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

Posted on by 160

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 Profile Picture
    Hari Narayanan 589 on at
    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

  • Sushma Patole Profile Picture
    Sushma Patole 160 on at
    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?

  • Suggested answer
    Sushma Patole Profile Picture
    Sushma Patole 160 on at
    RE: Dynamic CRM 9.1 on premise - Is there any way to show document templates in sitemap apart from advance setting?

    Thanks Hari

  • Verified answer
    Hari Narayanan Profile Picture
    Hari Narayanan 589 on at
    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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