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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Rich text editor in Dy...
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Rich text editor in Dynamics CRM case timeline

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Posted on by Vincenzo 50

Hi,

Is there a way to manage a Portal Comment description text using Rich Text editor?

I'm able to set the description field with a Rich Text Editor in "New Portal Comment" form:

pastedimage1669374457314v1.png

but the text created using Rich Text Editor is not visible with same format in Timeline:

pastedimage1669374553677v2.png

  • Dynamics_User07 Profile Picture
    Dynamics_User07 125 on at
    RE: Rich text editor in Dynamics CRM case timeline

    Please mark it as verified if  you liked my solution

  • Vincenzo Profile Picture
    Vincenzo 50 on at
    RE: Rich text editor in Dynamics CRM case timeline

    Thanks for your suggestion Dynamics_User07 I've solved changing the type of standard Portal Comment Description field with "Rich Text"

    pastedimage1669634494335v1.png

  • Vincenzo Profile Picture
    Vincenzo 50 on at
    RE: Rich text editor in Dynamics CRM case timeline

    Hi,

    I can create a new Multi line text field as "Rich Text" (Eg. Description_RT) on Portal Comment table, but how can I change the field (from "Description" to "Description_RT") in Case timeline?

    Moreover, I have no way to change the form "Add Comment" in the Portal, so I can't change the description field within: 

    pastedimage1669633807823v1.png

  • Dynamics_User07 Profile Picture
    Dynamics_User07 125 on at
    RE: Rich text editor in Dynamics CRM case timeline

    https://www.inogic.com/blog/2022/06/create-rich-text-format-single-line-text-and-multiple-line-text-fields-in-the-powerapps/

    Login into power apps and change the format as suggested in the link. I Hope it helps.

  • Vincenzo Profile Picture
    Vincenzo 50 on at
    RE: Rich text editor in Dynamics CRM case timeline

    Hi,

    Yes the RichText for timeline is enabled, but unfortunately this check works only for notes and not for Portal Comments

    Regards

    Vincenzo

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Rich text editor in Dynamics CRM case timeline

    Hello,

    Check if the ReachText for TimeLine settings is enabled in System Settings - dynamics-chronicles.com/.../dynamics-365-how-enable-rich-text-notes-timeline

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