Explore settings and customizations

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If you haven't already, it is useful to familiarize yourself with both the Settings sections in the Power Platform admin center and the Dynamics 365 model-driven app. Customizing these settings can change the user experience to more closely match the business requirements of your organization.

Themes

You can create a custom look and feel for your app by making changes to the default colors and visual elements provided in the uncustomized system. Changing the theme is a relatively simple way to brand the model-driven app to match the organization's branding. A theme is created by using the customization tools in the user interface, without requiring a developer to write code. You can create, change or delete themes that are used in your organization. You can define multiple themes, but only one can be set and published as the default theme.

Theming is used to enhance the app user interface, not drastically alter it. The theme colors are applied globally throughout the application. For example, you can enhance the following visual elements in the UI:

  • Change product logos and navigation colors to create product branding

  • Adjust accent colors, such as hover or selection colors

  • Provide entity-specific coloring

  • Logo

  • Logo tooltip

  • Navigation bar color

  • Navigation bar shelf color

  • Main command bar color on the Unified Interface

  • Header color

The easiest and quickest way to create a new theme is to clone and alter an existing theme, then save it, preview and publish.

  1. Go to Settings > Customizations.

  2. Choose Themes, and then choose Dynamics 365 Default Theme.

The following screenshot shows the default theme setup.

Default theme

From here, you can clone the default theme and change the colors. You can also choose a new logo for product. The following screenshot shows the new navigation color.

New theme

You can preview the theme before you publish it. The following screenshot shows the account entity grid with the new highlight color after publishing.

New theme account grid

Add or remove sample data

Sample data gives you something to experiment with as you learn model-driven apps in Dynamics 365, and can help a customer envision what their model-driven app will look like in production.

If sample data isn’t installed on your system, you may want to add it for demonstration and training purposes. Later, when you’re ready, you can remove it.

  1. Go to Settings > Data Management.

  2. Click Sample Data. You’ll see a message that tells you whether the sample data is currently installed.

  3. Do one of the following:

    • Click Remove Sample Data, and then click Close.

    • Click Install Sample Data, and then click Close.