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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Rich Text HTML Email/E...
Microsoft Dynamics CRM (Archived)

Rich Text HTML Email/Email Template Editor in Dynamics CRM

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Posted on by Nithya Gopinath 17,074

Hi everyone,

How to add rich text html to email/email templates in MS Dynamics CRM 2016 Online? Is it a Out-Of-Box feature or should I download an HTML editor for the same? 

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  • JF-10101129-0 Profile Picture
    JF-10101129-0 2 on at
    Rich Text HTML Email/Email Template Editor in Dynamics CRM
    If I create a template by the new Email Editor that contain dynamic fields, I get a strange behavior for sent emails.
     
    When I look at the sent emails in Microsoft Outlook, dynamic fields in the text area are shown as completely filled in, but in the overview list of emails in the mailbox on the left side, the dynamic fields are still shown as unfilled placeholders. Microsoft does not seem to be using HTML email data here, but rather plain text.
     
    So there seems to be a problem in the advanced email editor that dynamic text fields are not correctly transferred to the non-HTML area of ​​the email.
     
    Can anyone tell me how to solve this?
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi Nithya,

    If you are looking for an email editor for Dynamics 365 CRM which allows you to create responsive email templates using the Drag and Drop functionality. Then you should have a look at the link below.

    Drag and Drop Email Template Builder for Dynamics 365 CRM: www.solzit.com/.../

    Video Link: www.youtube.com/watch

  • Suggested answer
    LMP Profile Picture
    LMP 676 on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi,

    You can check this one created by Paul Nieuwelaar. I've tried this yesterday and it seems to work well with Dynamics 365.

    github.com/.../htmleditor

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi Chris,  I have tried to get in touch with you guys and have sent several email requesting for the free trial of the Trident WYSIWIG Editor for Dynamics 365, but I have got no response yet. Please can you respond to my enquiry?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi Chris,  I have tried to get in touch with you guys and have sent several email requesting for the free trial of the Trident WYSIWIG Editor for Dynamics 365, but I have got no response yet. Please can you respond to my enquiry?

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi Pawel,

    This email editor is available in the Unified Interface of Dynamics 365 v9.0.

    Hope this helps.

  • pawelk3 Profile Picture
    pawelk3 100 on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Is there any new feature regarding this lack of HTML editor in new 9.0 version of D365 online?

  • Suggested answer
    chrisg.crm Profile Picture
    chrisg.crm 170 on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Hi this is a common need within dynamics crm and we have the solution!

    We have an email editor that can easily insert images etc into the email/email template body!

    Contact us on:

    Info@tridentapps.co.uk

  • Sudosandwich Profile Picture
    Sudosandwich 42 on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    "Although you cannot insert images or HTML directly into Dynamics 365 email messages or email templates, you can use the copy feature in Internet Explorer to copy an image from a website and paste it into the email message or email template. The image is available as long as the website is accessible."

    Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-templates-email 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rich Text HTML Email/Email Template Editor in Dynamics CRM

    Has there been any updates to this question since Dec 2016??

    Need a easy way to create a html email contact template.

    thank you!

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