Click on Font and select the color and font size Next, I’m going to set the formatting – I want bold records where the Contract Renewal Date is This Month, and Change the Color to Green.ġ2. In this example, I’m going to select the ‘Contract Renewal Date’ field, then set the Condition for This Month. In the Microsoft Dynamics CRM 2011 Outlook Client,ħ. This is where conditional formatting in Microsoft Outlook can help you. (You could also create a new System View that displays All Companies That Have a Contract Renewal Date This Month, or even a Workflow that sends you an email notification.) But in this example, I would like to bring attention to my Companies that have a Contract Renewal Date in the month of August.
On my Company form, among other things, I track my clients' Contract Renewal Date. In my CRM I have a list of my Companies-let's say I have over 10,000 records. How do we set Conditional Formatting in Dynamics CRM 2011? Let’s look at an example first, then go through the steps. Have you ever asked yourself the question “Is it possible to ‘highlight’ or ‘bold’ certain records in CRM, or make records stand out from one another?” You can by defining Conditional Formatting rules. One handy feature often overlooked is conditional formatting in Dynamics CRM 2011 Outlook Client.
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