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.
This action opens the WYSIWYG eMail editor, which allows you to customize your eMails in many different ways.
The following overview displays the main customization possibilities.
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
❽ Insert Link
❾ Insert Picture
There are two options to insert a picture:
The editor enables you to insert and manage tables as well:
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 firstname.lastname@example.org!