icon.
  2. This is how it appears in the Unified Interface for any custom entity which doesn’t have any Icon set.
  3. Now, let’s look at how we can set the entity icons.

Set Icons for Entity

  1. Firstly, you need to create a Web Resource of type SVG Icon.
  2. Select the entity you want to set the Icon to in the Unified Interface. Let’s say Commission entity shows the Default Icon. Select the entity and look for Update Icons on the Solution.
  3. When you click on Update Icon, you’ll need to go to the Unified Interface.
  4. Now, in the New Icon field, you’ll have to select the Name of the SVG Icon from Step #1 above, i.e. cf_commission in this case.
  5. Select OK and Publish changes.
  6. And you’ll find the Icon is now updated for the entity entirely wherever it’ll be used on the Unified Interface. Since the Classic UI has been ruled out, we don’t need to update the classic Icons anymore.

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Thank you!!

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

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