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Step-by-Step: How to set up a proposal using MultiPart

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.

 

 

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. 

 

Next, define your DocParts

❹ Proposal
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). 

❻ Appendix
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  a pdf as  email attachment to  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 support@mscrm-addons.com.




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