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Monday, July 09, 2007

How to brand your CRM implementation

Warning: unsupported (but minor) customizations ahead!

This is something we use in our development environments to quickly identify the client associate with the implementation, but is also a simple way to brand a production installation of Microsoft CRM:

image

To add a logo follow these steps:

  1. Open the bar_top.aspx file in the <Microsoft CRM Web>\_root folder using a text editor
  2. Replace the table with the class stdTable stageContextBar with the following:
    <table class="stdTable stageContextBar" cellspacing="0"
    cellpadding="0">
    <tr>
    <td class="bar">
    <nobr id="tdStageContextBar">
    <%HttpUtility.HtmlEncode(stageContextBarTitle, Response.Output);%>
    </nobr>
    </td>
    <td align="right">
    <img src="../_imgs/logo.png" />&nbsp;
    </td>
    </tr>
    </table>
  3. Copy an image file to the <Microsoft CRM Web>\_imgs folder (in the example above the image is named logo.png).

If you wish you can specify the image dimensions in the HTML, as well as add a title for the mouse over.  That's it.  Nothing fancy, but it gets the job done ;-) 

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