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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jac_rod 39 Moderator on at

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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.

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Magno Pereira 2,435 Moderator on at

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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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Bharani Preetham Pe... 3,634 Moderator on at

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Perhaps you can use this link where it has some code which helps in this process. I did not use this. Maybe you can try this.

Export/Import print management settings in MSDynD365FO – e-Learn Dynamics 365 and Power platform (elearnd365.com)

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi,
There is no standard entity available to export data from Print Management > Documents, for example, Free Text Invoice > Original <Default>.

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StanM 25 on at

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Thank each of you for your replies.

Jac Rod, the closest data entity I could find is the print management destination emails v2. It contains the names of each of our invoices. However it does not contain the parameters, for example use INV123 when the pool = xx and the price group = yy.

I will continue to research.

Bharani, I will check out the code you provided.

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