Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Document templates to other environments

(0) ShareShare
ReportReport
Posted on by 467

Hi All,

I am using D365 Online

I have created Document Templates in Settings====>Templates in dev environment and working fine against case entity.

Now I am planning to deploy to production.Is there any option to add to my solution.

Please help me

Regards,

Babu

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Document templates to other environments

    Hi partner,

    Unfortunately, it is not supported to add document templates to solutions for exporting and importing.

    We could only import them into new instance manually. It is by design.

    Here are some similar threads for your reference.

    community.dynamics.com/.../how-to-migrate-document-templates-between-instances

    community.dynamics.com/.../517628

    Regards,

    Leo

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

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Product updates

Dynamics 365 release plans