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Microsoft Dynamics CRM (Archived)

Issue on word template document creation

Posted on by Microsoft Employee

I created a bunch of word templates on custom entities, and they work perfectly with the admin user who created it.

When I try to launch the same template with a user member of  a custom security role, only the option set fields are shown as numeric value instead of the corresponding value. I'm using the latest version of dynamics 2016 with the latest rollup installed.

Thanks in advance to anyone that may help.

*This post is locked for comments

  • Cindy Profile Picture
    Cindy 10 on at
    RE: Issue on word template document creation

    We are experiencing the same issue but all users are super users with full access. Only the person who created the template can see the generated data the rest all get blank forms.

    Please can someone advise.

    Many Thanks

  • CFranklin Profile Picture
    CFranklin on at
    RE: Issue on word template document creation

    Oh man. This is happening for one of my clients who are on CRM Online. We can't reinstall the database. Ok. I'll have to see if there is something else we can do for online. Odd. Thanks for the quick reply!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue on word template document creation

    My solution was to reinstall Dynamics from scratch using the same database.

  • CFranklin Profile Picture
    CFranklin on at
    RE: Issue on word template document creation

    Hey there -- this post is a year old, but did you ever find a resolution to this? I am seeing this now as well with a few of my Word Templates. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue on word template document creation

    I'm googling from days to find if someone is having the same issue, but seems like it's something that belongs to our deployment only.. anyway, any document template created with an option set causes this problem, even with OTB entities.

    I'm not very expert with CRMs in general, but in my opinion this feature should work without complications.

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: Issue on word template document creation

    Hi DF ,

    This is strange. I too have plenty of word documents with Option Set but they appear as text only.

    I can only suggest :-

    1) check for other optionset if this is happening. Both OTB and custom.

    1) Create a new option set with same text and values as 1,2....n.

    I'll update if I can find something.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue on word template document creation

    I Rajat,

    I tried to add both as plaintext that as RTF. Is perfectly visible when the document is generated by admin.

    I also noticed that any guide on the internet point to use fields as plaintext, but I added them as RTF and I have no issues at all (despite of what I'm talking right now, but even changing to plaintext did not solve the issue.)

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: Issue on word template document creation

    You are adding the Option Set as Plaintext only?Is it visible for admin as a text?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue on word template document creation

    Nope, even after changing those settings nothing changes..

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: Issue on word template document creation

    can you check :-

    85300.Untitled.png

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