mscrm-addons.com - Blog

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!


Step-by-Step: How to configure a One-Click-Action

This step-by-step tutorial will show you how to create a new one-click-action based on a single record. In this example, we want to create a new action based on the Quote entity. We want our action to send a quote as pdf by email to a customer and save it to SharePoint. Please also have a look at the corresponding documentation here

To do so, please open your Dynamics 365 Settings, navigate to the MSCRM-ADDONS-section and select DocumentsCorePack, like you can see below.  

 

The main configuration window provides you with a few tabs that allow you configure DCP in general. Please go to the  One-Click-Actions-tab, the new feature of DCP ServerBased. It opens the window below, which shows you all ❷ available entities. The ❸ search function helps you find the entity for which you want to create a one-click-action. 

 

 

Step 2: Template Settings 
These settings help you to configure your template selection in detail. In our example, we choose the ❶ Predefine Template option and select our template - in this case, ❷ Quote.docx. This means the user does not have a DocumentsCorePack template selection, the template is used automatically. For more information on how to create a template, please have a look at this blog article.

Step 3: Processing Settings
At this step, you can define the actions which should be done. In our example, we want our action to send a quote as ❶ pdf by ❷ email to a customer and ❸ save it to SharePoint.

 
Step 4: Review Settings
You have the possibility to review your document, create PNG preview and automatically open your document like you can see in the figure below. 

After configuring all steps, you have to save your actual one-click-action. 


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

 




Comments are closed.