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

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Delete Quote Word Temp...
Customer experience | Sales, Customer Insights,...
Answered

Delete Quote Word Template

(0) ShareShare
ReportReport
Posted on by Aya Attari 68
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
I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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:
    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:
    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
     
  • Aya Attari Profile Picture
    Aya Attari 68 on at
    Thank you, this worked 

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

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

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

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 81 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans