Moving Word Document Templates in Dynamics 365 with XrmToolBox

Q. How to move Word Document Templates in Dynamics 365: XrmToolBox

In this blog/video, I'll cover how to move Word document templates from one environment to another via XrmToolBox in Dynamics 365

Pre-requisite- 
1. Existing Document Templates Required - Learn low to create them here- here
2. XrmToolBox Installation Required - Click here for Details, Features, and Installation

Word templates introduction
Microsoft Word makes it easy to create nice-looking documents for your Dynamics 365 data. You can create templates with a consistent design and style, and share them with others. This means that all the documents you send to customers will have the same professional appearance that represents your organization. When you're ready to generate a document, you can do it with a single click, and the information from Dynamics 365 will automatically fill in the right places in the document.

XrmToolBox introduction
XrmToolBox is a popular tool used in Dynamics 365 for various purposes like-  customizations, data management, and administration tasks. Basically, it provides a collection of tools and plugins that can make our Dynamics 365 work easier and more efficient. We can perform activities like fetch XML queries, plugin development,  data import/export, schema customization, and more, all within a user-friendly interface. It has more than 334 tools so far which makes our work tasks easier and less time-consuming For all  Dynamics 365 professionals- It can be considered as a valuable resource to enhance their productivity and efficiency in working with the platform.

To upload a document template in Dynamics 365 via XrmToolBox, you can follow these steps:

1. Install XrmToolBox: If you haven't already, download and install XrmToolBox from the official website. Follow this blog here
   
   
2. Connect to Dynamics 365: Launch XrmToolBox and connect to your Dynamics 365 organization by selecting the appropriate connection in the "Connect" panel. Click on the "Connect" button and provide the necessary details such as the CRM URL, username, and password. 
   Note-check the checkbox for displaying the list of available organizations. By selecting this option, you will be able to choose an environment from your CRM instance.
   
3. Connect to Organization: In the Document Template Manager window, click on the "Connect" button to establish a connection with your Dynamics 365 organization.
   
   
4. Open Document Template Manager: Once connected to XrmToolBox, click on the "Tools Library" button in the toolbar. In the Tools Library window, search for "Document Template Manager" and install the plugin by clicking on the "Install" button.
   
   
5. Load Document Templates: After the installation, go back to the main XrmToolBox window and locate the "Document Template Manager" under the tools tab. Click on it to see all the tools and scroll down to find Document Template Manager.
   
   
6. Load Templates: Once connected, click on the "Load Templates" button. This action will retrieve the list of existing document templates from your Dynamics 365 organization.
   
   
7. Upload Template: To upload a new document template, click on the "Upload Template" button in the Document Template Manager window.
   
   
8. Select Template File: In the file selection dialog, browse and choose the document template file you want to upload. The template file should be in the appropriate format supported by Dynamics 365 (e.g., Word or Excel).
   
   
9. Upload Template: Once you have clicked on the "Open" button, a confirmation message will appear indicating the success of the upload process. If the template is uploaded then it will be shown under "create template" otherwise it will be shown under ignore template.  Click "OK" to close the confirmation dialog.
   
   
10. Verify Uploaded Template in XrmToolBox: The newly uploaded document template should now be displayed in the Document Template Manager window. You can verify the template by selecting it from the list.
    
11. Verify Uploaded Template in Dynamics 365: The newly uploaded document template should now be displayed in the Document Template. 
    
    
12. Test the Uploaded Template: Go to the CRM> Open any contact> Click on the 3 dot option on the command bar and then click on word templates. Your uploaded template should be visible under Word Templates >Click on the file to download.
    
13. Check the fields: The file will be exported to Word with all the contact details mapped into the Word document. Download the file, And open it.
    
    

The file will be exported to Word with all the contact details mapped into the Word document. Download the file, And open it.

That's it! By following these steps, you should be able to upload a document template in Dynamics 365 using XrmToolBox.