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PersonalDocumentTemplate entity messages and methods


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

Use a personal document template to upload and manage user-owned or personal document templates. The schema name for this entity is PersonalDocumentTemplate. 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.




Assigns a personal document template to another user or team.


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


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


Shares a personal document template with another security principal (user or team).


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


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


Retrieves the access rights to the specified security principal (user or team) for a personal document template.


Retrieves the security principals (users or teams) that have access to a contract, together with their access rights to the personal document template.


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

See Also

Upload and manage document templates in Dynamics 365
DocumentTemplate entity messages and methods
Privileges by entity

Microsoft Dynamics 365

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