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Sabrina Zimara, DFC Consultants

Conditional Formatting in Microsoft Dynamics CRM 2011 with Outlook 2010

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Did you know that Microsoft Dynamics CRM integrates heavily with Microsoft Office?  It provides you with a powerful set of CRM capabilities right within the familiar Microsoft Outlook client.

Conditional Formatting is a feature that was introduced with Outlook 2010 and can be used when you use CRM for Outlook. Conditional Formatting allows you to make certain items in a list view appear in a different font, size, color, and style.

Here are the steps to utilize this feature with Microsoft Dynamics CRM 2011.  In this example, we are going to find all of the Cold Opportunities and make them Blue.

  1. In CRM for Outlook, click on Opportunities and verify that the view in My Open Opportunities.
  2. Click on the View tab.
  3. Click View Settings.
  4. Click Conditional Formatting.
  5. Click Add.
  6. Enter Cold Opportunities in the Name field.
  7. Click Font.
    1. Choose Blue in the Color drop down.
    2. Make any additional changes to font, style and size.
  8. Click Condition
    1. Click on the Advanced tab.
    2. Click the Field drop down, and select User-defined fields, then select Rating.
    3. In the Condition drop down, choose is (exactly).
    4. In the Value field, type Cold and click OK.

Conditional Formatting is just one feature that can make analyzing your information a little easier.   Microsoft Dynamics CRM incorporates many capabilities from Microsoft Office, Microsoft ERP and other leading solution so you can maximize your investment and increase productivity.

If you’d like to learn more about how Microsoft Dynamics CRM can increase your efficiency, contact DFC Consultants at 800-277-5561 or email [email protected] .

Since 1989, DFC Consultants has been providing accounting software solutions, training and support in our offices in Fargo, Bismarck, and Dickinson, North Dakota. Our passion is to assist clients in meeting their goals with professional services and powerful business solutions.

By Andrea Lange, DFC Consultants,  North Dakota CRM Partner

One Response to “Conditional Formatting in Microsoft Dynamics CRM 2011 with Outlook 2010”

  1. Diane Doucet says:

    I would like to use the Conditional formatting feature in CRM-Outlook for the Accounts. I have followed the instructions in your article (https://www.crmsoftwareblog.com/2012/06/conditional-formatting-in-microsoft-dynamics-crm-2011-with-outlook-2010/) and it worked until I closed Outlook and re-opened. When I open the Conditional Formatting window, the new one that I added has dissapeared and the formatting is no longer applied. Do you know how this can be rectified? (We use Outlook on-premise with CRM Dynamics-cloud 2011. Thank you kindly,

    Diane

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