Notifications
Announcements
No record found.
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
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 47 Most Valuable Professional
André Arnaud de Cal... 38 Super User 2025 Season 2
Pallavi Phade 32
