Article | Stuart Elcocks | 21/04/2023

Transfer Word Document Templates

Word document templates can be migrated across environments by generating the template from a source Dynamics environment.

Note

We advise generating the template for documents as the content property contains the base64 word document.

To return all the word document types from your source Dynamics environment run the following command

New-DrmTemplate 
    -entityName documenttemplates 
    -filter '$select=organizationid,name,documenttemplateid,languagecode,documenttype,clientdata,content&$filter=documenttype eq 2' 

Below is an example of what you will get returned.

The organizationid will be different across environments so it will require parametrisation.

{
  "$schema": "https://schemas.drmtemplates.io/2021-03-01/deploymentTemplate.json#",
  "contentVersion": "1.0.0.0",
  "parameters": {},
  "resources": [
    {
      "targetenvironment": {
        "bearerToken": "<Enter token here>",
        "url": "<Your Dynamics url>"
      },
      "type": "drm.crmbaseentity/documenttemplates",
      "apiVersion": "2023-01-09",
      "name": "GeneratedTemplateFor_documenttemplates",
      "properties": {
        "data": [
          {
            "documenttemplateid": "97e568ad-1033-4138-b682-10c9f69da6ec",
            "organizationid": "ebce9626-e897-48bd-bf2c-76edba0759f2",
            "name": "DRM Demo Document",
            "languagecode": 1033,
            "documenttype": 2,
            "clientdata": "{&quot;Range&quot;:null,&quot;Columns&quot;:null,&quot;DisplayConditions&quot;:&quot;<DisplayConditions><Everyone /></DisplayConditions>&quot;}",
            "content": "<Base64 content>"
          }
        ]
      }
    }
  ]
}