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Microsoft Dynamics CRM (Archived)

MS Dynamics 365 Notes Field

Posted on by Microsoft Employee

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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  • Verified answer
    Tomas Prokop Profile Picture
    Tomas Prokop 590 on at
    RE: MS Dynamics 365 Notes Field

    If you create a custom entity instead of modifying Notes it will work just fine.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MS Dynamics 365 Notes Field

    Thanks Tomas for replying. Unfortunately I should've specified I'm running the online version; so this solution would not work for me.

  • Verified answer
    Tomas Prokop Profile Picture
    Tomas Prokop 590 on at
    RE: MS Dynamics 365 Notes Field

    Hi,

    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 default
    4) Insert you Web Resource with CKEditor
    5) Specify your field's name in web resources' input parameters

    chrome_5F00_2018_2D00_03_2D00_31_5F00_17_2D00_44_2D00_21.png

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: MS Dynamics 365 Notes Field

    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.

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