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    Promote Document Templates Through Environments with XRM Toolbox

    Excel and Word templates cannot be promoted through a solution push.  They will have to be promoted using the XRM Toolbox.  The XRM Toolbox can be downloaded from the XRM Toolbox website. Use the DOCUMENT TEMPLATES MOVER TOOL.

    Note: If you created a template from a Production environment then try to upload to a Development environment and promote from there, the templates may not be associated with the correct entity.  Always try to initiate and create the template creation from the lowest environment and promote from there.

    Upload Templates to a First Environment

    1. Create the template in the lowest environment & upload it there.  (i.e. Your Development environment.)
    2. Open XRM Toolbox
    3. Connect to the DEV organization
    4. Open the Document Templates Mover tool. (Note: If you don’t see the button to Select Target, maximize the window)
    5. Click Load Templates
    6. Select the templates you would like to promote to the next environment
    7. Select & Connect to a Target environment
    8. Click Transfer Templates.
      1. You will see the transfer process status in the bottom right of the corner.  It’s a quick process and there is no prompt when complete.

    Promote Template(s) to Additional Environments

    If you want to move the template to an additional environment, follow the steps below.

    1. Click Select Target and choose a different environment you would like to promoste the templates to.
    2. Select the Templates you would like to promote.
    3. Click Transfer Templates(s)
      1. You will see the transfer process status in the bottom right of the corner.  It’s a quick process and there is no prompt when complete.

    For questions on how to create the right templates for your organization, please contact Hitachi Solutions today.