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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document Template PopUp
Customer experience | Sales, Customer Insights,...
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Document Template PopUp

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Posted on by takeone 5
When a user click on Document Template for the first time during the day, the below popup appear and its causing an a bug on our end as we use Chromium. Whenever the user click on the X to close the Popup, the whole session (Chromium) close. So the user has to start again. Is there a way to prevent this pop up from appearing?
We use on premise version v8.2

Categories:
Microsoft Dynamics CRM
Sales
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 231 on at
    Document Template PopUp
    AI was used to create this answer
    The issue you’re encountering with the Document Template popup in Dynamics 365 v8.2 on-premise (especially when using Chromium-based browsers) is likely related to the legacy behavior of Dynamics 365 with older versions of browsers and document generation functionality. This popup typically occurs when a user attempts to use the Word or Excel document template functionality, and the system tries to check permissions or settings for document generation. Chromium closing the session indicates either a compatibility or a configuration issue.

    1. Disable the Document Template Popup (Registry or Browser Setting Fix)

    The Document Template popup is often triggered by outdated browser settings or ActiveX/IE dependencies. Since you are using Chromium, this is incompatible with some older Dynamics 365 features that were designed for Internet Explorer.

    To disable this popup:

    1. Disable the Help/Welcome Popups Globally:

      • Navigate to the Dynamics 365 Settings area.
      • Go to Administration > System Settings.
      • In the General tab, locate the setting:
        "Set whether users see Getting Started panes" and set it to No.
      • Save the changes.

    2. Check Browser Compatibility Settings (Chromium):

      • Ensure your Chromium-based browser (e.g., Edge or Chrome) is running in "Compatibility Mode" or try using the IE Mode in Edge. This prevents older scripts from causing session crashes.
      • You may need to force Dynamics 365 to load in IE Mode for the Document Template functionality.

    2. Prevent the Popup via Custom JavaScript

    If the popup is related to the Document Template functionality and cannot be disabled through settings alone, you can inject custom JavaScript to suppress it.

    1. Locate the Popup Trigger:

      • The popup is typically triggered by a specific UI action in the Ribbon or Form. Identify the JavaScript method or Ribbon command associated with the Document Template feature.

    2. Override the Functionality:

      • Add custom JavaScript to prevent the popup. Use the addPreSearch or addOnLoad events to stop the script from executing. Example:
      javascript
      function suppressPopup() {
      if (window.event && window.event.target) {
      let popupElement = window.event.target;
      if (popupElement && popupElement.id === "DocumentTemplatePopupId") {
      // Prevent default behavior
      event.preventDefault();
      return false;
      }
      }
      }
      • Inject this code in the relevant Form Events or globally in your Web Resources.

    3. Update Document Template Behavior

    The Document Template feature in v8.2 may still rely on outdated components (e.g., ActiveX or older Office integrations). You can update its behavior to avoid triggering the popup:

    1. Manually Download Templates:

      • Instead of opening templates through the UI (which triggers the popup), instruct users to download templates directly from Dynamics:
        • Go to Settings > Templates > Document Templates.
        • Select the template and manually export/download it.

    2. Use Server-Side Automation for Document Generation:

      • Consider automating the document generation process entirely using server-side workflows or custom plugins to avoid triggering client-side popups.

    4. Investigate Chromium-Specific Issue

    The popup causing the entire Chromium session to close is not standard behavior. It could be due to:

    • Browser Compatibility Issues: Check if the Chromium-based browser is up-to-date. For Microsoft Edge, ensure you’ve configured the IE Compatibility Mode in Edge settings.
    • Dynamic Popups in Chromium: Chromium may interpret certain Dynamics 365 popups as malicious or unsafe. To address this:
      1. Add your Dynamics 365 URL to the browser’s Trusted Sites or Allow Popups list.
      2. Open the browser developer tools (F12) and inspect for any errors when the popup appears.

    5. Upgrade or Modernize

    Version 8.2 of Dynamics 365 is relatively outdated, and Microsoft has made significant improvements to the document generation functionality in later versions. If possible:

    • Upgrade to a newer on-premise version (e.g., 9.x), where compatibility with modern browsers like Chromium is vastly improved.
    • Alternatively, consider moving to the cloud version of Dynamics 365, which provides native document generation without requiring popups or browser-dependent features.

    6. Workaround: Switch to a Different Browser

    If the above options do not resolve the issue and upgrading is not possible:

    • Use a browser officially supported by Dynamics 365 v8.2, such as Internet Explorer 11.
    • Alternatively, configure Microsoft Edge in IE Mode for Dynamics 365.

    Steps for Edge IE Mode:

    1. Open Edge Settings.
    2. Navigate to Default Browser.
    3. Set Allow sites to be reloaded in Internet Explorer mode to Enabled.
    4. Add your Dynamics 365 URL under Internet Explorer Mode Pages.

    This will allow Dynamics 365 to operate as if it’s running in Internet Explorer, avoiding Chromium-related issues.

    Summary of Recommendations:

    1. Disable the Document Template popup via System Settings or custom JavaScript.
    2. Ensure Chromium is configured to handle Dynamics 365 properly (e.g., Trusted Sites, Compatibility Mode).
    3. Use server-side automation to avoid relying on client-side templates.
    4. If possible, upgrade Dynamics 365 or switch to a supported browser like Edge in IE Mode.

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