Templates for Dynamics 365 Sales

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Posted on by Community Member

3527.pastedimage1585734746839v1.png Hello.

So i want to put some templates in, so we can use them and add them into our offers or just give information. I've made a word document that we want to use, but it can't be uploaded. It says:

The upload failed because the selected file does not match the template layout Retry after selecting a file with the template layout.

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Community Member on at

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I somehow made it work. But is there an action, so i can see the document under templates in all categories?

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AlexMcL 8 on at

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Hi Soren

Was the file Word, or Excel? And did you download the template first, before making changes, and then do the upload?

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LuHao 40,892 on at

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Hi Soren,

Please strictly follow the steps in this document to create a word template.

https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

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