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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Delete Quote Word Temp...
Customer experience | Sales, Customer Insights,...
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Delete Quote Word Template

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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
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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:
    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
    Delete Quote Word Template
    Thank you, this worked 

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