Post update to Dynamics 365 v9, we noticed a missing Word Templates ribbon button on the Connection entity. This caused some issues as the customer was using some templates to assist in document generation using this entity.
The symptoms
We went back to another tenant running v8.2 and the Word Templates fly-out button was there as normal. Comparing this to a tenant post v9.0 update shows the button no longer there.
With a little help from our friends
We fired up the amazing MVP Scott Durrow‘s Ribbon Workbench to see if v9.0 had simply added some hide rules on the button.
** If you haven’t already used it, Ribbon Workbench is but one of the amazing plugins available, and lovingly created by community members, as part of the XRMToolbox. Please consider donating to these tireless individuals who give up so much of their time!!
There was no trace to be found of the button. So it would appear something in the update process has removed it completely. So back-tracking to our v8.2 instance, we were able to examine the button and manually re-create it in the v9.0 instance.
After importing/publishing the solution again, firing up the Connection record now shows the working button!
Thanks for reading!
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For those who were searching for the Excel Template button on Connection Entity which is missing in V9.0.2.1470, too:
I opened a Microsoft Ticket for it and got the answer that the product dev team knows about this deficit and they will bring it back probably around Okt ’18. I also mentioned that the Word Template button is missing so there’s a good chance that this comes back then as well.
Thanks for the info. I know the OCT18 release has a lot of fixes in the works. Appreciate you mentioning the missing WORD Template button also! Dan