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Template Uploads

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Hi! I cannot locate where to upload a system template or how to share a personal one in the united interface. Any information is appreciated. 

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Template Uploads

    Hi Ashley,

    System templates still need to be managed in the legacy system settings.
    This is how to access them when Unified Interface is enabled: https://community.dynamics.com/365/unified-interface/b/unified-interface-team-blog/posts/quick-tip-how-do-i-get-to-the-settings-area-from-a-unified-interface-app 
    These will progressively be moved to a modern experience.

    To share a personal template, you can however do that in the Unified Interface:
    1. On the "Excel Templates" or "Word Template" button, select "View All My Templates"
    2. Select the desired template from the list
    3. Click on share.

    Henry

  • Suggested answer
    RE: Template Uploads

    Hi Ashley, thank you for using the Dynamics Communities.  Depending on what license you have you can use this article to access templates. docs.microsoft.com/.../manage-word-templates

    Or you can use the following link docs.microsoft.com/.../analyze-your-data-with-excel-templates.

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