73

The builtin html editor used to edit emails and email templates is very restrictive and troublesome when using copy/paste.

Troubles include:
- Font end up different for pasted text
- Formatting options are minimal (eg. no tables, etc)

The current workaround that most people use is to copy the email text from the template into notepad/word, edit it there and paste it back. The Problem then is that formatting is lost altogether along with hyperlinks (if done in Notepad to avoid font issues).

Please consider including an already accepted standard editor like Telerik's RadEditor or CKEditor to provide users with a more workable emailing method.

STATUS DETAILS
Planned
Ideas Administrator

Please file this for web client or Mobile client. This is not part of Office integration feature. We are looking at improving this experience in our mobile client. THanks for your feedback

Comments

J

I agree that this is something very much needed in Dynamics CRM , we have a solution for this, which can provide Rich email editor for emails & templates, please contact info@tridentapps.co.uk or head to our website www.tridentapps.co.uk for full feature list.

Category: Microsoft Office Integration

J

i'm baffled every release that comes out without this being addressed. i call this the "What-you-see-is-NOT-what-you-get" editor...so frustrating to try to get even the most basic formatting on CRM emails. it removes spaces, mangles hyperlinks, changes fonts...i've spent WAY to much time fussing with it.   Users just don't understand why a CRM tool would be so limited in email functionality. Please update this tool!

Category: Microsoft Office Integration

J

After evaluating Dynamics for 4 months, I am pushing to abandon the project primarily over this single issue. It is absolutely a deal breaker. 

Category: Microsoft Office Integration

J

Hi Justin,

Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
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Prashanth GanapathyRaj
PM, Dynamics CRM, Microsoft
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Category: Microsoft Office Integration

J

+1
If MS proposal is to supply a real world class CRM solution.
A complete tool for communication with our client should be a priority.
My company will never send a plain text or a broken html email to customer.

Category: Microsoft Office Integration

J

Or allow to view/edit source without reformating once html version is edited.

I started from a blank message and as soon as I copied a block at the end that came from a previously sent email, the formating included got the whole message wrecked up.

Category: Microsoft Office Integration

J

+1 Most users complain about this feature.

Category: Microsoft Office Integration

J

yes! +1 Better yet, although I know this might be difficult, allow users who have Outlook install to use the Outlook mail compositor, but stay within the Web Client.

Category: Microsoft Office Integration