CRM2016 – Template Management

In an earlier post I described now to create an Excel template, this process created a personal template.

But what if ……

• You want to remove or rename personal Excel or Word templates?
• Or what if you want to control who gets access to create templates?
• Or what if you want to convert a personal template into a system template?

In this post I will attempt to answer all of these questions.

Unfortunately, I am disappointed to say one option I would have liked isn’t available! Document templates cannot be added to your CRM solution files. A frustration as this means deployment from one organization to another will involve manual exports and imports of templates.

Managing Personal Excel or Word Templates

If you need to remove or rename a personal Excel or Word template, you will need to use advanced find!

See below how I have selected “Personal Document Templates” in advanced find.

Clicking on results gave me the results shown below. Say I wanted to remove “v1” from my spreadsheet and rename “v2”.

Remove “v1” was easy, simply select the row and select the trash can icon. Then confirm you wish to delete the selected row.

To rename v2, simply double click the row and change the name. Simples!!

Security Roles for Templates

You may wish to control who can see and create templates. Again this is simple.

Within security roles, under business management you will find two new options. One for document templates and one for personal document templates. You can use these roles to decide which users can see and create templates.

In the example below, the CSR manager can create personal document templates but cannot create document templates. Plus, she can read all document templates but can only read her own personal templates.

I said it was simple!

Creating a “system” Document Template.

By default, clicking the create template button will create a personal template but what it you need to create a system wide template? Again simple. A theme in this post!!!

In the settings area of CRM locate the Document Templates option.

In here you will see the default document “system” templates and hopefully you will appreciate that you can use the “Upload Template” option to create a new template by simple selecting a suitable Excel or Word file. As with personal templates from the advanced find you can also delete or open/rename the templates from this view.