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DocumentTemplate entity messages and methods

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Use a document template to upload and manage organization-owned document templates. The schema name for this entity is DocumentTemplate. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

CreateRequest

Uploads a document template. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes a document template. You can also call the IOrganizationService.Delete method.

RetrieveRequest

Retrieves a document template. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of document templates. You can also call the IOrganizationService.RetrieveMultiple method.

UpdateRequest

Updates a document template. You can also call the IOrganizationService.Update method.

See Also

Upload and manage document templates in Dynamics 365
PersonalDocumentTemplate entity messages and methods
Template entities
Privileges by entity

Microsoft Dynamics 365

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