Microsoft Dynamics® CRM Training
Adjusting Column Headings and Rows
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Adjusting Columns Headings and Rows
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online for Outlook, we can adjust the column headings and rows to our liking. Doing this is a quick and simple process.
In this tutorial, we will change the column headings and row styles, and then adjust other options such as in-cell editing and layout.
These tasks require privileges found in all default Security Roles.
We begin in CRM for Outlook and navigate to Sales > Opportunities. We now see a list of our active Opportunities. If we want to adjust the layout and the style of this View, we click the View tab of the ribbon, and then click View Settings.
The Advanced View Settings window opens. Let’s click the Other Settings button, thus opening the Other Settings window.
The first section is Column Headings and Rows. Let’s say that we’re partial to Calibri font, and we want both the column headings and row text in that font. We’ll click the Column Font button, thus opening the Font window.
We’ll select “Calibri” in the list of fonts, and we’ll select “Regular” in the list of styles. Let’s say that we have trouble reading an 8 size font though, so we’ll select “10” to make it a little bigger. Now click the OK button, thus closing the window.
Let’s apply the same settings to the rows by clicking Row Font. Once we are done, click the OK button to close the Font window.
We have now changed the fonts of the column headings and rows. To the right, we see a few options such as “Automatic column sizing” and “Allow in-cell editing”. Let’s check the Allow in-cell editing box so that we can make edits to the record without even opening it.
As we move down the window, notice the Grid line style dropdown. We can choose the style of the lines that divide the records. Let’s choose “Dashes”.
Finally, let’s say that we prefer a single-line layout, meaning, we want the record name and information in one line. In the Other Options area, uncheck the box “Use compact layout in widths smaller than 100 characters”. Now we’ll check the “Always use single-line layout” option. Now, let’s click the OK button, thus closing the Other Settings window, and then click OK to close the Advanced View Settings window.
The View refreshes and our settings have been updated. That’s how you adjust column headings and rows in CRM for Outlook.
Thanks for watching.