Electronic reporting: export all print management form setups to a different environment

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Posted on by StanM

Hi, everyone. We use D365 electronic reporting for many of our documents. We have about 30 different formats for invoices. Whenever we refresh a sandbox environment, none of the print management form setups are restored. We then have to manually enter all 30 of them. This is very time consuming and allows for errors.

Is there anyway to export all print mgmt setups (as you can with ER configurations, one at a time) so they can be imported to another environment?

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Magno Pereira 2,412 Super User 2024 Season 2 on at

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Electronic reporting: export all print management form setups to a different environment

As far as I know there's nothing out of the box to cover it. You need to do it manually. It's one of the feature that the ISV Docentric offer as a added valued to print management.
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jac_rod 1,268 on at

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Electronic reporting: export all print management form setups to a different environment

I know you can use standard data entities to export out the emails from print management. Try some of these entities out in a test environment to export out the records, do your refresh, and then import them into your refreshed environment.