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CRM 2011: ability to highlight CRM records RRS feed

  • Question

  • Hi.

    I see in many articles describing  new CRM 2011 features :  "The ability to highlight and flag CRM records".

    Is this feature available only via CRM for Outlook?

    Thanks


    Lana Feldman

    Tuesday, April 3, 2012 8:40 PM

Answers

  • Hi,

    If you are referring to conditional formatting to change the colour of records in a view and flagging records by right clicking on them then yes, these are both features of the Outlook client.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Tuesday, April 3, 2012 9:16 PM
    Answerer

All replies

  • Hi,

    If you are referring to conditional formatting to change the colour of records in a view and flagging records by right clicking on them then yes, these are both features of the Outlook client.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Tuesday, April 3, 2012 9:16 PM
    Answerer
  • hi,

    i ve a question too.

    and anm i right that everyone has to make the setttings for that cond.formating  in his own outlook .... i mean there is no chance to bulk update this settings via crm solutions at everzy user, cause therse are no crm sttings. they are in outllook.

    thx greets pit 

    Wednesday, April 4, 2012 6:20 AM
  • Hi,

    If a user shares a conditionally formatted personal view, then it should also appear as conditionally formatted for the users it is shared with. You can't apply conditional formatting to system views though unfortunately.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Wednesday, April 4, 2012 6:47 AM
    Answerer