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:
Type in the name of your newly created step - a name that reminds you of what it contains. In this case "Save File to SharePoint" makes sense.
Open the drop-down menu and select CreateDocument. Select this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity.
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.
Open the Look up-record and select the template which should be executed.
❺ SharePoint URL
Insert here your SharePoint URL, which can be dynamic or static.
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.
After defining the properties please save your newly created process and do not forget to activate it in the My Processes-section by hitting the [Activate]-button in the command bar.
Please also have a look at this blog article to learn how to upload a SharePoint document to an email.
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