web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Deleting Personal Product Templates

(0) ShareShare
ReportReport
Posted on by 19
Trying to delete a personal product template and even though it gives me the prompt as shown below, nothing actually happens and I can still select it from the Apply template in the released product form page.  I go into Common>User options>Usage data>Record templates.  Any suggestions?   I have not applied the template and only created it but want to delete it.  
 
I have the same question (0)
  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    You can delete a personal product template by opening up the "apply template" button from released products screen, selecting and using Alt-F9.
    Or you can check if you have permission to delete, maybe because of some security restrictions of user roles, you can assign user roles in the system.
    Best Regards,
    Hana
  • RH-27081605-0 Profile Picture
    19 on at
    Hi Hana,
     
    Thanks for the reply.   I did try the Alt-F9 and it does not work on my D365 version (10.0.33) and I also have System Administrator as my role so I should have no restriction on trying to delete.  
     
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    The version of my test environment is 10.0.0.35, and I can delete personal template records via Alt-F9. It needs to be ticked when you want to delete it. As shown in the screenshot:



    In addition, I tested the record template shown in the screenshot in your question. When we create a personal template in the released product form, a record will be generated in the record templates of usage data, and this record cannot be deleted as you described. This may be the working mode of the system. If you really want to delete this record, my method is to try to clear it by clicking "reset usage data".


    Best Regards,
    Hana
  • CU27040925-4 Profile Picture
    2 on at
    Just wanted to chime in on the topic of deleting personal product templates. It's always a good idea to clean up your workspace and remove any templates you no longer need. It can make things so much easier to manage!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 130 Super User 2026 Season 1

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 92 Super User 2026 Season 1

#3
Zain Mehmood Profile Picture

Zain Mehmood 89 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans