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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 providing acc...
Microsoft Dynamics CRM (Archived)

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

permission.png


Thanks
Satish

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Satish,

    Try the security role as per the below screenshot

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

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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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