---
title: "Save data set as template"
slug: "save-data-set-as-template"
tags: ["Task", "Data Modeling Studio", "DMS"]
updated: 2026-03-20T11:29:29Z
published: 2026-03-20T17:44:45Z
canonical: "docs.staedean.com/save-data-set-as-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Save data set as template

You can save one or several data set configurations as a template. You can use this template to exchange the data set configuration with another D365 F&SCM environment or to easily add it to a data model.

If you save data set configurations as template, a template is created with the category '**Data**' and the type '**XML**'. In the template, the data set configuration is stored in plain XML. The XML contains both the data set general settings and the data set fields.

On saving data set configurations to a template, you can:

- **Create a new template**: Enter the desired template name in the **Template** field.
- **Overwrite an existing template**: Set the **Overwrite template** field to '**Yes**', and, in the list, select the desired template.

### Steps

1. Go to **Data modeling studio** > **Data modeling studio** > **Data sets**.
2. You can save one or several data sets as template.

In the list, find and select the desired data sets.
3. On the **Action Pane**, click **Templates**.
4. Click **Save as template**.
5. To create a template, in the **Template** field, enter the desired template name.

In the **Template** field, type the template name.

> [!NOTE]
> **Note**
> 
> If you overwrite an existing template, the name of the selected template is entered automatically in the **Template** field.
6. To overwrite an existing template, select **Yes** the **Overwrite template** field, and, in the list, select the desired template.

Select **Yes** in the **Overwrite template** field.
7. In the list, find and select the desired template.

> [!NOTE]
> **Note**
> 
> The name of the selected template is entered automatically in the **Template** field.
8. Click **OK**.

## Related

- [Exchange data set configurations](/exchange-data-set-configurations.md)
- [Set up data templates](/set-up-data-templates.md)