HOW TO ADD AND USE RICH TEXT EDITOR IN DYNAMICS 365 FORM

What is a Rich Text Editor control? A Rich Text Editor control will allow you to enter formatted text and the ability to include images with minor effort where the input/output is HTML. It will enhance the user experience and increase productivity.


The below steps will show you how to enable the Rich Text Editor control for multiline text fields in Dynamics 365 form.

  1. In the form customizations, open the properties of a multiline text field
  2. Go to Controls tab > Add control
  3. Scroll down, and select Rich Text Editor Control Rich Text Editor Control

  4. Click OK, Save, then publish
  5. Once published, the user can now format the text in the field and add images as well Rich Text Editor display

  6. If you are using this field in an email content sent from a workflow, the format will be kept as is
    Rich Text Editor in email


Bonus Tips:
  • Previously, you won't be able to disable this field in JavaScript; however, it is possible now
  • The format will get lost in Word Template and you need to rebuild it as needed
  • If you disable an already enable Rich Text Editor, the data inside the fields will be displayed as HTML tags
  • You can use custom Rich Text Editor by entering a JSON file as a web resource file and referencing to this web resource relative path

For more user experience and enhancements ideas, you can check this link for some custom controls that can be used like:

Hope This Helps!

Comments

  1. Pradeep RjOctober 1, 2021 at 3:44 PM

    Thanks. Contact Dynamic Netsoft Technologies expert through website for Upgrade to dynamic 365

    ReplyDelete
  2. VikizithaMarch 26, 2022 at 12:36 PM

    please give some guidance, on How we get Word Template, with all the formatting?

    ReplyDelete
    Replies
    1. Charles Abi KhirsMarch 27, 2022 at 3:28 PM

      Hello,
      You can build the word template with the format you need and once generated, it will be generated with the formatting you have set.

      Delete
    2. VikizithaMarch 27, 2022 at 4:54 PM

      Thank you, but the bullet points and underline format get lost.

      Delete
    3. Charles Abi KhirsApril 12, 2022 at 8:52 PM

      Hello, Sorry for the late reply. I can confirm that this is a limitation of the word template not supporting unfortunately a Rich Text field. Not sure if Microsoft is currently working on a solution.

      Delete

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