Hi all,
CRM has allowed us to create emails using dynamic fields pulled dynamically from CRM to personalize the messages. And for a long time the text editor for creating those emails has been a frustrating, buggy mess, especially when generating emails in a workflow. It's a little sad to see that even in D365 V9, these issues persist, with font sizes and styles changing, spaces between lines disappearing, dozens of hard returns suddenly appearing, selected fields jumping around or overwriting each other, and formatting of the dynamic fields disappearing altogether on save.
I know that some of it is browser dependent, and depends on the default font chosen in that browser. So a couple questions:
1. Does anyone have a suggestion on which browser works best for editing email messages that minimizes these problems?
2. Does anyone know of a way to restore formatting to a tag in the editor after it is lost? For example when the dynamic field {Account(Opportunity)} loses its higlighting, can't be moved as a block and turns into regular text in the editor it no longer pulls in the data but just prints the field name. Is there a way to copy it into a rich text editor or Notepad++ preserving the tags, and then copy/pasting it back in?
Thanks,
Rob
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