This blog article outlines how to save a document to SharePoint with DocumentsCorePack. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically. 

PREREQUISITES: 
1. Make sure to integrate SharePoint with Dynamics 365: 
This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher. 

Step 1:  Please open the Document Management Settings. To do so, please navigate to Settings > Document Management and select the Document Management Settings, highlighted in yellow in the figure below.

Figure 1: Document Management Settings

  

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management. 

Figure 2: Select entities and SharePoint site

 

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed. 

Figure 3: Create a folder structure 

 

Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the setup.   

Figure 4: Document Library Creation status

 

2. Make sure to activate SharePoint on DocumentsCorePack:

ONPREMISE: 
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.

Figure 5: Specify your SharePoint user

 

In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.

Figure 6: Activate SharePoint in DCP Server configuration

 

ONLINE:
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below. 

Figure 7: Activate SharePoint online

  

How to save to SharePoint?
Please hit the [Create Document]-button and enable the "Save to SharePoint"-checkbox. 

Figure 8: Enable save to SharePoint checkbox

  

In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.

Figure 9: Set SaveOnlyTemp to NO

   

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

This blog article is relevant for you if you get the following error message during the update to the AutoMergeGlobalButton Solution version 2017.38/2018.38 or higher:

FAILURE: The RibbonRule(f146d12c-f718-e611-80fb-5065f38a7a11) component cannot be deleted because it is referenced by 2 other components.

OR if the update was successful, but you get the following error on page load or on [Create Document]-button click:

Figure 1: Error message

If this happens on a “Service Activity” record, please check the section “For Service Activity”.

Reason

We have changed the enable rules of the [Create Document]-button to make different improvements. If you have not customized the DCP button manually you will not have any problems.

But if you have modified the [Create Document]-button (e.g. via RibbonWorkBench) you will get the above errors.

The reason for that is that due to your custom change a copy of the old XML structure has been created (e.g. in order to add custom display rules to the button) and the update fails because a reference to the old XML structure exists.

How to solve it
First, find out for which entities changes were made (you can skip this step if you know which entities are affected):

To do so open the dependency dialog for the “AutoMergeGlobalButton” solution as described in this blog article.

[YOUR CRM URL]/tools/dependency/dependencyviewdialog.aspx?objectid=[GUID OF AMGLOBALBUTTON SOLUTION]&objecttype=7100&operationtype=dependenciesforuninstall

In this example the changes were only made for the quote entity (Just entities depended on the “Application Ribbons” are relevant):

Figure 2: Relevant entities in this example

Next, check the changes for these entities. In this case for the quote entity. This can be done via a manual solution export of the entity ribbon or via the RibbonWorkBench. In this example, we use the RibbonWorkBench. When we open it for the quote entity, it shows the following changes:

Figure 3: Entity changes via the RibbonWorkBench

It is recommended to create a backup of the Ribbon XML first.

Then remove all elements which are related to the [Create Document]-button. The IDs of all of them start with “MSCRMADDONS” (see highlighted above). This can be done by right-clicking -> Delete.

In detail this means that you remove your custom changes which have been made on the MSCRM-ADDONS ribbon elements. Once done the button is reset to the out of the box behavior.

After publishing these changes the problem should be solved.

Please note: It could also be possible that this change has been made on Organization1 and has been migrated to Organization2 via a managed solution. In this case, this has to be changed or removed in that migration solution.

Problems in Dynamics 365 Online version 9.1: We have noticed the no buttons which were added via the RibbonWorkBench or via any other unmanaged way cannot be undone.

It behaves like follows: You remove the ribbon elements via the RibbonWorkBench and publish it. Everything seems fine, but when you reload the RibbonWorkBench you notice that all elements are here again.

This is a global CRM problem and happens for CRM default buttons as well.

Please contact Microsoft support to fix this.

For Service Activity

If this happens on a “Service Activity” record and you have the “AutoMergeGlobalButtonExtension” solution version 2015.2 or lower installed, please update to the 2015.3 version.

