Dynamics 365 Quick Tips · Functional Info · Low Code No Code

{Dynamics 365 Quick Tips} Enable Rich Text Editor on an Appointment Entity form

Currently CRM Email activity description/body field support Rich Text Editor. However, When you create an appointment entity you will see plain editor on description field.

Current state of the appointment form

QT07

Recently I was asked to enable rich text editor on an appointment entity same as Email. I checked on form editor and couldn’t find any settings to enable that.

Then I checked OrgDBsettings tool on which I have already posted my previous blogs and found that we have a setting to enable rich text editor on an appointment entity.

To acheive this follow below steps on your current crm instance.

Step 1:

Go to Github repository to download managed solution. Once downloaded, Navigate to settings and solutions then install the downloaded managed solution to your crm instance.

Step 2:

Once imported open the solution and navigate to Configuration tab and you will see list of settings which can be modified for the organization.

QT04

Step 3:

Look for setting with name “appointmentricheditorexperience” and set the value to true from false. Publish the changes and refresh your form “Eureka”.

QT08

Note – 

When you enable the rich text experience, server-side synchronization and appointment activities support rich text. With the rich text editor, appointment descriptions can contain rich text. After enabling, if you choose to disable the setting, the appointment editor description field will reset to the plain-text field. Previously synchronized appointments’ description will still contain rich-text HTML markup. Although the rich text editor can be used with appointment activities, it can’t be used with recurring appointments. When an appointment that contains rich text is converted to a recurring appointment, the description field for the activity is converted to a plain-text field containing rich text content.

After publishing the setting, You should be able to see Rich Text Editor on an Appointment Entity.

QT09

Reference

Dynamics 365 2MT

2 thoughts on “{Dynamics 365 Quick Tips} Enable Rich Text Editor on an Appointment Entity form

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s