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Delete Quote Word Template

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Posted on by Aya Attari

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Hi Community,

I created quote template for Dynamics sales (CRM), While testing the template I had to upload many word documents,

the issue appears when I tried to delete the old ones and keep the final version, I do not know where to delete these templates from!

Any idea where this can be done from??

Thank you

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Aya Attari 52 on at

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Delete Quote Word Template

Thank you, this worked
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Leah Ju Microsoft Employee on at

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Delete Quote Word Template

Hi,

It depends on where you uploaded it, Is it a public template or a personal one?

1.To delete personal document templates, do the following:

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#step-1-create-a--template

1)Click Advanced Find.

2)For Look for, select Personal Document Templates.

3)Click Results (!).

4)Select the personal document template to delete and then click Delete ().

2.Public word template

--Settings > Templates > Document templates.

--Switch to 'Word Templates' view

More information:

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#for-admins-upload-the-word-template-into-customer-engagement-apps

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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