Our passion is to assist clients in meeting their goals with professional services and powerful business solutions. Since 1989, DFC Consultants has been providing accounting software solutions, training and support in our offices in Fargo, Bismarck, and Dickinson, North Dakota. If you’d like to learn more about how Microsoft Dynamics CRM can increase your efficiency, contact DFC Consultants at 80 or email. And I can't figure out a formula to add the text automatically at all. I've managed to set up conditional formatting for one due date column only, and then only the cell with the due date, but not all past dates are highlighted for some reason. Microsoft Dynamics CRM incorporates many capabilities from Microsoft Office, Microsoft ERP and other leading solution so you can maximize your investment and increase productivity. I also want to set up conditional formatting to highlight that row. In the Value field, type Cold and click OK.Ĭonditional Formatting is just one feature that can make analyzing your information a little easier.In the Condition drop down, choose is (exactly).From the Conditional Formatting window, select the Add button. Click the Field drop down, and select User-defined fields, then select Rating. Located in the bottom left of the Outlook screen, icons for the different Outlook apps.Make any additional changes to font, style and size.Enter Cold Opportunities in the Name field.In CRM for Outlook, click on Opportunities and verify that the view in My Open Opportunities.In this example, we are going to find all of the Cold Opportunities and make them Blue. Here are the steps to utilize this feature with Microsoft Dynamics CRM 2011. Conditional Formatting allows you to make certain items in a list view appear in a different font, size, color, and style. TempPath = ActiveWorkbook.Path & "\" & ActiveWorkbook.Did you know that Microsoft Dynamics CRM integrates heavily with Microsoft Office? It provides you with a powerful set of CRM capabilities right within the familiar Microsoft Outlook client.Ĭonditional Formatting is a feature that was introduced with Outlook 2010 and can be used when you use CRM for Outlook. Public Sub sendMail(ByVal mail As String, name As String, Msht As Worksheet, CCmail As Integer, CCperson As String) You need to apply HTML format to the body of the email: Dim body_ As String Body = "bla bla" & "bla bla bla" & & Msht.Range("M2").Font.Bold & Body = Msht.Range("N2") Insert document information (properties) in your document body or headers and footers. Apply field switches to change how the field result appears on the page. TempPath = ActiveWorkbook.Path & "\" & ActiveWorkbook.name Insert the name of the file (FILENAME) with the path or not. Sub sendMail(ByVal mail As String, name As String, Msht As Worksheet, CCmail As Integer, CCperson As String) I want every line in the body of the email to be separate.
for now - in runs me an error of object required, i'll be thankful for help. I want to change the body of the email - some of it will be based on a cell with text so it could be dynamic and some will be fixed in the code. I have useform that sends emails automatically.
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