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