Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have a user who is having some problems uploading a new email template. She gets the error "You do not have prvCreateDocumentTemplate permission to access Document Template records. Contact your Microsoft Dynamics 365 administrator for help.":
One of her security roles is "Sales Manager" and currently this role has the following access for the "Email Template" table:
The role also has the Publish Email Templates and Publish Mail Merge Templates to Organization" set to green:
I was wondering what other setting do I need to change to allow her to upload the email template? She's also assigned other security roles. If these security roles have different settings for these values, would they override the access provided by the "Sales Manager" role?
Please assign "Document Template" create privilege.
You can find the privilege on Business Management tab.
Business Applications communities