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Microsoft Dynamics 365 | Integration, Dataverse...
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Exporting/Importing Excel Custom Templates

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Posted on by 150

Hi,

Has anyone looked into enhancing the process of reuploading custom Excel templates after UAT is refreshed from PROD. Currently, we have to reupload them manually, since custom templates are not transferred during environment refresh and error out when you try to download them. Templates can be managed in Common > Common > Office integration > Document templates.

Thank you

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  • AriaConsulting Profile Picture
    2 on at

    I haven't tested this (it would require more than a minute or 2 to do so), so I'm hypothesizing here, but couldn't you use a manually triggered Flow to parse through the list in the "documenttemplate" entity in Prod, filter for the custom Excel items, and then push them over to SBX?

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