News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow To: Set up the DocumentsCorePack custom connector for PowerApps & Microsoft Flow)https://www.mscrm-addons.com/Blog/PostId/10287/how-to-set-up-the-documentscorepack-custom-connector-for-powerautomate-microsoft-flow*Features / News*,DocumentsCorePack (DCP)Mon, 02 Mar 2020 14:01:14 GMT<p style="text-align: justify;">In this article we will show you how to create a DocumentsCorePack custom connector for PowerAutomate enabling users to utilize&nbsp; 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<a href="https://support.mscrm-addons.com/knowledgebase/how-to-activate-the-documentscorepack-custom-connector-for-powerapps-microsoft-flow/"> blog article</a>.&nbsp;</p> <p style="text-align: justify;"><strong>IMPORTANT</strong>: 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.&nbsp;</p> <p style="text-align: justify;"> <strong>Prerequisites:</strong> </p> <ul> <li style="text-align: justify;">Your DocumentsCorePack service must be hosted on mscrm-addons.com (<a href="https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration">Open Service Configuration</a>)</li> <li style="text-align: justify;">Your DocumentsCorePack service must use Server2Server authentication</li> </ul> <p style="text-align: justify;"><strong>Step-by-Step video</strong>:&nbsp;</p> <p style="text-align: justify;">​ <iframe width="560" height="315" src="https://www.youtube.com/embed/9xJ2vX8y5XE" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"></iframe> </p> <p style="text-align: justify;"><strong><br /> Step-by-Step guide:</strong></p> <ol> <li style="text-align: justify;">Visit <a href="https://documentapi.mscrm-addons.com/swagger/v1/swagger.json" target="_blank">https://documentapi.mscrm-addons.com/swagger/v1/swagger.json</a> and save the swagger.json file locally.<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_swaggerJson.PNG"> <img width="502" height="217" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_swaggerJson.PNG" /><br /> </a> </div> </div> </li> <li style="text-align: justify;">Go to <a href="https://flow.microsoft.com" target="_blank">https://flow.microsoft.com</a>&nbsp; or <a href="https://make.powerapps.com" target="_blank">https://make.powerapps.com</a>, choose the environment you want to add the connector too and and click on [Data-&gt;CustomConnector-&gt;OpenAPI-File import]<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/DCP_CustomConnector_HowTo/c1_import_openAPI_file.PNG"> <img width="525" height="295" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/DCP_CustomConnector_HowTo/c1_import_openAPI_file.PNG" /><br /> </a> </div> </div> </li> <li style="text-align: justify;"><span>&nbsp;</span>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 [<em>Create Connector</em>]<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_CreateConnector.PNG"> <img width="619" height="343" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_CreateConnector.PNG" /><br /> </a> </div> </div> </li> <li style="text-align: justify;">Visit the service configuration on <a href="https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration" target="_blank">https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration</a>, select the service and click on [get API key]<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/DCP_CustomConnector_HowTo/c1_obtainAPIKey.PNG"> <img width="657" height="248" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/DCP_CustomConnector_HowTo/c1_obtainAPIKey.PNG" /><br /> </a> </div> </div> </li> <li style="text-align: justify;">When asked, enter the API key to define the connection for your DocumentsCorePack Connector.</li> </ol> <p style="text-align: justify;">You are now all set.&nbsp;<br /> <br /> <strong>Note</strong>: 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":&nbsp;"[Date] [Time]succesfully&nbsp;connected&nbsp;to [orgname] as&nbsp;[username]" DocumentsService is alive" message in the response area.&nbsp;</p> <p style="text-align: justify;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_test_success.PNG"> <img width="607" height="428" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/DCP_CustomConnector_HowTo/C1_test_success.PNG" /><br /> </a> </div> </div> That&rsquo;s it. You are now ready to use the connector.&nbsp;</p> <p style="text-align: justify;"><strong>Helpful Links</strong>: </p> <ul> <li style="text-align: justify;">Step-by-Step video on using the DocumentsCorePack connector to generate and process documents in a flow: <a href="https://www.youtube.com/watch?v=tUG10goIbzE" target="_blank">https://www.youtube.com/watch?v=tUG10goIbzE</a></li> <li style="text-align: justify;">Free trial of DocumentsCorePack:&nbsp;<a href="https://appsource.microsoft.com/de-at/product/dynamics-365/mscrm-addons.476a180b-fafb-46ee-815b-a4bc76134928" target="_blank">Get DocumentsCorePack from AppSource</a></li> </ul>10287