
This is a big shout out to Megan Walker who wrote a nice article about Using Emojis in Optionsets with Dynamics 365 which is well worth checking out.
It reminded me of something we’ve been doing on some Entity Forms for a while to make things more visual.
Dynamics 365 forms can be an uninspiring place. Using emoji on Field Labels to more clearly define Addresses, Phone Numbers etc is an easy way to spice things up. I’m a firm believer that we are ‘visual creatures’, and our brains respond much faster (in relative terms) to images.
I’ve mostly just searched Google for “text symbol” and “phone” or anything else I’d like.
There are huge libraries of these around, but I try to keep it simple.
Getting it done
To add these is very straightforward for someone with sufficient System Customizer or System Administrator privileges.
Editing the Entity Form:
Double-clicking on the field will open the Field Properties.
From the Details Tab we can change the Form Label:
**It’s worth noting that you can edit the Form Label on an Entity Form independently of the actual Field Display Name itself in the database.
If you only edit the Form Label then the change will only display on the Form. If you wish to have the emoji/symbol appear all over the System you may need to do both.
On the Details Tab, click through to Edit the Field itself and change the Field Display Name:
We can open up the default solution (via System > Customizations > Customize the System), or any Solution that contains your entity, and edit the Fields from here also. This won’t change the Form Labels for the fields if they are already present on a Form. Also note that by changing the Display Name we are not going to cause any issues for Javascript/Plugins that may have been written to manipulate these fields, as they would refer to the “Name”.
Wrapping Up
If you’ve added the symbol to the Field Display Name (not just on the Form Label) then it also carries over to other areas of the system. eg. Views/Subgrids:
The column headers include your symbols, once again making them visually stand out.
…and Export To Excel:
I’ve not had any issues re-importing data with these symbols contained in headers.
Anything that can improve the visual impact, and ease-of-use in Dynamics 365 is a good thing in my book.
Yes! Emojis are taking over! Love this, great way to help with user adoption and overall recognition throughout the system. Very good article. Thanks for the link at the top!
[…] was all about emojis. Once you know how, they are so easy to incorporate in to option sets and field labels. Another way to provide visual queues and prompts to users is to use animated gifs. I’m not […]
Hi,
this truly spices the forms up to a new level,
How did you create the “Age & Next birthday” emoji field in the pageheader..? css styling or….
Thanks Lars.
That “status” bar element is a custom HTML Web Resource and it is pulling the data off the form. I have some calculated/rollup fields that generate the data, but I just represent it with HTML/CSS in a nice summary at the top of the form. In fact, this was in the older Web Interface and I placed the web resource inside the HEADER of the form. In newer Unified Interface we would have moved this to the normal body area of the Form as the Header behaviour is different now. Dan
Hi,
Thank you for sharing this nice way to pimp our forms.
You have an “Age & Next birthday” field in the page header. How did you get that emoji in there…?