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Is there a way or a substitute for enabling/providing rich text formatting in Notes fields (like this field for example)?
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Hi,
Unfortunately OOB way it's not possible. You may do this using unsupported way using third party editor.
You can check below reference.
[View:https://blogs.msdn.microsoft.com/peterhauge/2017/06/08/how-to-enable-rich-text-in-dynamics-crm-using-ckeditor-2/]
Please note this is unsupported so this may not work in future release version of Microsoft Dynamics 365.
There may be a way of extending the Notes quick create form but it's unsupported and you have to run onpremise version (direct access to the database). OOB you can't modify Notes entity forms. You can although change a flag in the database and make it customizable. https://community.dynamics.com/crm/f/117/t/122474
I would recommend you to create a custom entity for this.
You'll need to use a custom WYSIWYG editor anyway. I have good experience with CKEditor.
1) Create a Web Resource https://pastebin.com/ns30NbgN 2) Create a field on your entity and place it on you form. (This is where th HTML version will be stored)3) In the field properties uncheck Visible by default4) Insert you Web Resource with CKEditor5) Specify your field's name in web resources' input parameters
Thanks Tomas for replying. Unfortunately I should've specified I'm running the online version; so this solution would not work for me.
If you create a custom entity instead of modifying Notes it will work just fine.
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