Copy the Inventory / Warehouse Configurations to another environment using templates in Dynamics 365 for Finance and Operations (D365FO)

Overview

This topic explains how to set up a warehouse by using a warehouse configuration template. There are several predefined configuration templates that you can use. 

Configuration templates can be helpful in many scenarios. Here are some examples:

·        You've completed and tested a configuration setup in a test environment, and you now want to copy the setup to a production environment.

·        You want to roll the warehouse setup out to several legal entities or create a new warehouse in the same legal entity.

·        You want to quickly prepare for a demo of the warehouse functionality.

·        You want existing items and warehouses to use the functionality in Warehouse management instead of the functionality in Inventory management.

1.   Source Environment

1.1 Load Default Templates

Go to System Administration > Workspaces > Data Management

1.      Select Templates

2.      Click Load Default Templates

3.      Select Inventory template

4.      Select only the required entities from the selected default template and remove the remaining

1.2 Export Project

1. Come back to the Data management form     

 Click Export

 2.      Enter the Name for Project

3.      Click Save

4.      Click Apply Template

5.      In the pop-up screen, select the created template

6.      Click Export

7.      Click Close

8.      Click Refresh to see all are executed

9.      If all successful, click Download Package

10.  Save the Package

2.   Destination Environment

1.      Go to System Administration > Data Management

Click Import

2.      Enter Group Name

3.      Click Add Template

4.      Select the same type of Template created (To be followed steps in section 1. Load Default Templates to create the template) on destination environment and click OK

5.      By the above step, entities will be added from the template to the Project

6.      Click Add File to add the data file / exported project

7.      Browse the zip file that got extracted from source environment and click Upload and add

8.      Click Import

9.      Data will start importing

This will take time to import and create the configurations.

If some error appears add the missing dependent entities in source environment and retry again