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Microsoft Dynamics CRM (Archived)

Adding rich text to Appointment Description field (like the description field of E-mail)

Posted on by Microsoft Employee

In the appointment entity there is a description field which we are using in our Dynamics 365 online. We would like to create the appointment with some kind of HTML / Markup (bold text, images, etc.). However the description field of the appointment entity doesn't have rich text. Can I add it to the description field somehow? The description field of the email entity is like it should be.

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  • CRMshare Profile Picture
    CRMshare 55 on at
    RE: Adding rich text to Appointment Description field (like the description field of E-mail)

    As of today, this is possible but I doubt if you would like it, depending on the scenario you are using it. Please bear in mind, that it does add some html to the context, if ever ADF or other analytics shall be run on it...

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    Result 1: Pros

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    Result 2: Cons

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  • MaKeer Profile Picture
    MaKeer on at
    RE: Adding rich text to Appointment Description field (like the description field of E-mail)

    There is one more solution which is enabling OrganizationSettings, please refer docs.microsoft.com/.../enable-rich-text-experience

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Adding rich text to Appointment Description field (like the description field of E-mail)

    There are several html editor controls that you can use (such as TinyMCE or CKEditor. The Editor in Dynamics CRM 9 (UUI) for example is CKEditor.

    You would basically add it to the form and hide the regular description field. You would need to add code to you form that when changes happen on the web resource (on lost focus for example), they get written into the hidden description field. On the load event of the form, you would need to take the data from the description field, and populate the html control.

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding rich text to Appointment Description field (like the description field of E-mail)

    But how does the html text in the string field end up in my appointment description? When I type html text into the description field of the appointment, like <b>Hello</b> then the description of the appointment in my outlook shows just that, instead of Hello word in bold --> Hello

  • Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Adding rich text to Appointment Description field (like the description field of E-mail)

    Hi Nicolas,

    I think you need to build this custom control by yourself.

    You can try to create an IFrame that hosts the rich text control and then save this data as an HTML in a String field in CRM.

    Hope this helps,

    Radu

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