CRM 2016 providing access on Excel Templates

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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

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Community Member on at

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RE: CRM 2016 providing access on Excel Templates

Hi Satish,

Try the security role as per the below screenshot

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

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RaviKashyap 55,410 Moderator on at

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RE: CRM 2016 providing access on Excel Templates

Hi Satish,

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

Hope this helps.

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