web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

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

(0) ShareShare
ReportReport
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.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    cymorg Profile Picture
    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
    1,027 Moderator 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans