This step-by-step tutorial outlines how to create a document and attach it to an email using the DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow). 

Overview of the Flow

This flow is triggered on the update of a record (Account in our case), it then creates an Email using the “Create new Record” step from the common data services connector. Afterwards we are using our DocumentsCorePack custom connector to create an email body from a DCP Template and attach it to the email. Then we create an email attachment and attach it to the same email. The last step finally sends the email.

Figure 1: Overview of the Flow

​1. Trigger

When you create a new flow, you have to decide which action will trigger the flow. In our case we have simply added a trigger on the update of the Account.

Figure 2: Trigger

2. Create Email

In the second step we create an Email Message, you can leave the sender, recipient and regarding empty for now, as our DocumentsCorePack custom connector offers a very easy way to fill them later. You can still already fill the Subject and Description to your liking. 
 

Figure 3: Create Email

3. Create Email Body

To create the Email Body, we are using the DocumentsCorePack custom connector and choose the step “Create Document Job (sync)”. In this step it is mandatory to specify a template which shall be used to create the email body, and an Entity ID with which the Template shall be merged. (NOTE: The template needs to be created for the Entity Type specified in the Email ID) To create the Email Body we must choose the Filetype “HTML”.
  

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Figure 4: Create Email Body

4. Attach Email Body 

After creating the Email Body, we need to attach it to the Email. For this we select the Document that was created in the previous Create Email Body step, this can be found under “Document (Base 64 Encoded)”. We also take the Filename from the previous step and the Email Message from the Create Email step.  

Figure 5: Attach Email Body

Here you can see what the “Document (Base 64 Encoded)” looks like:
 

Figure 6: Document (Base 64 Encoded)

 

​5. Create Attachment

In this step we want to create an additional attachment that shall be attached to the final email. 

Again, we have to choose a Template, an Entity ID and an output FileType. As we want an attachment this time we are choosing “PDF”:

Figure 7: Create Attachment

6. Attach Email Attachment

Again, we have to attach the created document to the email. This time we select the “Document (Base 64 Encoded)” and the Filename from the Create Attachment Step.  Additionally, we also need to fill Email ID with the “Email Message” from the “Create Email “Step.

Figure 8: Attach Email Attachment

​7. Send Email

Now that the Email Body and Email Attachment are attached to our Email, we want to finally send the email. For the “Email To Send” we choose the “Email Message” from the Create Email step. 

Based on the trigger you have chosen you can either use the “Owner” or “Modified By” user to get the current user, if you have a trigger that allows it you can also get the current user using the “User ID” from the dynamic values. This user can be specified as the sender of the email. For Sender (Schema name) we choose the Entity Type “User”. 

Now we also have an option to specify the “Regarding” of the Email, for this we used the Regarding (Id) “Account” and the Regarding (Schema Name) Entity Type “Account”. 
For the To-Recipient we have chosen the To-ID “Primary Contact” and the To-Schema name Entity Type “Contact”.

In Short: It is important that the “Schema name” points to the Entity Type of the ID that is specified.

Figure 9: Send Email

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

If you need a static order of the buttons in the SmartBar Ribbon,
disable the „Enable Drag Option“ in the CRM > Settings > SmartBar > General Settings:

Figure 1: General Settings

Afterwards delete the user specific button order in the CRM > Settings > SmartBar > Global Settings:

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

Should you face problems with the quality of Pictures in DCP, please try the following settings:

In the ❶ “Advanced Template Settings” navigate to the ❷ “General” tab and activate the ❸ “Do not compress inserted images” option.

Figure 1: Template Settings

If you insert a picture from a note, there are further options to specify:
❹ If the image shall be scaled to fit to the container on the template

or

❺ If the template should be scaled to fit the image from the note.

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These can be found under “Field Properties” after clicking on the image in Word.

Figure 2: Field properties

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

This article outlines why DocumentsCorePack need Application Permissions.

If you're creating a service and you have to choose the connection profile, there are several options.
If you use the Server2Server-connection, you need to activate the following:

Figure 1: Permissions requested

1.) Access to common data service

This means, that we can read the CRM data in your name
(so we can ensure, that user specific settings are applied to the data retrieved, like number & datetime
formats)

2.) Read and Write your files &
      Read and write items in all site collections &
      Read and write items and lists in all site collections

These are the SharePoint security requirements to be able to fully use the Dynamics SharePoint integration.
When DCP is linked with Dynamics SharePoint Integration, DCP will create lists, folders & files in the
SharePoint location as Dynamics would create them.

3.) Sign in and read user profile

This is required to login as the user in dynamics and also for some of our licensing options. 

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

If you have any issues when using One-Click-Actions-Dialogue, this article outlines how to get debug information from DocumentsCorePack-Dialog so you can send it to us.

Open your CRM in this entity, where the error happens.

The very first thing you need to do to create the correct
logging info is please press F12

After pressing F12, a new Window opens.

Now please reproduce the problem/error that happened, when you want to create a Document.

Further steps depends on what ​Browser you are using:
If you are using Chrome, please click here.
If you are using Edge, please click here.
If you are using Firefox, please click here.

