Edit Style/Layout of CRM Portal Login Page.

I have been seen lot of folks asking about how to make changes in OOB pages of CRM Portal like Sign In, Forget Password, Reset Password, Redeem Invitation Page etc.

Here are the few articles of Adxstudio Community where people are querying about the same :

https://facebook-community.adxstudio.com/forums/adxstudio-portals/05798180-d7fe-e311-80cd-00155dc0a3d4

https://community.adxstudio.com/forums/adxstudio-portals/05798180-d7fe-e311-80cd-00155dc0a3d4

https://community.adxstudio.com/forums/adxstudio-portals/eac043dc-8caf-e211-b55d-00155d423218

So today in this article I am going to discuss the steps to achieve the same without writing server side code.

As we all know that Microsoft has put significant investment into both improving the stability of the existing features and adding new capabilities and features like CRM Portal in Dynamics CRM 365.

You might have come across the requirement to make changes in OOB pages (as mentioned above) of CRM Portal without having access on server side code.

In Adxstudio On-Premise you had option of Portal server side code through which you could have play around with it, but in case of Adxstudio Online and CRM Portal you do not have access of server side code then in this case how you can edit or change Style/Layout of Portal OOB pages.

Here are the few steps through which you can change the style and layout of portal OOB pages without having access of server side code::

Step 1 – Copy the Sign In page Url of Portal and note it somewhere.

Step 2 – Login with Administrator account on Portal or login with user having administrator privileges

Step 3 – Now hit the Sign In page Url (which you have copied in Step 1) in another or same tab.

By doing this, Sign In page will get opened in Editable mode, Now you can make changes whatever you want.

Interesting thing is that, as soon as you make changes in Sign In page and Save it from outside, Portal creates a new record in \’Content Snippet\’ entity in CRM.

Step 4 – Open this record in CRM, and you can write your own and edit the existing HTML.

In the same way you can edit the style/layout of other pages of CRM Portal.

Hope this article will help someone. Please feel free to share your feedback,

Published by arpitpowerguide

My name is Arpit Shrivastava, who is a Microsoft MVP in the Business Applications category. I am a Microsoft Dynamics 365 and Power Platform enthusiast person who is having a passion for researching and learning new things and acquiring immense knowledge. I am providing consistent help, support, and sharing my knowledge through various Social Media Channels along with my Personal Blog, Microsoft Community, conducting online training and attending various 365 Saturday Events worldwide and sharing the best Solutions to the readers helping them achieve their goals and objectives in Customer Relationship Space.

8 thoughts on “Edit Style/Layout of CRM Portal Login Page.

  1. Hello Arpit,Thanks for wonderful post. I am working on Dynamics 365 portal, where Registration page has customized with addition fields (First Name, Last name, City etc.). I want to modify the respective JS validation code for new fields. In CRM I am not able to find the respective code, I checked all the content snippet but I didn’t find the code. When I ran Portal and debug in browser using developer tool I can see the custom JavaScript code. But didn’t find it in CRM even I didn't find the Account/Registration/PageCopy Content snippet. Please suggest.Let me know if further details are required.Best regards,Girish SoniGirish.soni@yahoo.com

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  2. Hi Arpit,Thanks for the amazing post.I am using MS Dynamics Marketing event portal.I want to customize the app in such a way that on click of Signin it should not redirect to sign in page but a different 3rd party SAML Integration url where SSO is enabled.Basically i want to change the onclick functionality of Sign in button.Is this possible ?If yes then How?Best Regards,Monika

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  3. I want to remove footer from login page but that footer should not be removed from other pages. Is there a way to do this? I can remove footer content by admin login but that removes footer text from all pages. I cannot add css/jquery to hide footer by logging in with admin.

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