Custom Welcome Screen in Dynamics CRM

Question

I Want to Show custom welcome screen when a user logs in to Dynamics CRM 2016.
I searched and i just got how to disable welcome screen tour but i couldn't find how to show my own custom screen (message or HTML).

Any help is appreciated.

Thanks

Answer 1

Make a dashboard with a single large HTML web resource.

Place your content inside that HTML web resource.

Set that dashboard as the default for new users. Display a specific dashboard by default for a specific user role

Answer 2

You can also add your welcome page as HTML web resource, add its link to your sitemap and set this sitemap subarea as a default tab for every user.

EDIT (detailed description):

1. Create custom HTML web resource and publish it in CRM.

2. Edit your sitemap to contain link to newly created web resource. Sample configuration below:

Sample

In my case my web resource HTML name is "new_welcome.html"

3. Go to user's personal options and set your new site.map position to be your user's default tab. You may do this with CRM interface (separately for every user :()) or with the tools for personal options mass update (for example with User Settings Utility from XrmToolBox)

Sample results of above mentioned operations:

Answer 3

Solution of you problem is Announcements.

Its easy to configure and easy to circulate the information across all the users.

Follow the below links for more information about Announcement,

https://www.microsoft.com/en-us/dynamics/crm-customer-center/broadcast-announcements-to-an-entire-organization.aspx

Answer 4

I would suggest not to use announcements because of the following reasons:

1. It is legacy functionality from CRM 2011 version.
2. It does not support rich text formatting or html components, images, etc.
3. You still need to create custom web resource to present it to the end user (so from the work effort perspective it also does not make sense)