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Tips and Tricks

How to Change an Account or Contact Record Image

Post Author: Joe D365 | December 20th, 2016

If you've ever wondered how to customize images for individual records such as an account or contact, then today's blog is for you! Adding an image to an account or contact record makes that record easily identifiable at a glance. For example, inserting a company's logo into their account record is a great way to associate the company and the brand. In today's blog, we will go through the steps needed to accomplish this personalization. Let's begin!

The default image for an out-of-the-box entity record looks like this:

To make the image change, open a record and then click on the default image. A window will pop up prompting you to upload a custom image for that specific record as shown in the image below:

The result will look something like this:

Looking for tips on changing the entity icon displayed in the solution? We have a blog entry for that as well!

Microsoft continues to enhance the features and platform capabilities of CRM for Dynamics 365. Make sure to check out our webinar on Dynamics 365 and What's in it for Me? You may also be interested in these blogs: Theming Features and Two Tips for Business Process Flows.

Happy CRM'ing!

By Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.