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Microsoft Dynamics CRM (Archived)

Migration of Email templates from one instance to another

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Posted on by 95

please tell how to migrate email templates from one instance to another using import data management and advanced find in dynamics CRM 2016

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Migration of Email templates from one instance to another

    I think the default email templates cannot be exported as such. The user defined email templates can be exported.

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Migration of Email templates from one instance to another

    Have you added all the email templates to that solution? Then it should work.

  • Verified answer
    Bobins Bansala Profile Picture
    Bobins Bansala 95 on at
    RE: Migration of Email templates from one instance to another

    thanks this solution worked but still a few records of email template didn't move to the new instance while solution import. So is there any way to move complete list of email templates.

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Migration of Email templates from one instance to another

    Hi Bobins Bansala,

    You can export the email templates as a solution, and import it in another organization.

    Please have a look at this link:

    www.microsoft.com/.../export-your-customizations-as-a-solution.aspx

    When you are adding items to your solution, click to 'Add existing' and select the email templates you want.

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