Applying Theme in Portal in Dynamics 365


Suppose we have the below portal configured whose theme we would like to change.

As Portal is based on Bootstrap framework, we can apply any of free bootstrap themes to it.

Go to the below site which offers few free themes.

https://bootswatch.com/

Here we have download the Cerulean theme’s bootstrap.min.css file.

Now inside the portal home page, create a new child file

Name the file as bootstap.min.css

Basically, this creates a web file in CRM that has the bootstrap.min.css file associated as notes attachment to it. (with Home page as the parent page)

Refresh the portal to see the changes

Another way of doing the same is create a new web file or update the bootstrap file attached as attachment to notes in the existing web file.

Download a new theme file.

Delete the existing attachment and upload this newly downloaded theme file.

Refresh the portal.

The theme here gets applied to all the child pages of Home. If we want a different theme for any of the child pages, we can repeat the same step.

For e.g. we want a different theme to be applied to Blog and its child pages. For this we will create a new child file, upload the theme file.

On clicking on any of the child pages of the Blog we can see the new theme applied only to its child page.

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

8 thoughts on “Applying Theme in Portal in Dynamics 365”

  1. I’ve done these exact steps but the Customer Portal will not change, and by the way you have a small typo in this step, missing the “r” “Name the file as bootstap.min.css”

    Liked by 1 person

  2. Hello Nishant. I followed the same steps but the new bootstrap file is behaving unexpectedly. Now I am not able to see the menu items on my home page now. Can you please suggest what should I do to get back my menu?

    Like

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