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Please find the Tab "Console" and open this view.

Figure 5: Console Chrome

Now click with right Mousebutton somewhere into the ​Console and select "save as" in the Contextmenue.

Figure 6: Chrome Console Save

Please check the ending of the Filename, it must be ".log" and save it.

Figure 7: Chrome File ending

Now please find the Tab "Network" and open this view.

Figure 8: Chrome Network Save

Here please click with right Mousebutton on a record and select "save all as har with content" in the Contextmenue.

Figure 9: Chrome Network Save all as har

Now please attach both files to an e-mail and send it to support@mscrm-addons.com

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Please find the Tab "Console" and open this view. 

Figure 1: Console Edge

Please mark the whole Text and copy it in a Word document or a Editor file and save it.

Now please find the Tab "Network" and open this view.

Figure 2: Network Edge

Please find the "save" button on top.

Figure 3: Edge Button to save

Please check the Filetype, it must be ".har" and save it.

Figure 4: Edge save

Now please attach both files to an e-mail and send it to support@mscrm-addons.com​

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Please find the Tab "Console" and open this view.

Figure 10: Console Firefox

Please mark the whole Text and copy it in a Word document or a Editor file and save it.

Now please find the Tab "Network" and open this view.

Figure 11: Network Firefox

Here please click with right Mousebutton on a record and select "save all as har " in the Contextmenue.

Figure 12: Firefox Network Save all as har

Now please attach both files to an e-mail and send it to support@mscrm-addons.com

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

This article outlines how to add your GroupCalendar to the Sitemap.

Per default GroupCalendar tries to add the application to the "Sales" area.
If you do not have this Area, you can add the GroupCalendar manually, here is how to do that:

1.

Navigate to: CRM > Settings > Customizations >  Customize the System

Click on it and a new Window opens. Navigate further to Client Extensions > Site Map

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Figure 1: Customize

Do a double click on it and the sitemap designer opens.

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Figure 2: Sitemap Designer

2.

Select a Area (in grey row with arrow) and a Group (Column) where you want to add the GroupCalendar.

Mark the last entry (e.g. Powersearch).

Please note:
If there is no entry marked, you can not go to the next step!!

3.

In the windows left side (corner on top) you can find the [Add]-Button.

Select "Subarea" in the Menue and a new entry next to PowerSearch appears.

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Figure 3: Add Subarea

4.

Mark "New Subarea" and press the pencil to edit. Now the right side of the window changes.

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Figure 4: Add Parameters

Please enter the following parameters:

Type = Web Ressource 

URL  = ptm_WebApplicationPreloaderGroupCalendar

Title = GroupCalendar

Icon = ptm_Icon32x32_White.png

3. Save and publish your new SiteMap

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

This article outlines how to repair a DocumentsCorePack Client using the Diagnostics Tool.

Please navigate to the installation path of DocumentsCorePack Client, for example:
C:\Program Files (x86)\PTM EDV-Systeme GmbH\Documents Core Pack Client for Dynamics 365 

In there, run the "DCPDiagnostics.exe" tool with right click "Open as administrator"(IMPORTANT), in the "Diagnostics" tab, click on "Repair" once.

Figure 1: DCP Diagnostic Tool

Afterward, close and restart Word and DCP once.

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

Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.

This article outlines how to specify a DCP SharePoint Save-Location for entities with multiple Save-Locations

If you have multiple Save-Locations configured for an entity, you need a way to specify, which one should be chosen by DCP to save the documents.
This can be done with a little customization of your Entity in CRM.

Add a new Field to your Entity with the DataType “Lookup”
and the Record Type “Document Location”:

Add the SaveLocation Lookup to the Form:

Make sure you “Publish All Customizations” in CRM.
Select the Save Location for the Record in the lookup of your entity:

Figure 3: Account Information

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In the DCP Template navigate to
“Advanced Template Settings” -> “Create Activities For” and activate “Enable Advanced Settings”.

In the “Save Location” specify the lookup field to the Document Location and save your template.

Figure 4: Template Settings

Your generated document will now be saved into the specified document location.

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

This article outlines how to create a SettingsKey manually.
It is specifically designed to use Dynamics 365 online and to run the Service for DCP-Serverbased onpremise.
To configure a service properly for such a scenario you have to create an additional settings key.

To get knowledge how to create a SettingsKey manually in general, please click here.

Navigate to Settings -> MSCRM-ADDONS -> Products.
Open the Link to DocumentsCorePack and AutoMerge and display all records associated with this view (Button on the right side, next to the "+")

Please also deactivate the LBConfig Setting, if you are not using LoadBalancing. 

After clicking the button, you can see a list of all settingskeys.
By clicking the [ADD NEW MSCRM-ADDONS.com Settingkeys]-button you can create a new settingskey. 

After clicking,  a new window opens.
In this window, you have to define the name of the settingskey in the Name-field.

The name of the key has to be "AzureServiceName" and the value has to be “none”.
If this settingskey has a different value, please replace it with “none” as well.

Once this is done, save and close your settings. 

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