How to create Rich Text Editor in Dynamics 365 CE?

Rich Text Editor control is available as part of 2020 release Wave 2.

Requirement: Create a Comments (Rich Text Editor) column in Contact Table and place it under Timeline Control.


Follow the below steps to create Rich Text Editor control in Dynamics 365 CE.

Step 1: Login to Dynamics 365 CE using your existing credentials


Create a Dynamics 365 CE 30 days trial Version.

Step 2: Browse the link in a new browser tab and login with your Dynamics 365 CE credentials.

Step 3: By default Microsoft (default) environment will be loaded and make sure to select your required Environment to make the changes.

Step 4: Click on Tables under Data and click on Contact Table.

Step 5: Click on Forms and open Contact Form.

Step 6: Click on + New table column to create a new column.

Step 7: On the Right Hand Side, New Table Column fields will appear for creating a column.

Provide the Display name and Choose Data type as Multiline Text.

Click on Done to create column.

Step 8: You can see the below Creating Table Column message, when creating a column in the background. Once column is created, this will disappear.

Step 9: Search for our Comments column under Table Columns and place it under Timeline control.

Step 10: Save and Publish the form.

Step 11: Click on Switch to classic.

Step 12: Double click on Comments field.

Step 13: Click on Controls and on Add Control…

Step 14: Select Rich Text Editor Control and Click on Add.

Note: Rich Text Editor Control can be configured only for Multiple Lines of Text, Single line of Text and Text Area data types only.

Step 15: Choose Web, Phone and Tablet as shown below and Click on OK.

Step 16: Save and Publish the Contact form.

Step 17: Open any Contact record in any Model driven app to see your changes in Contact form.

Hope you have successfully configured Rich Text box control in Dynamics 365 CE.

Please share your valuable feedback on this article.


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