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Customer experience | Sales, Customer Insights,...
Suggested Answer

How do we download a document template that was already created?

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Posted on by 42
Hello,
 
Trying to download a document template here for use in another environment with the exact same fields and so forth. Can't find a download button though and everything shows with a locked icon?
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    You can use ‘Document Templates Mover’ plugin in XRMToolBox, it can help you transfer word documents between different environments:
     

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