Sunday, 10 May 2015

CRM 2015 Update 1: Exploring and Understanding Themes Deeper

Theme?


Theme is new feature and also new entity introduce in CRM 2015 Update 1.This is coming as the new trend and becoming fewer in term of the new improvement in UI design for most CRM User, who has been expecting this for long time.
Now, in my post, let’s we discover more about Theme, especially its attribute.

Overview

This is the list of Theme Attributes:
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.

Source: https://msdn.microsoft.com/en-us/library/dn932133.aspx

Effect of Attributes

We know there are lot of attributes inside this Theme entity, which if we can’t understand their effects, will make our CRM not better, in fact is becoming more and more ugly + weird!
Now, let’s we begin our journey together.

image

Theme Name

Theme Name has only one field inside this section.
Theme Name
Okay, this is just a Name.
Remember, every entity in this world needs a name, that happening also in our Dynamics world, every entity in CRM needs a name! This is for instance identification only, can’t imagine if you create record then you do not name it, you will be confused.

image

Navigation Bar

Navigation Bar has 5 attributes inside this section
Logo
Logo is the one that will replace this CRM fav icon.. In the left side Top navigation.

image
To use your image as Logo, you need to upload it as Web Resource.
image

And here is the effect after you change it.

image

I recommend you to upload an image that height is not more than 48px and if possible, use the  .PNG with transparent BG, otherwise you will get an awkward design or you need to adjust the Navigation BG-Color.

If I use the transparent, I can choose my own Navigation Bar Color easily

image
Logo Tooltip
This is Tooltip for your logo that only appear if you Hover it.
image

Result:

image
Navigation Bar Color
This is the Main navigation color, it was defaulted to CRM Signature Blue Color

image

Now, let’s I change it to Green Color

image
Navigation bar Shelf Color
This setting is for the second layer of top navigation.

image

To make it flashy, I change to pink Color and you will see its difference.

Previously was:

image

Now is..

image

*All customized:

image
Header Color
Header Color is: “The color for header text, such as form tab labels.”

I change to:

image

This will determine the Navigation Text:










This is related to the Form also actually.


image

I change to other Color

image

Once you know its effect, you will be more careful to put your colorizing setting.

UI Elements

Global Link Color
If you notice, current version of CRM will have the link color, like you often defined in your CSS Styling

Previous version

image

CRM 2015 Update 1

image

For the lookup and email, now we can define our own color.

I change the color

image

Result:

image

And also for the Form level

image

In fact, it will affect any hyperlink.
Selected Link Effect
When you select an item or multiple items, you can see the color appearing, like in previous version:

image

Now, you can change its color

image

Result after changing it.

image

*Considering this I think it is not so that less important setting…hehe
Hover Link Effect
Related to previous, but this time, this color will appear only if we hover it on, not when we select it.

image

Now, i change to other color:

image

Result:
image

Not only to record, it also affect the ribbon!!

image
Process Control Color
Short word, it is related to the Business Process Flow

image

Now, I change the color to:

image

Result:

image

Default Entity Color
Remembering in forum that I have been active member, many people asking this feature and I always say, not, it is not possible. Now, I can say, yes, it is!

And what is the feature?

We can change the Entity Color in your sitemap!

Yeah..

And this is just a default one..

image

image

You must see the pink color box

image

When I say just ‘default one’, so yes, can we customize it?

Well, each individual entity, you can also defined, for those who are not defined in the Customization will get the default value, same as Custom Entity, you can change individually the color, please refer to this post.

http://missdynamicscrm.blogspot.sg/2015/05/crm-2015-update-1-sitemap-entity-color.html

image

Result:

image
Default Custom Entity Color
This is same as the previous one, but it is mainly for defaulted custom entity color!

image
Control Shade
This is related your activity when you try to hover a control (not a ribbon, because ribbon is controlled by another setting)

image

Result:

image
Control Border
image

Result:

image

After we know their effects, we might need to be careful to give them color because it can affect your CRM User Interface.

Hope this helps!
Thanks.

2 comments:

My Name is..