This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.
This article covers the configuration, an example and the technical details of this feature.
To take adavantage of this feature, you need at least the following version of DocumentsCorePack:
- DocumentsCorePack Client for MS CRM 2011 v5.76
The configuration options allow template editors to define
of activities based on a template independently.
The configuration of this feature requires a proper configuration of the DocumentsCorePack Server and you need to understand the fundamental CRM 2011 capabilities.
For example, an entity that does not have an enabled save location can be set as a save location but will end up in an error message.
An entity that does not allow activities can not be set as recipient or regarding. This configuration will also end up in an error message.
Anyway, to access the Advanced Settings, open an existing template or generate a new one.
Then navigate to mscrm-addons.com (1) > click on the [Insert MailMerge Fields]-button (2) > open the Template Settings-tab (3)
> click on CreateActivitiesFor (4) > click on Advanced Settings... (5).
Figure 1: Open CreateActivitesFor Advanced Settings
Here you can select the the Recipient, Regarding and the SaveLocation for the template.
The options which can be selected for each area are displayed in a tree view.
You can insert the required relation by clicking on the nodes and by double clicking on the correct option.
Figure 2: CreateActivitiesFor - Advanced Settings
The configuration is set for a quote template and has the following effects:
The example below shows the outcome of the configuration for this quote template in more in detail.
The quote AA_Bikes with the parent account MSCRM-ADDONS.com has a primary contact named Christian Ternek.
Figure 3: Example
After saving this template, you can continue to create a document, either directly from Word by using the [Select CRM Data]-button or by using the [Print in Word]-button within CRM.
Once done so, you get a merged document.
In case of further document processing, you can use the [CreateCRMActivity]-button and, e.g. generate a letter activity.
This process saves our generated document in the folder of the account (MSCRM-ADDONS.com) and defines the regarding to the quote (AA_Bikes).
The recipient is the primary contact of the parent account of the quote (Christian Ternek).
Figure 4: Further document processing, eg. generation of a letter activity
The third option (SaveLocation) also works for our AutoMerge addon (version 5.25 and higher).
The option to define the Regarding and the Recipient are not available in AutoMerge as they can be set directly within the workflow.
The options effect the Create CRM Activity-, the Save as...- as well as the Send as PDF-functionality of the DocumentsCorePack Client.
The outcome when selecting the Create CRM Activity-functionality is described in the above example.
The outcome when selecting the Send as PDF-functionality is the same.
When you select the Save as...-functionality, the recipient and the regarding-property are ignored. It only saves the generated document to the proper location that is configured with the DocumentsCorePack Server.