This step-by-step description outlines how to create and custom a one-click-actions using MultiPart. In this example, we want to create a proposal which consists of severalDocParts: a cover letter, a company profile, the proposal, terms and conditions (in different languages) and the appendix.
Usually, you create a document from a single template. By using the MultiPart-function, you have the possibility to create a document from several elements, which can be dynamic (template) or static (docuemnt stored as note or on SharePoint). For more information, please also have a look at the corresponding documentation here.
To start the configuration, please open your Dynamics 365 Settings, navigate to the MSCRM-ADDONS-section and select DocumentsCorePack(DCP), like you can see in the figure below.
The main configuration window provides you with a few tabs that allow you configure DCP in general. Please go to the ❶ 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 - in this case, Quote. Hit the ❹ [Edit]-button on the right side, which opens the Quote One-Click-Actions.
Figure 2: One-Click-Actions - available entities
In the window below click on the❶ [New Single]-button, which opens the dialog above, where you have to enter the ❷ name of your action, "Proposal" in this example.
After hitting the [OK]-button, you will be provided with the configuration window for Single Record Actions. Please follow the next steps to configure your action in detail:
Step 1: General Settings
In this window, you have the possibility to change the ❶ name of your action and add a ❷ description, as you can see in the figure below. It is also possible to set this action as ❸ default by checking the corresponding box. These ❹ buttons enable you to switch to the next step.
Next, define your DocParts:
❷ Cover letter
For the cover letter please select Template as Type, which opens the Look Up Record-window, where you have the possibility to choose your template - in this case, "Quote_Cover.docx". It is very helpfully to enter a description for your DocPart to identify it easily in the DCP Dialog. We want this DocPart to be shown, so please select the corresponding Checkbox.
❸ Company profile
Next click on the [+]-button to add the next DocPart you want to define. This DocPart has to be defined like the cover letter. The only difference is that the company profile in our example is optional.
This DocPart contains two templates - the "Proposal long version" and the "Proposal short version". Therefore please create two DocParts as explained before, select them by checking the checkbox on the left side and combine them by hitting the [Combine selected DocParts]-button (highlighted in yellow).
❺ Terms and Conditions
Like the proposal before, you have to define the several templates and combine them. This DocPart is optional like you can see on the right side.
Define the appendix like the other DocParts before and set it to optional.
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 the document as ❶ a pdf as ❷ email attachment to ❸ a potential customer and ❹ 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.
If a Dynamics 365 user now clicks on the [Create Document]-button, the user will be automatically provided with the new one-click-action (here: Proposal).
Hit the [Next]-button to see how this example looks like. In the figure below, you can see the result of your proposal which contains the elements defined before. As configured above, some DocParts are optional, where the user can decide if he wants to add these to his document by checking the checkbox. The "combined DocParts" like you can see below Terms and Conditions, allow users to select between the different DocParts by opening the drop-down menu.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.