Document Templates Mover

This XrmToolBox tool allows you to copy Word document templates across different Microsoft Dataverse environments (developed by Tanguy Touzard).

Retaining the template GUIDs when deploying Document Templates to different environments is required when it is referenced in other configurations (e.g. classic workflow). But the problem is that Document Template is not solution aware and uploading the document would cause the problem for custom tables with different ObjectTypeCode in a different environment because tables in Word Templates are referenced by their ObjectTypeCode.

To overcome this issue, you can use this tool to transfer word document templates from one environment to another easily while maintaining the same GUID for the template.

• Tool Information
• Blog Mention
• Functionalities
• Copy over the document template to the target environment (Fig. 1, Pt. 2)
• Load the Word templates in the environment (Fig. 1, Pt. 1)
• Connect to the target environment (Fig. 1, Pt. 4)
• Select the Word template(s) to copy (Fig. 1, Pt. 3)
• Additionally, the tool can
• Show the status of the actions in the logs (Fig. 1, Pt. 5)

Fig. 1 - Document Templates Mover

This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.