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1.  Show & Tell! Post a screenshot of how you make a field stand out

Posted 15 days ago
I struggle with the limitation of making a particular field prominent, or stand out from the rest. If I could put a background color behind a text field, or highlight it in some way, I would.

Since I can't do that, I'd love to see how others have chosen to make a very critical piece of data on a record stand out. Do you just get clever with white space? I'm on 365 online.

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Brooke Browne
Marketing Director
Smartbridge
Houston TX
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2.  RE: Show & Tell! Post a screenshot of how you make a field stand out

SILVER CONTRIBUTOR
Posted 14 days ago
If you set the field as business recommended, you get an asterisk next to it.

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David Craig
Dynamics CRM Application Specialist
Blue Cross Blue Shield of Kansas City
Kansas City MO
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3.  RE: Show & Tell! Post a screenshot of how you make a field stand out

Posted 14 days ago
Edited by Holly Olson 14 days ago
​I've put a field in it's own section or it's own tab. I then used the section header or tab header label for the added emphasis or additional notes.  (This was used to add additional notes for a field).

We have also used a web resource that displays a message next to field(s) that need special attention.



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Holly Olson
Magnetek, Inc.
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4.  RE: Show & Tell! Post a screenshot of how you make a field stand out

Posted 11 days ago
You can change font, weight, color in an unsupported way, which is not recommended.

And depending on what you try to achieve, if what you want is to make sure people see the info, consider using notification
Form and Fields Notification in Dynamics 365 Part 1


Also, this may work for you - http://dynamicscrmcoe.com/color-crm-fields/



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Jack Yin
CRM Consultant
Encore Business Solutions
Burnaby BC
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5.  RE: Show & Tell! Post a screenshot of how you make a field stand out

TOP CONTRIBUTOR
Posted 10 days ago
I think it also depends on the type of field it is. If the field is a System field, like Status, then I usually put these in the Header (or Footer). If the field is one they interact with and need to update, then the other suggestion would work fine.

What about Business Rules? If the field is that important to require attention, then a Business Rule to make it required based on another field's value would force the user's attention to the field.

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Aaron Back, MCP
Sr. Microsoft Dynamics 365 (CRM) Consultant
www.acemicrotech.com
_______________________________________
CRMUG Board Member
CRMUG Chapter Leader - Cincinnati, Ohio
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6.  RE: Show & Tell! Post a screenshot of how you make a field stand out

GOLD CONTRIBUTOR
Posted 10 days ago

Brooke

Your best bet if you want fancy UI elements is to use css. Css won't interfere with any native crm functionality, it works like a "mask".

https://css-tricks.com/snippets/css/glowing-blue-input-highlights/

https://css-tricks.com/improved-current-field-highlighting-in-forms/

Cheers!



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Rex Tan
Programmer
The Davey Tree Expert Company
Kent OH
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7.  RE: Show & Tell! Post a screenshot of how you make a field stand out

Posted 10 days ago
Thanks all! These are great suggestions. I'm starting small and just need to put a locked text field near the top that will identify if an account is a part of our account based marketing strategy.
I may try a couple of these techniques and see how it works out. I suspect when we update to 9.0 the October update, it will mess with anything I do if its too customized.

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Brooke Browne
Marketing Director
Smartbridge
Houston TX
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