web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Document templates.
Finance | Project Operations, Human Resources, ...
Answered

Document templates.

(1) ShareShare
ReportReport
Posted on by CU31050924-0 4

Hi Team,

We would like to seek some guidance about working with Document templates for the Open in excel functionality. We have a custom template being imported over from Production to Test system, but it is not working and throwing the below error, also the behavior for the template visibility not being as expected.

Any suggestions who would have some insight or working experience with Document templates.

Thank you!

I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 8,972 Super User 2025 Season 2 on at
    Document templates.
    Hi,
     
    Did you try to use default template? Is it working? Also try to reset usage data.
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Waed Ayyad Profile Picture
    Waed Ayyad 8,972 Super User 2025 Season 2 on at
    Document templates.
    Hi,

    Is your issue resolved?  If yes, mark the answers that helped you as verified.

    Thanks
    Waed Ayyad
  • Adis Profile Picture
    Adis 5,717 Super User 2025 Season 2 on at
    Document templates.
    Hi,
     
    I am not sure what you mean by "imported" from Production to Test. Is there a function made by a developer to copy the templates or do you mean exporting it from production and importing it manually in the screenshot below?
     
    If it is a custom function than I would try downloading it under Document templates and uploading it manually, to limit the error possibilities.
     
    Kind regards, Adis

  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at
    Document templates.
    Hi,
    Ref. to the error message, It means that it cannot read the Excel file. It can be since the file is corrupted or it cannot be retrieved from Azure Blob. 
    To resolve the issue, delete the template and upload it again,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 1,841

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 783 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 490 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans