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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Word Templates not lis...

Customer experience | Sales, Customer Insights,...

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Word Templates not listed on form

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Posted on by Mark A Stewart

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I have a new custom table (entity). I have created 2 Word templates from Settings > Templates > Document Templates. When I open a form I can see the dropdown menu with the Word templates, but my users can not see the dropdown menu.

I checked their Security Roles and both Document Template and Personal Document Template are selected.

I have gone through the documentation https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

Is there something else I should do?

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Mark A Stewart 5 on at

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I found out the people with "Systemadministrator" roll can see the dropdown menu with Word templates. There must be an access more they need - which is it?

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