Hello Everyone, If you are looking for customizing the CRM Portal Home Page UI, This article is for you.
For demonstration, Let\’s take a simple example:
Suppose my client requirement is to show different Home Page UI for Anonymous and Authenticated Users – So If an anonymous user visits my portal, he/she should be able to view company image slider and if the user is authenticated then OOB UI should be visible.
So Let\’s quickly understand what we need to do for the same:
Note –Please take a copy of OOB Home Web Template code before start making any changes.
Step 1: Open Home Web Template (Portals > Web Templates > Home)
Step 2: Write Code to check whether user is Anonymous or Authenticated
{% if user %}
User is Authenticated
{% else if %}
User is Anonymous
{% endif %}
Step 3: Paste the below code (or that you had copied as a backup) between the
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.
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10 thoughts on “Customize Home Page in CRM Portal”
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Hi Arpit, nice article, i have a question, we should be able to display data from CRM as Carousel slider or something like that, im having the request to do it with appoinments, display them in the web in a slider… im pretty sure that it is possible, but not sur e if maybe you have a guide about… i think this one is a clue… thanks in advance.
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