Work 365

Update Company Logo/Header Text on CRM Portal

42 views October 23, 2018 0

iotap_logo

Step 1 :
Upload the desired imaged (png/jpg) as a Web File within CRM
Follow this step only if you want the host the logo within CRM. If the logo image is hosted elsewhere and accessible via a URL, proceed to step 2 below

  • Within your Dynamics 365 instance navigate to Portals -> Web Files
  • Click ‘New’ to add a new ‘Web File’ record
  • Enter the required details and save the record
    Name: Provide the name of the image file along with its extension (iotap_logo.png)
    Parent Page: Home
    Partial Url: Provide the same value as entered in the name field above.
    Publishing State: Published

webfile

On the ‘Notes’ tab (within the above record) add the company image file as an attachment.

note

Step 2 :
Update ‘Content Snippet’ record with the above ‘Web File’ reference

  • Within your Dynamics 365 instance navigate to Portals -> Content Snippets
  • Open “Navbar Left” snippet
    In Value(HTML) field value’s ‘Source’ tag, update the required content.
    Note: The below HTML is for reference purpose and can be updated as desired.

To display the image updated as a ‘Web File’ (as described in step #1)
<p style="margin-left: -1px;"><img style="top:-25px; width: 100px; height: 53px; margin-right: 1px; margin-left: 1px; float: left; position: relative;" src="/{Webfile Name}" /></p>

To display an external image
<p style="margin-left: -1px;"><img style="top:-25px; width: 100px; height: 53px; margin-right: 1px; margin-left: 1px; float: left; position: relative;" src="[web url of the external image]"></p>

To display an external image along with Text
<p style="margin-left: -1px;"><img style="top:-25px; width: 100px; height: 53px; margin-right: 1px; margin-left: 1px; float: left; position: relative;" src="[web url of the external image]"> IOTAP </p>

  • Save the record

Refresh the portal home page to see the changes.

Capture

In case the changes are not visible, log off and try login to the portal again.

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