Download and upload Excel template gives error

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Posted on by drhorg

In my Dynamics 365 I need to migrate an Excel template from one environment to another. Unfortunately do not have the original Excel template.

On DEV - Adv Settings - Template - Select Excel template - Maximize - Download . I downloaded the template and looks OK. However, after go to higher environment in Adv Settings - Template , it fails with the following error. How is it possible that an Excel template that works on one site, when trying to upload on another site it fails (without any change)

I tried upload file as is. then tested with "enable edit". then R.click on the file - Properties - Unblock

Nothing worked. the failure is the same. I really tested on multiple environements and same behaviour, so is no environment issue. Am I doing something wrong.

Did anyone experienced a similar scenario on D365.

I very much appreciate your help.

thank you,

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Mira Ghaly 11,415 Moderator on at

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@drhorg

So before downloading the template from settings on Dev , can you check if the template is working in the sense of you go to the view where the template exists and try to download the records , please check if this is workings.

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