mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to save generated documents to a specified SharePoint URL

In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL in a workflow. More information about how to create a workflow can be found here. We will skip this part and focus on the step which saves the generated documents to SharePoint. 

Therefore, we have to create a new MSCRM-ADDONS.com AutoMergeWorkingItems, which makes sure that the generated document will be saved to a specified SharePoint URL. To do so, please add a new step to your workflow and set click on the  [Set Properties]-button. The properties for this step could look like in the example below: 

 

❷ AutoMergeAction
Open the drop-down menu and select CreateDocumentSelect this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity.

❸ PrimaryRecordUrl
Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of how to set a PrymaryRecordsUrl-field can be found in this blog article

❻ Direction
Select the direction of your SharePoint service here. In this case "Entity to SharePoint" because we want to save a generated document based on an entity to SharePoint. 

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




Comments are closed.