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Microsoft Dynamics CRM (Archived)

Generate a Word Template Report as Read Only

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Posted on by Microsoft Employee

I've created a Dynamics Word template for the quote entity. The template generates a Word document, but it can be edited. Can I make the Word document generated from the template as read only?

Thanks,

David

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Generate a Word Template Report as Read Only

    Hi DGPA2,

    Both Word documents and PDF documents can be edited. I do not think you will be able to navigate around this, but PDF files are more difficult to edit than Word documents.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Generate a Word Template Report as Read Only

    Thanks for your feedback Guido. I'll check the solution options you provided.

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Generate a Word Template Report as Read Only

    no,

    word documents generated from dynamics are always editable.

    You should look to other solutions that create PDF files as xPeriDo or DocumentsCorePack (both are paid solutions)

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