Dynamics 365 Quick Tips · Functional Info

{Dynamics 365} Enable Rich Text Notes in Timeline

In today’s blog we will see how to enable rich text Notes in Timeline. Earlier we used to enter only normal text in Notes in timeline.

To enable this feature navigate to Advanced Settings->Settings

Then go to Administartion->System Settings->Generate Tab

Tick Use rich text to make it easier to format notes created in Timeline.

Click on Ok. Now navigate to any entity record for example I have opened Case record and when I add new Notes on Timeline I see rich text editor enabled.

Note :-

Turning off rich text notes in timeline will affect all existing rich text notes. These notes will contain HTML tags and will require manual cleanup.

Hope this helps!


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