You can import an Action and document management configuration from a data (DAMDATA) file. This data file must be the result of a configuration export from Action and document management on another or the current Microsoft Dynamics 365 for Finance and Operations environment.
The steps in this topic show how to import a data file that is stored on the file share. Make sure the data file is already uploaded as type Data file to the File share workspace.1. | Click Action and document management design. |
2. | Click Import wizard. |
3. | In the list, find and select the desired record. |
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Note: The data files shown in the list are the same as available on the File share workspace, on the Data files tab. |
4. | Click Next. |
5. | Click Finish. |
Related to | Notes |
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Exchange workflows |
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Exchange document types |
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