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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Hide or Show Templates

Customer experience | Sales, Customer Insights,...

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Hide or Show Templates

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Posted on by MA-12060948-0

Hi Team,

In Dynamics 365 CRM can we hide or show the templates based on the update of the form's field value.

We have 5-Word Templates

Template A,

Template B,

Template C,

Template D,

Template E

We want to show just two templates—Templates A and B—and hide the other templates based on the update of the form's field value.

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Leah Ju Microsoft Employee on at

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Hide or Show Templates

Hi,

Do you mean the word template option shown here?

Unfortunately, we can't show/Hide one specific template based on field value.
In fact, these uploaded templates are stored as records in the following tables("Document Template”, “Personal Document Template” ):

The hiding or showing of records relies on permissions control by security roles:

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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