Download the solution via this link:  DownLoadLinkToSolutionInTheFolder

Open Dynamics 365 -> Settings -> Solutions -> hit “Import” -> select the zip solution file and follow the wizard.

Still not working

If you followed the above steps but the update does still not work, please send us the following information:

• Error Message of Install/Update process
• CRM Version (Dynamics 356 -> Settings wheel -> About)
• Unique organization name: https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365
• A screenshot of the dependency dialog for the “AutoMergeGlobalButton” solution (as described above)
• A screenshot of the included elements of the RibbonWorkBench of affected entities (or the <RibbonDiffXml>)

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

The current version of this article can be found via the following link:

https://support.mscrm-addons.com/knowledgebase/dynamics-365-unified-interface-limitations
 

This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

In this example, we create a document and use therefore a template which contains one signer. The result can look like in the figure below: 

Figure 1: Example: Adobe Sign in-person signing in DCP

Therefore follow the steps below: 

Step 1: Create document via DCP Dialog
First, open your Dynamics 365 and search the entity you want to create a document for – in this example Work Order. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below. 

Figure 2: DCP Dialog – select template

Here, please select the template you want to execute – in this case WorkOrder_Template.docx.

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Step 2: Define how your document should be executed
In this example, we want the document to be attached, so please check the Attach document checkbox and select as Adobe Sign email from the drop-down menu. Check the In-person signing checkbox and your recipient and the e-mail address from the drop-down menu.

Please note: The recipient should be the person (the host - explained at the beginning)  who is required to be with the signer in order to sign the document. Click on [Next] to continue.

Figure 3: DCP Dialog – define how your document should be executed

Step 3: Check your document before you forward it to Adobe Sign
Therefore, please click on the attachment, highlighted in yellow. 

Figure 4: DCP Dialog – Preview document

This opens a preview of your document. As you can see, there are two Adobe Sign text tags: one for the initials and one at the bottom of your document for the signature (highlighted in yellow).

Figure 5: Preview of your document

If your document is fine, please click [Finish] to attach the document as Adobe Sign mail.

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Step 4: Review and sign document
Now you are able to open the document directly from the DCP Dialog, as you can see in the figure below. 

Figure 6: DCP Dialog – complete the document signing

But also, an e-mail has been sent to the host who is required to be with the signer in order to sign the document (see figure below). With a click on the blue text “Click here to review and sign”, the document opens in a browser to be signed. 

Figure 7: E-mail with a link to Adobe Sign document

As you can see in the figure below, the document is now ready to be signed. After the singer sings the document, the host has to hit the [Click to Sign]-button at the bottom of the page.

Figure 8: Sign the document

This action will finish the process and a copy of the signed document will be sent to all parties (see figure below). 

Figure 9: Document successfully signed - message  

Step 5: Signed document ready for download 
Hit the blue text “the document” in the received e-mail to open the signed document. 

Figure 10: E-mail signed document

In the so opened window in your browser, you can see ❶ all details, ❷ the steps of the process and the document, which now contains ❸ both signatures. Click on ❹ PDF to download your signed document. 

Figure 11: The signed document ready for download

Congratulations! You have signed your first Adobe Sign document using in-person signing. 

This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed.

The result can look like in the figure below:

Figure 1: DCP document with two Adobe Sign signatures

Therefore follow the steps below: 

Step 1: Create document via DCP Dialog
First, open your Dynamics 365 and search the entity you want to create a document for – in this example Work Order. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below. 

Figure 2: DCP Dialog - select your template

Here, please select the template you want to execute – in this case we want a document with two signees to be signed, so please select the WorkOrder_Template_2signees.docx. 

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Step 2: Define how your document should be executed
In this example, we want the document to be attached, so please check the Attach document checkbox and select as Adobe Sign email from the drop-down menu (see figure below). Select your recipients and their e-mail addresses from the drop-down menus – in this case two, because we have two signees.

Please note: The first recipient will get the document first and after signing it, the document will be sent to the second recipient. Click on the [Next]-button to continue. 

