Dynamics Utilities FREE Download

Dynamics Utilities

Using the Form, download this FREE  managed solution, which adds new Step to a Workflow, to delete record

Template Migration

In CRM, each custom entity has a unique Object Type Code / Entity Type Code (ETC). The ETC is created when entity is manually created or the entity is created by importing managed / unmanaged solution. The ETC is different between different CRM even when importing the same solution, although the entity name is kept the same in both CRMs. Word Template is linked to the entity name and its ETC. When exporting Word Template from a sandbox to Production, the ETC has to be modified to match the ETC of that entity, as in the Production CRM.

Templates Migration is a tool, provided free of charge, to migrate word template from on CRM to another.

It’s a very simple tool to use.

Firstly, from the Connection menu set up the URL, user name and password to connect to the source CRM, where the templates are located, and to the destination CRM, where we wish to migrate the templates to.

Get Word template provides two options for the source of the templates, either in CRM or from hard disk. By selecting this menu (or uploading from hard disk) a list of word templates is available. Select templates and click Migrate, which will migrate one or more selected templates, to the destination CRM

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