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Restrict the use of Word Template (opportunities) based on contents of the record

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Posted on by Jess Howes

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Hello,

I have been asked if it is possible to stop our Sales People from using Template 'x' unless the Opportunity Type = 'a'.

I understand I can restrict the Templates with Security Roles but that is on a yes / no per template and is not related to what information is in the record it is trying to generate from. I have a feeling what I am being asked for is not possible but thought I would ask!

Scenario:

Opportunity type = a: user can export template x

Oppotunity type = b: user is unable to export template x

I hope that helps explain what I am after.

Jess

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Javier Lopez Colunga on at

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RE: Restrict the use of Word Template (opportunities) based on contents of the record

Hello Jess,

Word templates do not include that security granularity by default, you can control from a security role if a user can view or not templates but that setting will apply to all the published templates.

Please review this info:

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/admins-customizers-dynamics-365/mt812297(v=crm.8)?redirectedfrom=MSDN#dID0EBA

https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-word-templates

Thanks.

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