Share Templates

After all edits have been applied, users will be able to grant access to the templates they’ve created. Granting access permission doesn’t allow other users to make changes in the template settings. Only the template owner can add or remove fillable fields and connect them with Dynamics 365 objects.

Organization users can prefill shared templates with data from Dynamics 365 objects, populate a PDF form with it and send the form out for e-signing. Note: only data from owned and shared objects is available for prefill.