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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Answered

Dynamic CRM 9.1 on premise - Is there any way to show document templates in sitemap apart from advance setting?

(0) ShareShare
ReportReport
Posted on by 250

Hi Team,

I have recently migrated to version 9.1 on premise and developed new UCI app.

I wanted to show document template link to end user so that they can easily update template. Can I do this ?

otherwise they need to go for advance setting and rest of story is same

pastedimage1625847703773v1.png

  • Verified answer
    Hari Narayanan Profile Picture
    589 on at

    You can try to add as a URL into sitemap in your UCI app.

    url format is http(s)://<<url>>/Orgname/tools/templates/templates.aspx?pid=05

    alternately, you can try to add web resource and inside the webresource set source to the above url.

    You can add additional html buttons to create new templates

    Your html will look something like this

    <html><head><meta></head><body style="overflow-wrap: break-word;" onfocusout="parent.setEmailRange();"><script>
    location.href = '/DEMO1/tools/templates/templates.aspx?pid=05';
    </script>
    </body></html>

  • Suggested answer
    Sushma Patole Profile Picture
    250 on at

    Thanks Hari

  • Sushma Patole Profile Picture
    250 on at

    Hi Hari, even for system administrator it says

    Read-only: You don't have access to edit Document Templates in UCI app then how end user will create and use template as per their requirements?

  • Hari Narayanan Profile Picture
    589 on at

    You can pop-out the document templates as a new window and let users create or update as necessary.

    Until the time microsoft roll out a compatible release for on premises we have to go for workarounds for such

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

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 58 Most Valuable Professional

#2
Travis South Profile Picture

Travis South 37

#3
11manish Profile Picture

11manish 22 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans