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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Adding Rich Text Editor To Letter

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Posted on by 299

Hi,

As you know when creating a email in Dynamics 365 CE v9, you have a rich text editor nice and fancy.

How ever on letter you have that description field but just simple plain text.

Can anyone tell me how could I put that rich text editor to letter also?

And also do we have templates for letter? some text that could be added to the text editor?

Regards,

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Partner,

    You can go Settings > Customizations > Customize the system > Entities > Letter > Form.

    Double-click description field to open Field Properties dialog, navigate to Controls tab and add 'Rick Text Editor Control' 

    8284.pastedimage1629951510361v1.png 6813.pastedimage1629951579979v2.png 

    Save and publish it.

    3443.pastedimage1629951728518v3.png

    Note:

    If you don't find OOB control-- 'Rick Text Editor Control' , you can download PCF Rich Text Control solution in following link, then add it to description field as the same steps as above.

    https://pcf.gallery/rich-text-control/ 

    As you mentioned "And also do we have templates for letter?".

    The template is similar with email template? if so, you can't achieve it.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • z.sam Profile Picture
    299 on at

    Thanks Leah Ju,

    I'm using dynamics 9.0.24.8 on-premises, and I could not import this solution.

    jaguil3ra update RichTextControl

  • Community Member Profile Picture
    on at

    Hi Partner,

    If so, you can refer following link to try with other ways:

    (+) Add Rich Text HTML Editor without any third party solution in ms dynamics 365 9.0 (On premise) - Microsoft Dynamics CRM Forum Community Forum

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • z.sam Profile Picture
    299 on at

    Hello agian,

    Does the "BCC" and "CC" on the letter work like an email and distribute the letter to the users on the "BCC" and "CC" in Dynamics?

    Regards

  • Mark Forde Profile Picture
    20 on at

    Hello, I wish to insert templates into letters too. Did you find a way? I wonder could you add a template lookup field to letter and create a custom bit of JS to retrieve template description?

    Thanks

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