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How to add the [Create Document]-button manually

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form. 

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011

To add the button, you must install the Ribbon Workbench for CRM 2011. (which can be downloaded here

Please find the manuals here:

 

Result: Once added, the [Create document]-button looks like shown in Figure 1. 



Figure 1: [Create Document]-button added to the account entity


How to add the DocumentsCorePack [Create Document]-button

First, open CRM and create a new solution. To do so, please navigate to Settings > Solutions. Name the solution as you wish. 


Figure 2: newly created solution form

Once saved, the form will reload. Click on the [Add Existing]-button and Entity.


Figure 3: [Add Existing]-button

In the next window, select the entity to which the DCP-Button should be added (here: Account). Then click on the [OK]-button. 


Figure 4: Select the enitity to which the button will be added

On the next page select the No, do not include required components-option and click on the [OK]-button.


Figure 5: Missing Required Components-window

Next, click on the [Add Existing]-button again. But this time, please select Webresource.

The window that pops up now will show you all installed webresources. Select ptm_Icon16x16, ptm_Icon32x32 and ptm_dcp_js_jslibrary

Figure 6: Select web resources

Figure 7: Select web resources

Your solution window will look like shown in Figure 7. 


Figure 8: Finished solution in CRM.

Next go to the solution section of CRM again. We recommend to create a backup. To do so, mark your newly created solution and click on the [Export]-button.


Figure 9: Create a solution backup in CRM

Click through the dialog. Please note: It is of utmost importance that you select Unmanaged on the last page. 


Figure 10: Export Solution – Webpage Dialog

Click on the [Export]-button in order to proceed. 

Now you can start to create the button.

In the solution-section of CRM, double-click on the RibbonWorkbench-solution. 


Figure 11: Ribbon Workbench-solution

Now the Ribbon Workbench opens. First, select the solution you have created before (which contains the entity and the DCP web resource). 


Figure 12: Ribbon Workbench

The loaded RibbonWorkBench will look like shown in Figure 12:


Figure 13: Loaded Ribbon WorkBench

Now select Form in the dropdown-box in the right upper corner.

Thereafter, select Group and drag and drop it to any place on your form. 

Then select the newly added group in the form. Please find its properties on the right side. You can assign a specific ID to your group. 


Figure 14: Assign a specific ID

Now add a button to your group, again via drag and drop.

Change the ID, select your images and name it.


Figure 15: Define your settings

Next, add the command of the button. Right-click on Commands > Add new


Figure 16: Add the command of the newly created button

On the right-side, you can see all properties of the new command. We recommend to give it a meaningful ID.

Then hit on the lookup-field next to Actions. In the window that pops up now, click on the [Add]-button. 


Figure 17: Click on the [Add]-button

In the next window, select Javascript Function Action and click on the [OK]-button.


Figure 18: Select type of rule

In the FunctionName-type in DCP.Lib_Registry.printInWord and for Library select ptm_dcp_js_jslibrary. Click on the [OK]-button. 


Figure 19: Actions-dialog

Back in the WorkBench, mark your button, to see its properties on the right side.

For Command select the newly created command via the ID. 


Figure 20: Mark your button and select its properties

Now that the configuration is done, click on the [Publish Solution]-button in order to import and publish the new solution containing the button.


Figure 21: Publish the new solution

After the process has been finished, your button will be available and ready to use on the Accounts form. 


Figure 22:[Create Document]-button added to the account entity

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




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