Document Template Manager — User Guide

Overview

Document Template Manager lets you browse, manage, and migrate Word, Excel, and Email templates across Dataverse environments without using the legacy Dynamics 365 UI.

Prerequisites

• An active connection to at least one Dataverse environment
• For cross-environment copy: connections to both source and target environments
• Appropriate Dataverse privileges: read templates for browsing, write/delete for management operations

Getting Started

1. Select Document Template Manager from the sidebar
2. The plugin loads and displays two tabs: Document Templates (Word/Excel) and Email Templates

Interface Overview

Each tab shows a list of templates with their name, type, associated entity, status, and modified date.

Workflow

Browsing Templates

• Templates load automatically when the plugin connects
• Use the search box to filter by name
• The Status column shows whether a template is Active or Inactive

Activating / Deactivating a Template

1. Select one or more templates using the checkboxes
2. Click Activate or Deactivate in the toolbar
3. A confirmation prompt appears before any change is applied
4. The list refreshes automatically after the operation

Editing a Template

1. Click the Edit (pencil) icon on a template row
2. Edit the Name and Description fields in the inline editor
3. Click Save to apply — the row updates immediately

Deleting a Template

1. Select the template(s) to delete
2. Click Delete
3. Confirm the deletion in the dialog — this action cannot be undone

Downloading a Template

1. Click the Download icon on a template row
2. The template file is saved to your Downloads folder in its native format (.docx, .xlsx)

Copying Templates to Another Environment

1. Select one or more templates
2. Click Copy to Environment
3. In the Copy panel, choose a target environment from your saved connections
4. Review the list of templates to copy
5. Click Execute Copy
6. Each template is upserted into the target by GUID — existing templates with the same ID are updated

Tips

Troubleshooting