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Automated Backup of your DocumentsCorePack Templates

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Written by Klaudia Ogris
March 18, 2021

Learn how to make a template backup via the Service Configuration in your Dynamics 365.

Just open your Service Configuration. If you need help by navigating to your Service Configuration have a look at this article first.

After you have selected your service, press the [import/export documentscorepack templates]-button (highlighted in yellow).


Figure 1: Select service in your Service Configuration

The Template Management site opens where you can manage

❶ The Import of Templates

❷ The Export of Templates

❸ The Transfer of Templates (Learn more about it!)

❹ And the Scheduled Template Backup to Azure Blob Storage with which we will deal in more detail.


Figure 2: Template management

Press the [Configure]-button and the Scheduled Template Backup-window opens.

❶ First you have to enable the Scheduled Template Backup and then you can

❷ Choose the interval in days (Decide how often a backup should take place). 

❸ Now you need an Azure Blob Storage SAS URL. Learn here how to get one.

❹ You can optionally name a Folder AND/OR

❺ Filename for your Backup.

❻ Don´t forget to save your settings!

Please Note: Restart your service to make this changes work! It depends on your settings for the intervals how often a backup is made (in this example it is once a day).


Figure 3: Scheduled Template Backup-menu

If you press the [View Template backups]-button, a list of all your template backups is shown.


Figure 4: List of Template Backups

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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