This article outlines how to use the free MSCRM-ADDONS WYSIWYG-Editor in order to edit eMails quick and easy in Microsoft Dynamics 365 (CRM). 

Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)

YOUR HUGE ADVANTAGE: Edit & customize eMails directly in Microsoft Dynamics 365 (CRM)

Once the ActivityToolsPluginExtension solution is installed, you can edit emails with a click on the [Open e-mail in dialog]-button.

Figure 1: Click on the [Open e-mail in dialog]-button

 
This action opens the WYSIWYG eMail editor, which allows you to customize your eMails in many different ways.

Figure 2: WYSIWYG eMail editor

 

The following overview displays the main customization possibilities.

Figure 3: Customization possiblities 

❶ Select your Style here

❷ Bold, Italic, Underline, Strikethrough, Remove Font Style 

❸ Font Size

❹ Font Family

❺ More Color/Recent Color

❻ Back and Forth

❼ Help

❽ Insert Link  

❾ Insert Picture
        There are two options to insert a picture:       

• Add an image link
  (Place the image on a webserver to make it available for recipients)
• Embedded image
  (Please note that several email clients like MS Outlook do not support this functionality. For detailed information please check this article: http://stackoverflow.com/questions/6070196/what-is-data-uri-support-like-in-major-email-client-software)

 

The editor enables you to insert and manage tables as well:

Figure 4: Further customization possibilities (e.g. for tables)

❶ Insert a table (max. 12 x 10, min. 1 x 1) and select the style of the table here

❷ Click here in order to insert a horizontal rule

❸ Switch to the code view with a click on this button

❹ Unordered list/ordered list

❺ The Paragraph-section contains all commands that are explained under point 6

❻ Allign left, allign center, allign right, justify full, outdent, indent

❼ Line height

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

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