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

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Posted on by Sushma Patole

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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

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Hari Narayanan 589 on at

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

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>

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Sushma Patole 250 on at

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

Thanks Hari

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Sushma Patole 250 on at

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

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?

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Hari Narayanan 589 on at

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

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

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