#Outlook conditional formatting is notworking code#
Although the examples I am giving below are to Color Code Emails in Outlook, many Email systems have similar functionality and the ability to adjust how messages are displayed in the inbox. This feature is called " Automatic Formatting" in Microsoft Outlook, but may be called "Color Formatting" or "Conditional Formatting" in other Email systems. This is especially useful to help to quickly identify specific messages that meet specific criteria. I highly recommend you make use of conditional formatting so you can easily distinguish important records from the rest in a particular view.You can Color Code Emails in Outlook as an easy way to use visual elements to highlight messages in your Inbox. The conditional formatting will now be applied to our Opportunities view. Note: You can add multiple criteria to the conditional formatting rule.Ĭlick on OK in all windows. After we have configured our criteria, click on Add to List. Select Estimated Revenue as the conditional field, is more than as the condition, and enter 25000 into the value field. This will allow you to select fields from the Opportunity record. In the list of options, select User-defined fields in folder. In the Filter window, click on Advanced and then select the Field drop-down-list. Click on Condition to define the condition to use in the rule. On the ribbon, click on the View tab and click on View Settings.Ĭlick on Conditional Formatting and then click on Add and give the conditional formatting rule a name.Ĭlick on the Font button to select the conditional formatting font style. Here’s how we can configure conditional formatting to match this condition for Opportunities.įirstly, in Microsoft Dynamics CRM 2011 for Outlook, navigate to My Open Opportunities. Notice that the Opportunities with an Estimated Revenue greater than $25,000 are highlighted with red bold text. The screenshot above shows a list of My Open Opportunities in Microsoft Dynamics CRM 2011 for Outlook. It is important to note that the formatting you apply is applied per view. The ability to see important data in a different style allows users to see which records in the system take priority over others. Conditional formatting is only available with Microsoft Outlook 2010.Ĭonditional formatting is useful because users respond better to a visual representation of their data.
Users have control over the styling they want to apply for any records that match the conditions so they can easily view the important records they need to work with. Conditional formatting allows you to define a set of conditions so that certain records in a view stand out from the rest. Conditional Formatting in Microsoft Dynamics CRM 2011 for OutlookĪ cool feature of Microsoft Dynamics CRM 2011 for Outlook is the ability to apply conditional formatting to records in a view.
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