As CRM consultants sometimes we get requirements for visually appealing representation of data in CRM Grids. For example, sometimes we have to cater to requirements like “High” Priority cases should appear in “Red” color, or like high gross revenue opportunities should appear highlighted in the Grid.

These requirements can be handled in Outlook as CRM provides conditional formatting in Outlook Grids. But, a majority of these requirements come for a connected system point of view. Like a Sale Screen or a Case grid which refreshes each time an agent resolves a case.

This solution caters to all the points stated above.

 

FormattedCRMGrid

Last edited Dec 18, 2014 at 12:34 PM by bohnnie, version 3