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Microsoft Dynamics CRM (Archived)

Document Template can't be (reliably) moved between environments without recreating it

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Posted on by 175

I have some custom entities in my Sandbox, lets call them entities X & Y.   I create a solution containing entity X, a Document Template (let's call it DocTempA) and a Process Workflow that saves a populated DocTempA as a Note within entity X. 

I also have another, unrelated solution, in both the Sandbox & Live environments which contain entity Y.

When I bring my new solution across to the Live environment entity X and the Process Workflow are present and correct, although the process is disabled as I have to manually import the Document Template to the Live environment, reconfigure the process & activate it.  However... when I import DocTempA to the Live environment instead of being associated with entity X it is associated with entity Y.  Why?

Strangely (or perhaps not so strangely) the process workflow will still work as it refers to DocTempA which is still available to the workflow even though it is now associated with a different entity.  My problem is I don't want to recreate DocTempA for each environment it is deployed to but that seems to be the only workaround.

Any ideas/suggestions on what is going on and how to fix it permanently would be appreciated.

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  • Verified answer
    cymorg Profile Picture
    cymorg 175 on at
    RE: Document Template can't be (reliably) moved between environments without recreating it

    That works perfectly.  Thanks

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Document Template can't be (reliably) moved between environments without recreating it

    Hi cymorg,

    The Document Templates Mover Plugin in the XRMToolBox can transfer Word templates from a source organisation to a target organisation.

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