Security Setting to Run Document Templates

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Just working with the new MS Word document templates which are great! , but a user can can not run the document template I created. Their security role has permission under the template and I have given them organizational level access on the "Document Template" line of the Business Management tab on their security role. They are in a different child business unit. They can see the template and run it but then a window comes up saying they do not have permission.

Am I missing some settings under their security role or might it be an issue of business units? I thought there used to be a way to just share a template with a user or business unit but don't see that setting.

Thanks!

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Janet Glasper 145 on at

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Just wondering if there has been an answer to this question. My users can't access a template I've created either. I believe I given the proper security setting, yet when the template is run, they get an error that say Insufficient Permissions. I have admin right and have no problem running it.

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Alagunellaikumar 6,212 on at

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Hi Friends,

Please refer the below URL

www.goisc.com/.../crm-2016-insufficient-permissions-error-when-downloading-a-word-template

www.microsoft.com/.../using-word-templates-in-dynamics-365.aspx

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PS 23,577 on at

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Hi Janet,

There are two types of Document Template in the system:

System wide Document Templates

personal Document Templates

I guess, you have created personal and not system.

You can check that by - go to settings>>templates>>documents template>>open your template and check the form name

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Janet Glasper 145 on at

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Dear Prashant,

Thank you for replying to my email. When I go to Setting>Templates>Document Template, I see a list of System Templates and the template I created. What I don't see I can make the Word template a System template. Also, I looked at Security Roles>Business Management but I don't see where I can share the template with other users. There is no option for that.

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PS 23,577 on at

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Check the 'Additional Consideration' section in the following article:

www.microsoft.com/.../using-word-templates-in-dynamics-365.aspx

if the users have rights on 'Document Template', you will not have to share it; they can automatically see it

If you have created a personal document template, there might be a need of shering it.

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Community Member on at

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Did you read through this suggestion from above? This fixed it for me:

http://www.goisc.com/blog-post/crm-2016-insufficient-permissions-error-when-downloading-a-word-template/

Sean

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Janet Glasper 145 on at

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Thanks Sean, Yes I finally found it.

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