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IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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DocumentsCorePack Print Application Configuration for Dynamics 365
This blog article outlines how to configure the DocumentsCorePack Print Application for Microsoft Dynamics 365.

Service-based printing in DocumentsCorePack

DCP Server offers a service-based printing option which is additionally available to the already known plugin-based printing option. This additional option is based on a service which is running in the background.

DCP ServerBased printing feature provides the possiblitiy to create and manage printer configurations for starting:

  • local print jobs via DCP Server Local Printer Configuration (supported format: .pdf)
  • global print jobs online via Google CloudPrint Configuration (supported formats: .docx, .pdf, .html. .jpg, .bmp)

Requirements: DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher


Service Based Printing: General Trouble Shooting

Here are a few troubleshooting steps you can check if the Service Based Printing does not work as expected:

  1. Make sure the service is running and configured for both document generation and printing jobs.

Printer Configuration for DocumentsCorePack Server Based Online

This blog article explains how to configure a printer service for DocumentsCorePack Server Based (DCP SB) Online on www.mscrm-addons.com.  

Requirements: DocumentsCorePack Server Based Document Generation (former AutoMerge)


Chrome External Protocol Message does not pop up

What to do if Chrome External Protocol Message does not pop up

If the [DocumentsCorePack]- and/or the [TelephoneIntegration (Call)]- button do not work with Chrome, you may have skipped an important message.


Proper email body preview in ActivityTools 5.40 print preview

With this reworked feature of ActivityTools, you again have a quick and clear preview
of your e-mail content via ActivityTools print preview. 


AutoMerge: specific settings for plug-in based printing

With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specifc user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.


Service-based printing in AutoMerge
AutoMerge offers a service-based printing option which is additionally available to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 version 5.30 and higher (click here to download the latest AutoMerge version) and is based on a service running in the background.
This article covers the following essential topics:
  • How to create a service and a printer for printing documents
  • How to add the service-based printing step to a workflow
  • Exception: How to add the service-based printing step to workflows including
    a Delete Document-step
Before you continue reading, please make sure that you have installed AutoMerge v5.30 or higher. 

Please note:
If you already run a service for printing documents, you can skip the first section of this article and can continue reading in the ‘How to add the service-based printing step to a workflow’-section. 

AutoMerge: service-based printing
AutoMerge now offers a service-based printing option which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click here to download the latest AutoMerge version) and is based on a service which is running in the background.
This article covers the following essential topics:
Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below.

How to install and add a printer before using it with DocumentsCorePack

With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.

But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.