Microsoft Dynamics CRM (Archived)

What is the entity name for Document Templates in CRM?

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Posted on by MittalPatel

Hello,

There is a scenario where I need to get list of Document Templates(Word Templates) uploaded for user's selection.

I am not able to see that entity under Customization. Not even, I am getting that in New Field Lookup type.

Can anyone please help to create lookup field for Document Templates entity?

List of Document Templates uploaded ---- >

4863.Capture2.JPG

Document Template Entity --->

6038.Capture1.JPG

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Joe Gill on at

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RE: What is the entity name for Document Templates in CRM?

Its a system entity so you will be restricted in what you can do to it. I dont understand what you are trying to achieve but the UI wont allow you add fields. etc to a system entity

Joe
MittalPatel on at

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RE: What is the entity name for Document Templates in CRM?

Please look at my screen shot below. It is not displaying this entity in the lookup selection.
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Joe Gill on at

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RE: What is the entity name for Document Templates in CRM?

It should be personaldocumenttemplate based on the advanced find FetchXml

Joe

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

<entity name="personaldocumenttemplate">

<attribute name="documenttype" />

<attribute name="name" />

<attribute name="modifiedon" />

<attribute name="modifiedby" />

<order attribute="documenttype" descending="false" />

<order attribute="name" descending="false" />

</entity>

</fetch>
MittalPatel on at

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RE: What is the entity name for Document Templates in CRM?

\Joe, thank you for your response.

I am looking for the entity name because I need to select that as lookup in another entity. I am not even finding Personal Document Templates in selection for creating Dialog like below - which I had created for Mail Merge Templates.
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Joe Gill on at

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RE: What is the entity name for Document Templates in CRM?

Hi,

You need to used advnaced find to view Personal templates.

Joe