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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.
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.
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 list3. Click on share.
Henry
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