Before we get to that, we are going to upload some differing icons as an example to be used on an entity. Once you have all the web resources and entities loaded, you can then assign icons to entities in a few clicks. Press the button “Load Entities and Images” located at the top of the window to pull in all your icons from your Dynamics CRM instance. In the first instance, this will appear empty. If you have established a connection successfully, you will be presented with the Iconator window. Insert something suitable and click "Finish" Once you have successfully established a connection, you will be prompted for a memorable name to be used for this connection. If you already have a connection setup, then select your connection name and skip over these steps, otherwise Click “Yes” on this box, as we want to connect to the Dynamics CRM instance in order to manage our icons. Once you have selected this, you will be asked if you want to establish a connection to an organisation. Scroll down the list and locate the helper named “Iconator” as highlighted below and select it. Once you have the application opened, you will notice in the first instance that you will be presented with an overwhelming list of helper tools. The latest version to date is v.1.2016.3.30. To get started, head over to download the latest version of the application. In this blog we will be focusing primarily on the updating of icons inside Microsoft Dynamics CRM. XRMToolbox is a free application that contains a vast array of tools and helpers used to customise and maintain your Microsoft Dynamics CRM instance. Despite this working well, there is however 3rd party tools available which simplify the process such as XRMToolBox. In one of our previous blogs “ Updating Icons in Dynamics CRM”, we discussed updating icons manually inside Dynamics CRM using the built in feature inside the “Settings” option.
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