In this article we will show you how to create a DocumentsCorePack custom connector for PowerAutomate enabling users to utilize  the document generation and processing capabilities within their Flows and Canvas Apps. More information about how to activate the DCP connector can be found in the corresponding blog article. 

IMPORTANT: As of 1st March 2020 the connector is in BETA and will change over the course of the months until the connector is officially released (target: April 2020). It is NOT recommended to use the connector in production-flows as functionality could breaks as we perform updates to the API. 

Prerequisites:

• Your DocumentsCorePack service must be hosted on mscrm-addons.com (Open Service Configuration)
• Your DocumentsCorePack service must use Server2Server authentication

Step-by-Step video: 

​

Step-by-Step guide:

1. Visit https://documentapi.mscrm-addons.com/swagger/v1/swagger.json and save the swagger.json file locally.
   
   
   
2. Go to https://flow.microsoft.com  or https://make.powerapps.com, choose the environment you want to add the connector too and and click on [Data->CustomConnector->OpenAPI-File import]
   
   
   
3.  Select the file saved in step #1 and follow the instructions. You can optionally change the icon/color and name of the connector as desired. Once done, click on [Create Connector]
   
   
   
4. Visit the service configuration on https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration, select the service and click on [get API key]
   
   
   
5. When asked, enter the API key to define the connection for your DocumentsCorePack Connector.

You are now all set. 

Note: You can easily test the connection. Therefore you click on the edit button on the custom connector and go to step 4 [Test]. After selecting or creating a new connection you can use the [Test operation] for the [Ping] method. If successfull you will see a "Message": "[Date] [Time]succesfully connected to [orgname] as [username]" DocumentsService is alive" message in the response area. 

Helpful Links:

• Step-by-Step video on using the DocumentsCorePack connector to generate and process documents in a flow: https://www.youtube.com/watch?v=tUG10goIbzE
• Free trial of DocumentsCorePack: Get DocumentsCorePack from AppSource

Since today, 13th of September 2016, we are experiencing issues connecting to CRM Online instances located in datacenters in the United states. CRM Online customers in European, Asian Australian datacenters are not affected as of now.

NOTE: This is not mscrm-addons.com issue. Every 3rd party-solution using CRM SDK version lower than v 8.1 is affected.

This happened very unexpectedly and we are working hard to find a fix for this asap. A Workaround is currently deployed to the US instances. 

UPDTATE: Microsfot fixed the issue and everything was back to normal around Noon eastern time. 

We are very sorry for this service interruption!

Best, mscrm-addons.com Support Team

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.

Video Agenda:
1) Defining DocuSign-items within the MS Word template
2) Defining eSignature-recipients (signee 1- the customer; Signee 2 – counter-signee)
3) Step-by-Step tour through the eSignature process.

Technical Requirements:
- DocumentsCorePack Client v 7.24 or higher
- DocumentsCorePack ServerBased v 2015.43 or higher (NOTE: Online services will be updated by mscrm-addons.com)

Enjoy!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Existing ActivityTools customers will need to follow the upgrade-path mentioned below in order to upgrade an existing ActivityTools installation to the latest version (2015.115 or higher).

Please follow the steps carefully to avoid complications. 

Please note: You cannot directly upgrade to 2015.115.
Please download  v2015.7 marked as:
EXISTING CUSTOMERS: ActivityTools for MS CRM 2015 (Upgrade Package) from our Download Center (Login required): http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx

Once v2015.7 is deployed you can go ahead and simply upgrade to the latest version available on: http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx

This should do the trick and get you going with our re-designed ActivityTools for MS CRM 2015.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!

From MS CRM 2013

1. Request License: To run our addons on MS CRM 2015, you need to request a license for the CRM 2015 version of our solution.
   Upgrades of MS CRM are covered with our support & maintenance.
   Thus, every customer with a valid support contract can go ahead and request a license by sending an email including the unique CRM organization unit name
to support@mscrm-addons.com

How to get the unique CRM organization unit name? 
Link: Get Unique Organization unit name


2. Check currently installed version
   DocumentsCorePack: If you are using DocumentsCorePack please ensure that the server component is on v 6.8 or higher.
   How to check the version number?
   Link: Version number guide
   You can download the most current version for CRM 2013 from Downloads 
   
   All other addons are fine to upgrade from any CRM 2013 version! 
3. Upgrade your CRM instance to MS CRM 2015!
   
   
4. Download the CRM 2015 version of our solution
   You can download the version for CRM 2015 from our Download – center (Login required)
    http://www.mscrm-addons.com/Downloads.aspx
   
   
5. Install CRM 2015 version of our solution
   Once you start the installer it will detect the currently installed version and perform an upgrade automatically. You will not loose any configuration during this process!
   
   
6. Install new License
   Finally you will need to install the new license using the LicenseManager that comes with the installation of our solution (accessible via the Start Menu or Installation folder)

FROM CRM 2011

Microsoft requires to upgrade to CRM 2013 prior to being able to upgrade to CRM 2015. This being said, you will need to upgrade our solutions to CRM 2013 too before you can proceed with your Upgrade to CRM 2015 as above described.

Upgrade paths from MS CRM 2011 to MS CRM 2013

• DocumentsCorePack
• GroupCalendar
• TelephoneIntegration
• PowerSearch
• AttachmentExtractor
• ActivityTools
• AutoMerge

SmartBar is THE exception when it comes to upgrades previous to CRM 2013, because SmartBar was known as RecordCounter before. RecordCounter did not have as many functionalities as SmartBar, thus, it does not work with Microsoft Dynamics CRM 2013!
This means, if you want to upgrade the RecordCounter to SmartBar (CRM 2013), you simply have to deinstall it. Click here to get an overview how to deinstall RecordCounter. 

