Set up branding and theming

You can create a custom look and feel (a theme), for your app by making changes to the default colors and visual elements provided in your system. For example, you can create your personal product branding by adding a company logo and providing table-specific coloring. The theme colors are applied globally throughout the application.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

You can apply or create a theme in the Sales Hub app by selecting the Settings icon Settings icon., and then Advanced settings > Customizations > Theme. For more information on how to create a theme, apply an existing one, or update the logo, go to Use a theme to create a custom look for your app.

Note

The Advanced Settings page is moving from the web client to an Unified Interface app. If your organization has enabled the public preview of the Advanced settings redirection feature, you’ll see the settings open in the Power Platform Environment Settings app. Find more information about the app and navigation path in Advanced settings in the new experience.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Admin settings overview