Step 1: Customize the Category Entity

“Category” is an entity that you will find in your D365 entities.  It is used to hierarchically organize KB’s in a tree like structure for portals.  You will need to add one field to Category to support an image for the tiles on the homepage.

1. In your Dynamics 365 instance go to Settings -> Customizations -> Customize the System.  This will open Solution in a pop-up window.
    
   

   If you have never seen this screen before please, read The CRM Book as you can change almost anything about your Dynamics instance from this screen.

   1. 1.  
2. Expand Components → Entities → Category and select “Fields”. This is where we need to add a new field to store the image.
3. Set the fields as follows:
   • Display Name: Image Url
   • Field Requirement: Optional
   • Data Type: Single Line of Text
   • Field Type: Simple
   • Format: URL
   • Maximum Length: As Needed
     
     You cannot add a field type of “Image” to the entity because it is a system entity. This is why I opted to use one of my websites to host the necessary images and I will just pull them in via the html as necessary.
4. “Save and Close” the new Field
5. On Components → Entities → Category select “Forms” and Edit the “Portal Category” Form.  Since we added a field we need an easy way to edit this data inside of Dynamics.  From the Field Explorer drag “Image Url” into the General Section.  I just put it at the end.
   
6. Save and Publish your changes. Your organization can now assign images to categories.