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

Announcements

No record found.

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 72
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 72 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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 196 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 129

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans