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Why can’t a user see Word document templates in Project Operations

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I created some Word templates to export project invoices in Dynamics 365 Project Operations. Most of the users didn’t even have the button to see the templates, much less actually use them.

This was related to permissions. I used XRM Toolbox’s Privilege Discovery and hunted for the feature I was looking for.

Screenshot from XRM Toolbox looking at the Privileges Discovery results to find the privilege for accessing document templates.

As you can see in the screenshot, the privileges I was looking for are all available in the Relationship Insights Admin role.

After assigning it, the user was able to see the Word template button and export the invoices as necessary.

I don't do much Project Operations work these days. Most of my time now goes to Power BI and getting AI to do this kind of work.

Jake Roder

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I’m Jake Roder. I run Tapestries Group, where we help small and mid-sized companies put AI to work and build Power BI reporting their leaders actually trust.

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I also post what I’m working on over on LinkedIn.

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