After the deinstallation you can install SmartBar for CRM 2013. Up from that version, the update for SmartBar is similar to the above described process. 

FAQ

• How do I upgrade form CRM 4.0?
  Upgrading from CRM 4.0 requires to uninstall our solutions and reinstall the solutions for CRM 2015 after performing the upgrade. If you need assistance – please contact support@mscrm-addons.com
  
  
• What if my CRM Online instance was upgraded without checking the current version of our addon?
  Please send an email to support@mscrm-addons.com – we will check the status and help you get going asap!

That’s it!  
We appreciate your feedback about the upgrade path and your CRM 2015 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

Syntax

The syntax needed is pretty simple:

{if”<>”=”XY” “Content if condition is fulfilled” “Content if condition is not fulfilled”}

while the yellow part marks the condition, the green part marks the content that will be printed if the conditions is fulfilled and the red part marks the content that is printed if the condition is not met.

Please note : The {} (brackets) are not just simple standard wavy-brackets but field-functions of MS Word and have to be inserted by pressing Ctrl+F9 or via Insert-> Quick-parts-> Field and selecting if.

By default, field functions are not shown within MS Word. To switch views, you can simply press Alt + F9.

Examples 

Printing a gender-specific salutation:
Dear {if”<<salutation>>”=”Mr.” “Mister” “Misses”} <<lastname>>

Showing fields only if available within CRM :
{if”<<emailaddress1>>”<>”” “Email: <<emailaddress1>>” “”<emailaddress1> }
{if”<<mobilephone>>”<>”” “<<mobilephone>>”}

This examples can also be found in the document attached to this article.

Common problems

• Field – code brackets cannot be inserted inside a content control, so please ensure that the content control of the CRM-field you are using is not marked when trying to insert the {}-brackets.
• For some reasons it is not possible to insert the brackets even outside the content-controls once there is nothing else than the content-control in the whole line. To overcome this issue you can simply insert any text or a space after or before the field and than insert the {} brackets.
  
  
  
  
  the {} cannot be inserted in the upper line of this picture without placing any kind of text. In the second line a space has been inserted after the name-field.

Helpful link:

http://office.microsoft.com/en-us/word-help/insert-and-format-field-codes-in-word-2010-HA101830917.aspx

if_example.docx (23.89 kb)

Please note: If you want to use money-fields in if-statements please change the type of the CRM field in the field properties.

Figure 1: Field properties - change type

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.

Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!

Since DCP Client v5.27 it is possible to use so called predefined relationships. This means that it is possible to predefine relationships like quote->quote products or a relationship to the actual user in a global mscrm-addons setting.

Please note: in DCP server versions < v5.15, the settings for the actual user are installed by default.

If your server version is 5.15 or lower, please open CRM, navigate to Settings->MSCRM-ADDONS.com Products and open DocumentsCorePack:

Figure 1: DocumentsCorePack Settings

Once there, create a new “mscrm-addons.com”-settings key:

Keyname: DOCX_Global_Relationships
Keyvalue:

 
    8
   
       
            Benutzerinfo
            Ermöglicht die Verwendung benutzerspezifischer Daten in Docx-Vorlagen
       
   
    User Info
    Use all the fields from the logged<br/>on user in your document.
    <fetch mapping='logical' version='1.0'>
     <entity name='systemuser'>
          <all-attributes />
          <filter>
               <condition attribute='systemuserid' operator='eq-userid' />
          </filter>
     </entity>
</fetch>
 

Figure 2: New settingskey

Once this is done, simply restart MS Word and the DataProvider on the Client. Click on the [Insert Mailmerge fields]-button and switch to the Additional–tab. You will see the global relationships by expanding the New Relationship/Entity–entry.

Figure 3: DocumentsCorePack Task Pane - Additional tab

Once clicked, the fields of the user will be shown in the treeview:

Figure 4: DocumentsCorePack Task Pane - TreeView with user

That’s it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.

When using per User licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:

Figure 1: License Manager - Preview License

This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.

To enable this, specific users you will have to follow the below steps. 

1) Open the User via CRM->Settings->Administration->Users

Figure 2: CRM Settings (User)

2) Set the Per user licensing for [PRODUCT NAME]-bit value to true:
Depending on the installed addons, a Per user licensing-field will be visible on the User form. Here, it is possible to enable users to use our addon (see Figure 3).

Figure 3: Enable user to use addon

When you now restart the licensemanager, you will see that the user-account has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:

Figure 4: Licensce Manager - Preview License

Please note: Its possible to install the license, although the red cross appears in the [Number of user licenses]-row. Therefore its not mandatory to set the admin user itself to true.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.  

The following securityrole is mandatory by all our solutions:

• MSCRM-Addons General Security Role

Next to this, there are Solution-specific security roles that need to be assigned:

DocumentsCorePack:

• DocumentsCorePack Security Role
• MSCRM-ADDONS.com AutoMerge

TelephoneIntegration:

• TelephoneIntegration Security Role

SmartBar:

• MSCRM-ADDONS.com SmartBar

PowerSearch:

• MSCRM-ADDONS.com PowerSearch

ActivityTools:

• MSCRM-ADDONS.com ActivityTools

AttachmentExtractor:

• Solution runs with service user requiring sysadmin rights.

GroupCalendar:

• mscrm-addons general security role
• MSCRM-ADDONS.com GCAutoUpdate

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This is the 4th part of our video series regarding the Office Open XML-format that is provided in DocumentsCorePack for CRM 2011. The template used in this video is the one that has been created in our previous tutorials of this series, so it is recommended to take a look into Part 1 – Creating a template and Part 2- Resolve Relationships first to get more information about the template's structure.

Part 4 explains in detail how to include pictures in templates

1. that are attached as a note in CRM
2. where the picturepath is saved within CRM 

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.