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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / export html e-mail tem...
Customer experience | Sales, Customer Insights,...
Answered

export html e-mail templates

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Posted on by Jetj25 534

Hi All,

I have tried to export the email templates with excel and then import them to my production instance without using the data configuration tool because it need an serviec user with CDS acces

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/320080/export-of-marketing-email-templates

Import-export.PNG_2D00_720x640.png

Did someone succeeded to export import the e-mail templates with excel?

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  • Verified answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at

    Hi yes, this is doable. 

    1. Switch the view in the email template list to "Read Only Grid"

    pastedimage1585262680000v1.png

    2. Create a new view that you're going to use for exporting. In this view, make sure you add the "Designer HTML" and "Email body" columns

    pastedimage1585262756253v2.png

    3. Now, on this view, use filters to select which templates you'd like to export. 

    4. Click on the "Export to Excel" button in the ribbon - and save the excel file. This now has your HTML template data.

    5. In the new environment, use the import from excel to import the email template information. Make sure you do not change the column headers of the excel sheet. 

    6. Once the import operation is complete (you can keep an eye on it from MarketingSettings -> Import Data

    pastedimage1585263005409v3.png

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