Figure 3: DCP Dialog - define how your document should be executed

Step 3: Check your document before you forward it to Adobe Sign
Therefore, please click on the attachment, highlighted in yellow. 

Figure 4: DCP Dialog - preview document

This opens a preview of your document. As you can see, there are two different Adobe Sign text tags: one for the initials and one at the bottom of your document for the signatures of the two signees (highlighted in yellow).

Figure 5: Preview of your document

If your document is fine, please click[Finish] to attach the document as Adobe Sign mail. 

Step 4: Review and sign document
Now the first recipient you have selected receives an e-mail with the Adobe Sign document as you can see below. 

Figure 6: E-mail with a link to Adobe Sign document

With a click on the blue text “Click here to review and sign”, the document opens in a browser where the first recipient must enter his initials and sign the document. As you can see in the figure below, the fields, that must be completed by the first recipient, are highlighted in yellow and marked with Start. 

Figure 7: Sign the document

A click on the [Click to Sign]-button at the bottom will finish the process and will send the document to the second recipient (selected before) to be signed. Also, a copy can be downloaded here. 

Figure 8: Document successfully signed - message

Step 5: Signed document ready for download 
After the second recipient signs the document, all parties of the agreement will automatically receive a copy of the signed document (see figure below).

Figure 9: E-mail signed document with two signees

Hit the blue text “the document” to open the signed document. 

In the so opened window in your browser, you can see ❶ all details, ❷ the steps of the process and the document, which now contains ❸ both signatures. Click on ❹ PDF to download your signed document. 

Figure 10: The signed document ready for download

Congratulations! You have your first document signed with Adobe Sign. 

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

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We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level. Adobe Sign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents. More information can be found in the corresponding documentation on our website. 

This blog article outlines how to get started with Adobe Sign as an additional feature of DocumentsCorePack. If you decided to use Adobe Sign as an additional feature, please follow the steps in this blog article: 

Step 1: Obtain the AdobeSign package
For Microsoft Dynamics 365 Online: on AppSource
For Microsoft OnPremises: from the Adobe Sign Integration page

Step 2: Install the Adobe Sign package
The installation of Adobe Sign is very easy, please follow the Installation Guide written by Adobe.

Step 3: Adobe Sign Users and Security Roles
For using the Adobe Sign application, it is necessary that users have their security role configured to the Dynamics environment. The available security roles are:

• Adobe Sign Reader
  Users have read-only access to Agreement records.

• ADOBE SIGN USER
  Users are able to see only their own records and have User level access to built-in Dynamics records such as Contacts, Accounts, Leads, Opportunities, Orders etc. 

• ADOBE SIGN ADMINISTRATOR
  This role includes additional privileges in addition to the Adobe Sign User role such as adjusting Global Settings, Data Migration and allowing visibility over all Agreements throughout the application.

Find more information about how to configure the security roles in the Adobe Installation Guide in chapter Post Install Configuration (Required) and scroll down to Deploy Adobe Sign to Users by Assigning Security Roles. 

Step 4: DocumentsCorePack templates for Adobe Sign 
After you have configured the security roles for Adobe Sign users in Microsoft Dynamics 365, and you have made sure that they have all the rights they need, you can create a DocumentsCorePack template for AdobeSign. 

Please find all the information about how to use the Template Designer in the Template Designer User Guide on our website. 

To use Adobe Sign in DocumentsCorePack you have to enter Adobe Sign text tags. These are formatted text that can be placed anywhere within the content of your template. Text tags are converted into Adobe Sign form fields when the document is sent for signature or uploaded.

Please find all possible Adobe Sign text tags in the Adobe Sign Text Tag Guide. 

The figure below shows a template with Adobe text tags for initials and signatures for two signees.

Figure: DCP template with Adobe Sign signatures

 Still curious? More information about "How to ..." can be found in the articles below: 

• How to merge a document with Adobe Sign by e-mail
• How to merge a document and start an In-person signing process

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

This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.

As you can see the figure below shows the Data Flow of AttachmentExtractor in the Cloud: 

Figure: Data flow of AttachmentExtractor in the Cloud

 

Setup:
The AttachmentExtractor Service is hosted in our Azure account and placed in the same datacenter the Dynamics 365 environment is hosted to ensure high performance. 

