Showing Word Template Button in Dynamics 365 Unified Interface

Adam Murchison, 26 September 2019

For users who aren’t System administrators and System customizers the Word Template button may not be appearing in the Unified Interface. This is because they’re missing a security role privilege and I’ve seen numerous forum posts asking why it isn’t appearing.

When you click the drop down on the command bar you’d expect to see the word template button.

The privilege that allows the button to appear is under the ‘Business Management’ tab on the Security Role interface.

This will allow the users to click the button in the unified interface and create word documents from a template.

This security role permission doesn’t have a lot of documentation around and there are forum posts asking why this button doesn’t appear for users, I hope this blog helps all users who are experiencing this issue.