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Getting Started–Post AppSource Installation Steps on DocumentsCorePack

Thank you for deploying our MSCRM-ADDON DocumentsCorePack to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
    In your Dynamics 365 environment, navigate to the Getting Started Area
    (Dynamics 365 > Settings > DocumentsCorePack)

2) Login and continue
    Next, enter your email address into the provided form or login to the Getting Started Area with an
    existing MSCRM-ADDONS user account.
    The Email address will be used to provide you with technical information only. 
    Click on the [Continue]-button in order to proceed.

3) Start with the configuration
    Now please configure your DocumentsCorePack service

> Setup a CRM connection profile & click on the [Retrieve Organization]-button
> Create a new DocumentsCorePack Service

For further details on the Configuration, please watch our brief video on how to Get Started with DocumentsCorePack!

Figure 3: Video on how to get started with DocumentsCorePack

4) Add that little Extra: DocumentsCorePack TemplateDesigner
    So that's it! Last but not least, please download the Template Designer in our Download Center 
    if you want to customize your own templates.
    (Or simply click on the [Download]-button in the Getting Started Area as displayed in Figure 4).

Basically, the standard DocumentsCorePack service contains some templates, but if you would like to test all capabilities of our DocumentsCorePack, the TemplateDesigner is a MUST-HAVE.

Now that's really it! Thank you very much for your time! We hope you enjoy DocumentsCorePack!

Please also take our survey & get 10 percent discount on your next purchase!

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