Data flow: 

• Document Extraction: Based on configuration, the AttachmentExtractor-service checks for new documents in notes or e-mail attachments every X seconds and moves them to the alternative storage (SharePoint or Azure Blob Storage). At the same time, a 2nd query starts working towards historic entries. 
• If an attachment is found, the service moves the file to the corresponding storage location and replaces the reference inside Dynamics 365.
  Please note: For users access inside Dynamics  365 is unchanged.
  ​

Data flow on Retrieval:
Please have a look at the corresponding blog article. 

Security:
All communication between the Dynamics 365 organization and the AttachmentExtractor service is done using the Dynamics 365 web-services and thus is secured communication using https and authenticated likewise to Dynamics 365 itself supporting Server2Server authentification (which prevents you from providing user credentials to us) or access via Office 365 credentials. Documents never get stored on the Service engine. 

IMPORTANT: 
Customers with security concerns regarding our document generation services are eligible to install AE either on their own Azure VM or on local hardware. Please note that for performance reasons an installation in the VM is recommended. 

For Dynamics 365 Online customers the document generation service will be hosted in our Azure account. To ensure high performance it will be located in the same datacenter the Dynamics 365-instance itself is located. The installation can be done directly from our website http://www.mscrm-addons.com. 

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

Last week we had the pleasure to welcome our US team at our headquarter in Graz/Austria. For the 20th anniversary of PTM EDV-Systeme GmbH (read more about in this blog article) we invited our colleagues from Atlanta to spend the pre-Christmas period in Graz.

The intention was to get to know each other in person in order to strengthen the team spirit. For the first time, we had the possibility to work together side by side as a WEteam and so we used the last working week intensively. Everyday meetings helped us brainstorm and develop new and innovative product goals for 2019.  

But we also had a lot of fun together. Christmas is one of the most magical times in Graz and nothing can get you more into the Christmas spirit like a beautiful Christmas Market, thousands upon thousands of twinkling lights and far too much of Glühwein (mulled wine) to stay warm 😉. The city center turns into a large Christmas village with markets spread out throughout the city center making the already stunning city a winter dream.

To make their stay unforgettable we showed our US friends the Austrian lifestyle - the best spots in Graz whether at the Christmas Markets drinking Glühwein or on our Schlossberg tour, a forested mountain in the town center with its landmark, a bell tower as a reminder of the now demolished castle.  From Schlossberg, you have the best view over Graz and also a very nice Christmas Market. 

Another highlight was also our Christmas Party with traditional Austrian cuisine, which we celebrated all together for the first time. Besides to the excellent food, we had great conversations and enjoyed good laughs. We created great memories together before we end 2018 and start a busy life in 2019: 

US team in Austria - photo gallery

All in all, the visit was a complete success for our team. Being and working together was a great and really very special experience! We had a great time together, whether drinking Glühwein, at the Christmas Party, on our Schlossberg tour and of course at work.  

This blog article outlines how to react if your template gets corrupted after you have added an image to the header. If you face this problem, please try to restore it and set the following setting for the picture in the header:

With a right click on the picture, select the ❶ Size and Position Settings. In the so opened Layout settings, please navigate to the ❷ Text Wrapping-tab and select ❸ "In line with text". 

Figure 1: Image Layout Settings

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

Should you face problems with the template lookup from the Insert Static Document functionality, please do the following to load an alternative version of the dialog that does not use a web interface.

Please create the following settingskey in your Dynamics 365 for the product DocumentsCorePack. More information about how to create a settingskey, can be found here. Enter the name of your settingskey in the Name-field and the value in the KeyValue-field like you can see below: 

Name: AlternativeLookupDlg
KeyValue: true

Please ensure that you are using vesrion 9.20 or higher, otherwise you also have to perfrom an upgrade to the latest version of the client application. The latest version can be found in our Download-Center.  More information of how to find the current version number can be found in the Version Number Guide. 

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