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How to: Brand Microsoft Dynamics NAV Portal Framework Solutions

Microsoft Dynamics NAV 2013

Microsoft Dynamics NAV Portal Framework integrates extensively with the SharePoint branding and provides a comprehensive range of options for customizing the appearance and behavior of Microsoft Dynamics NAV content in the Microsoft Dynamics NAV SharePoint client.

A company typically wants to have their site look different from the standard SharePoint site, and even distinguish between individual sites in the company. Customizing the appearance or behavior of a site in Microsoft SharePoint is referred to as branding, which includes visual aspects such as font and background colors, banners, images, and more. Branding on a site is customized using themes, master pages, and cascading style sheets (CSS). Branding can also include changes to the master page, custom cascading style sheets, and customizations to the Core.css file.

Changing the Theme

The theme is a set of colors, fonts, and graphical elements that provide a consistent appearance to a SharePoint site. A SharePoint site includes several default themes that you can apply to your site to change its appearance. Microsoft Dynamics NAV Web Parts and application pages in the Microsoft Dynamics NAV SharePoint client follow the theme that is applied to the site.

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Applying a theme does not affect the layout or content of your site, nor does it change the theme of pages that were applied a theme by using a web design program that is compatible with Microsoft Windows SharePoint Services, such as Microsoft Office SharePoint Designer 2007.

To change the theme

  1. Open the SharePoint site that you want to change.

  2. On the Site Actions menu, choose Site Settings.

  3. Under Look and Feel, choose Site Theme.

  4. Select the theme that you want.

  5. Choose the Apply button.

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    Microsoft Dynamics NAV Web Parts and application pages will not update to the fonts that are specified in the theme. To change fonts and other visual elements except theme colors, you must change the cascading style sheet (CSS) that is used by the site.

Changing Master Pages and Cascading Style Sheets

Master pages control the appearance and standard behavior for all of the pages in a SharePoint site. To change a master page, we recommend that you install Microsoft SharePoint 2010 Server. By using Microsoft SharePoint 2010 Server, you can access master pages and style sheets directly from a SharePoint site. If you do not have Microsoft SharePoint 2010 Server, then you have to use SharePoint Designer or custom code to change the current master page and style sheets. For more information about master pages, see Master Pages in the MSDN Library.

Before you can modify a master page in Microsoft SharePoint 2010 Server, you must activate SharePoint Server Publishing Infrastructure on the site collection, and then activate SharePoint Server Publishing on the site. After these featured are enabled, you open the existing master pages and then make changes or create new ones using SharePoint Designer. The following tasks describe these procedures in detail.

To activate the Server Publishing Infrastructure for the site collection

  1. Open the SharePoint site that you want to change.

  2. On the Site Actions menu, choose Site Settings.

  3. Under Site Collection Administration, choose Site collection features.

    The Site Collection Features page opens.

  4. For the SharePoint Server Publishing Infrastructure option, choose Activate.

To activate the Server Publishing feature for the site

  1. On the Site Actions menu, choose Site Settings.

  2. Under Site Actions, choose Manage site features.

  3. For the SharePoint Server Publishing option, choose Activate.

To change the master page and style sheets

  1. On the Site Actions menu, choose Site Settings.

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    We recommend that you create a backup of the master page before you modify it.

  2. Under Look and Feel, choose Master Page.

    There are various ways to change a master page and CSS. The following table provides links to SharePoint documentation about master pages and CSS.

    To learn about See

    Migrating existing master pages to SharePoint Foundation

    Upgrading an Existing Master Page to the SharePoint Foundation Master Page

    Customizing SharePoint 2010 Cascading Style Sheets

    How to: Customize Styles

    The general concepts about Cascading Style Sheets

    Style Sheets

See Also

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