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Security Setting to Run Document Templates

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Posted on by Microsoft Employee

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 Profile Picture
    Janet Glasper 145 on at
    RE: Security Setting to Run Document Templates

    Thanks Sean, Yes I finally found it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Setting to Run Document Templates

    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

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Security Setting to Run Document Templates

    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.

  • Janet Glasper Profile Picture
    Janet Glasper 145 on at
    RE: Security Setting to Run Document Templates

    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.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Security Setting to Run Document Templates

    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

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
  • Janet Glasper Profile Picture
    Janet Glasper 145 on at
    RE: Security Setting to Run Document Templates

    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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