Importing document templates between organizations

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Posted on by Anna Zasadzka

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Hi guys,

Do you know if there is a way to export document templates (Word, Excel) from one CRM organization and import them to another one? I cannot find any information about it.

Regards,

Anna

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Nithya Gopinath 17,076 on at

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RE: Importing document templates between organizations

Hi Ann,

You could use the Document Templates Mover in XrmToolbox as suggested by Ravi.

See: dynamicscrmcoe.com/document-templates-mover-crm-2016-crm-instances/

Hope this helps.
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RaviKashyap 55,410 Moderator on at

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RE: Importing document templates between organizations

There are plugins available in XRM Toolbox to achieve the same.

http://www.xrmtoolbox.com/index.html