We’re just going to use a simple example here and have it look for messages that were sent by “Rob Woodgate” and contain the word “Outlook” in the Subject field. The Filter window lets you decide on the condition, or conditions, that the mail has to meet to be formatted. Give your rule a name and then click the “Condition” button. A new rule called “Untitled” will be added to the list. In the Conditional Formatting window, click the “Add” button. You can turn default rules off though, by unchecking them in the “Rules for this view” list. You can’t delete default rules, or move the order around, or change the conditions for the rule. With the default rules, you can only change the font. If a message meets the conditions of both rules, the font will be changed to green because that rule is higher up on the list-the rule which sets the font to red is ignored. How does this work in practice? Let’s say you have two rules, one at the top of the list that changes the font to green, and one lower down in the list that changes the font to red. Rules higher up on the list take precedence over rules lower down. Outlook applies rules in order from the top of the list.
When that rule is activated, Outlook uses the bold, blue, 11-point Segoe UI font to display it. In the default rules, for example, the “Unread Messages” rule is activated when a message is marked as unread. The “rules” are the conditions that a message has to meet for Outlook to apply the formatting. For example, you can see that “Unread messages” are displayed in bold, blue Segoe UI font with a size of 11 points. The items displayed in the “Rules for this view” list are the default rules that come with an un-customized folder view. If you would like to learn even more about The TM Group and Microsoft Dynamics CRM for your success, please contact, or call brings you to the Conditional Formatting window that you’ll be using to set up different rules for how messages are formatted. The conditional formatting will now be applied to the Open Opportunities view. Note: You can add multiple criteria to the conditional formatting rule.ħ) Click on OK in all windows. After we have configured our criteria, click on Add to List. This will allow you to select fields from the Opportunity record.Ħ) Select Estimated Revenue (number) as the conditional field, is more than as the condition, and enter 5000 into the value field. Click on Condition to define the condition to use in the rule.Ĥ) In the Filter window, click on Advanced and then select the Field drop-down-list.ĥ) In the list of options, select User-defined fields in folder. Note: The formatting you apply is applied per view.īelow are the steps for configuring the Open Opportunities view in Microsoft Dynamics CRM for Outlook with Estimated Revenue greater than $5000 in purple bold text:ġ) In Microsoft Dynamics CRM 2011 for Outlook, navigate to Open Opportunities. On the ribbon, click on the View tab and click on View Settings.Ģ) Click on Conditional Formatting and then click on Add and give the conditional formatting rule a name.ģ) Click on the Font button to select the conditional formatting font style and choose the color purple from the drop down. The ability to see important data in a different style allows users to see which records in the system take priority over others. You can also set the color and font on these so that the accounts that match the criteria setup are then displayed in a specific way and are quite remarkable for data visualization.Ĭonditional formatting is useful because the data is then shown in a way that really makes it become more noticeable, for example when forecasting: opportunities with overdue dates can be displayed in red and italics, soon to close opportunities in green and bold. Conditional formatting is available when using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Add-in and is an outstanding tool for power Outlook users! With conditional formatting, you specify the definite benchmarks and criteria for those records you need displayed differently within that view. One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook
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