Announcements
Afternoon, I've exported all my newly created Business Documents ready for upload to the new environment.
But we have gone on to the new UAT for testing, and i cannot see aware i can upload my templates back in?
Advice please.
Hi DSMAbertawe,
Can you tell what exact documents you are referring to and how you exported them. Can you elaborate and share the steps or screenshots?
For an overview of business documents as well as importing, you can check the link below,
Business document management overview - Finance & Operations | Dynamics 365 | Microsoft Learn
Information about upload and manage document templates in Dynamics 365 is found for you ,you can check as needed.
Upload and manage document templates in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn
In addition, here is a question similar to you.
Business document management setup - Dynamics 365 Finance Forum Community Forum
Best Regards,
Hana
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.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Abhilash Warrier 461 Super User 2026 Season 1
André Arnaud de Cal... 458 Super User 2026 Season 1
Subra 450
