Download Iconator and enjoy it on your iPhone, iPad, and iPod touch. If you would like to try out Dynamics CRM, we offer a 30 day free trial.While Apple occasionally slaps a fresh coat of paint on your Home screen’s app icons, the grid-centric Home screen functionality has remained mostly unchanged since the very first iteration of iOS. Alternatively, you can visit C2’s Video Tutorial page. If all has worked well, you should now be able to log-in to your Dynamics CRM and view the icons you have uploaded.įor further information, please Contact Us to discover more on customising your Dynamics CRM. Most importantly, once you have made all relevant changes and are satisfied with everything, press the “Apply and Publish” button which is located at the top of the window to update these changes back into your CRM. This allows you to preview which icons are assigned to each individual entity when clicked. It is worth noting that the “Current icons” panel located at the bottom left of the window. Once you have selected the icon you would like to use, simply press the “Map” button to apply this. Now that we have the icons uploaded and everything is in-place, we can quickly update the icons for entities by selecting the relevant entity name on the left hand side, followed by selecting the appropriate icon within the web resources panel on the right hand side. You can select multiple images using the toolbox, which is a real time-saver in comparison to adding each one individually through CRM itself as per our previous blog. Select the “Add Image(s)” button located at the top of the window.įrom the popup window you can now select all of your images and press “Create web resources with selected images” to upload them directly as a web resources into Dynamics CRM. Before we get to that, we are going to upload some differing icons as an example to be used on an entity. Once you have all the web resources and entities loaded, you can then assign icons to entities in a few clicks. Press the button “Load Entities and Images” located at the top of the window to pull in all your icons from your Dynamics CRM instance. In the first instance, this will appear empty. If you have established a connection successfully, you will be presented with the Iconator window. Insert something suitable and click "Finish" Once you have successfully established a connection, you will be prompted for a memorable name to be used for this connection. If you already have a connection setup, then select your connection name and skip over these steps, otherwise Click “Yes” on this box, as we want to connect to the Dynamics CRM instance in order to manage our icons. Once you have selected this, you will be asked if you want to establish a connection to an organisation. Scroll down the list and locate the helper named “Iconator” as highlighted below and select it. Once you have the application opened, you will notice in the first instance that you will be presented with an overwhelming list of helper tools. The latest version to date is v.1.2016.3.30. To get started, head over to download the latest version of the application. In this blog we will be focusing primarily on the updating of icons inside Microsoft Dynamics CRM. XRMToolbox is a free application that contains a vast array of tools and helpers used to customise and maintain your Microsoft Dynamics CRM instance. Despite this working well, there is however 3rd party tools available which simplify the process such as XRMToolBox. In one of our previous blogs “ Updating Icons in Dynamics CRM”, we discussed updating icons manually inside Dynamics CRM using the built in feature inside the “Settings” option.
0 Comments
Leave a Reply. |