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Changing color of a record in MS CRM 2011 RRS feed

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    Hi,

    I have a requirement in MS CRM 2011. If a customer is dissatisfied with the case service then the color of the record must change dynamically to red ie it must be highlighted in the view(Account/contact) so that user can easily identify that customer is dissatisfied. I read through blogs that in MS CRM 4.0 this can be achieved in the grid level. How can it be done in MS CRM 2011.

    Please share your suggestions.

    Regards,

    Ravi

    Monday, April 18, 2011 10:11 AM

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    CRM 2011 has integrated a new page object model that is more specifically designed for CRM.  It does offer some greater functionality in some areas, but one of the big reasons for this also was to lock down and prevent these types of unsupported customizations.  Whenever you play with the styles and forms within CRM it creates a difficult scenario for Microsoft as many times an upgrade or a rollup can replace the forms or change certain dynamics of the page functionality. This often times mean that people aren't happy when their unsupported types of customizations break or are simply overwritten.

    The only supported way would be to create a separate application thta provides this grid and you could expose using it in an Iframe that would utilize the CRM web services and/or cross-frame Jscript.

    Here are links to the SDK to examine this option further.

     

    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

     

    Jamie Miley
    http://mileyja.blogspot.com
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    Monday, April 18, 2011 2:08 PM
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    Hi Ravi,

    Your users could use the Outlook 2010 CRM client and use conditional formatting to highlight dissatisfied accounts/contacts.

    If the Outlook client isn't an option then I would steer clear of unsupported changes, the pitfalls of which Jamie has mentioned. Try to make use of views, charts and dashboards to give users visibility of 'Dissatisfied' customers. Also point out that solely using colour to highlight records isn't very good if a user is colour blind.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, April 18, 2011 9:58 PM
    Answerer

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    CRM 2011 has integrated a new page object model that is more specifically designed for CRM.  It does offer some greater functionality in some areas, but one of the big reasons for this also was to lock down and prevent these types of unsupported customizations.  Whenever you play with the styles and forms within CRM it creates a difficult scenario for Microsoft as many times an upgrade or a rollup can replace the forms or change certain dynamics of the page functionality. This often times mean that people aren't happy when their unsupported types of customizations break or are simply overwritten.

    The only supported way would be to create a separate application thta provides this grid and you could expose using it in an Iframe that would utilize the CRM web services and/or cross-frame Jscript.

    Here are links to the SDK to examine this option further.

     

    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

     

    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Monday, April 18, 2011 2:08 PM
    Moderator
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    Hi Ravi,

    Your users could use the Outlook 2010 CRM client and use conditional formatting to highlight dissatisfied accounts/contacts.

    If the Outlook client isn't an option then I would steer clear of unsupported changes, the pitfalls of which Jamie has mentioned. Try to make use of views, charts and dashboards to give users visibility of 'Dissatisfied' customers. Also point out that solely using colour to highlight records isn't very good if a user is colour blind.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, April 18, 2011 9:58 PM
    Answerer
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    Thanks Jamie and Rob for the valuable inputs

    Regards,

    Ravi

    Tuesday, April 19, 2011 8:18 AM