In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL in a workflow. More information about how to create a workflow can be found here. We will skip this part and focus on the step which saves the generated documents to SharePoint. 

Therefore, we have to create a new MSCRM-ADDONS.com AutoMergeWorkingItems, which makes sure that the generated document will be saved to a specified SharePoint URL. To do so, please add a new step to your workflow and set click on the  [Set Properties]-button. The properties for this step could look like in the example below: 

Figure 1: MSCRM-ADDONS.com AutoMergeWorkingItems properties

❶ Name
Type in the name of your newly created step - a name that reminds you of what it contains.  In this case "Save File to SharePoint" makes sense. 

❷ AutoMergeAction
Open the drop-down menu and select CreateDocument. Select this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity.

❸ PrimaryRecordUrl
Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of how to set a PrymaryRecordsUrl-field can be found in this blog article. 

❹ TemplateToExecute
Open the Look up-record and select the template which should be executed. 

❺ SharePoint URL
Insert here your SharePoint URL, which can be dynamic or static. 
If you want to specify a folder, the url has to end with a '/'. eg. https://xyz.sharepoint.com/sites/dcp/account/
If you want to specify a folder and a file name then you type the full url with the filename, but  without extension into this field. eg. https;//xyz.sharepoint.com/sites/dcp/account/myfilename

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❻ Direction
Select the direction of your SharePoint service here. In this case "Entity to SharePoint" because we want to save a generated document based on an entity to SharePoint. 

After defining the properties please save your newly created process and do not forget to activate it in the My Processes-section by hitting the [Activate]-button in the command bar.  

Please also have a look at this blog article to learn how to upload a SharePoint document to an email. 

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