CRM 2016 providing access on Excel Templates

(0) Share

Report

Posted on by Community Member

Hi all, I am trying to provide access on Excel Templates for some of the roles. Even though i provided access on following entities shown below they are not able to access Excel Templates while they login into the system. Could any one help me what permissions i need to provide to get access on Excel templates

Thanks
Satish

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

Hi Satish,

Try the security role as per the below screenshot

Also make sure the user got 'Export to Excel privilege'

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (1)

Report

Hi Satish,

In addition to Document template & personal Document Template, grant access to Document Generation as well (under Business Management tab).

Hope this helps.

Was this reply helpful? Yes No