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Microsoft Dynamics CRM (Archived)

How to colour-code view lists on dashboards

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Hi,

I have a requirement to colour-code a list view based on some custom fields. Basically, I need to display contact names in Red if few conditions are true. This view will be used on a custom dashboard. I checked conditional formatting in Outlook but doesn't seem that would help in this case as I need this to happen on a dashboard. (This is for a custom entity).

Any help on this would be very much appreciated.

Thank you.

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  • Verified answer
    Bruno Lucas Profile Picture
    5,421 on at

    There is no supported approach to accomplish that. you would need Javascript or CSS and this is not recommended.

  • Community Member Profile Picture
    on at

    Thanks for the reply Bruno. It is sad to hear that we cannot achieve that.

  • Suggested answer
    Sayhaitokumar Profile Picture
    7,042 on at

    Hi Lavanya,

    It is not supported by CRM.

  • Community Member Profile Picture
    on at

    This ought to be achievable by creating a custom report and then embedding that in an iFrame on the dashboard. Not a trivial job to do, but depends on what skills you have / you have available to you.

  • Community Member Profile Picture
    on at

    Hi Lavanya,

     Please see if this helps?

    I was able to color code records based on priority on the activity summary page. http://xrmadvice.wordpress.com/2014/02/05/conditional-formatting-for-crm-2013-grids-using-actions/

    Regards,

    Jithesh

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