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/BlogFix for wait condition stuck issue https://www.mscrm-addons.com/Blog/PostId/10223/fix-for-wait-condition-stuck-issue*General*,DocumentsCorePack (DCP)Mon, 24 Jun 2019 11:43:08 GMT<p style="text-align: justify;">When using DocumentsCorePack with workflows it is sometimes necessary to wait for some reasons.&nbsp;<span>This blog article describes how</span><span>&nbsp;to avoid this issue.&nbsp;</span></p> <p style="text-align: justify;">For example: If you want to create a new document, you have to wait until a document has been created. When DocumentsCorePack has processed an AutoMergeWorkingItem, it sets the status to inactive.</p> <p style="text-align: justify;">To delay the workflow wait conditions inside, workflows have been set up to wait for this change. So the following steps could already work with the document and send it to DocuSign for example. Unfortunately recently it occurred more often that those wait conditions can cause the system job to get stuck at that point.&nbsp;</p> <p style="text-align: justify;">One solution to continue those system jobs is to change the status of the AutoMergeWorkingItem to active and back to inactive. To avoid this issue in the beginning you can also change the wait condition (see figure 1 highlighted in yellow).</p> <p style="text-align: justify;">DocumentsCorePack service is setting the ReturnValue after completing the AutoMergeWorkingItem to the name of the server where it is running. So instead of checking for the state inactive, please check if the ReturnValue starts with [servername of the service].</p> <p style="text-align: justify;">If you are using DocumentsCorePack online service, the server name you have to check is &ldquo;AUTOMERGE&rdquo;. For On-Premise services please use the server name where the DocumentsCorePack service is configured.</p> <p style="text-align: justify;">Example for DocumentsCorePack online:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack Wait Condition" href="/Portals/0/Blog/Fix_for-wait_condition_stuck/Figure1.png"> <img alt="DocumentsCorePack Wait Condition" width="621,5" height="360,5" class="img-responsive" src="/Portals/0/Blog/Fix_for-wait_condition_stuck/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1:DocumentsCorePack Wait Condition</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><strong>​<span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!</span></strong><span style="background-color: #fcfcfc; text-align: justify;"><strong>&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.&nbsp;</span></span></p> <p style="text-align: justify;">​</p>10223Trigger a workflow in batch-operations from the dialoghttps://www.mscrm-addons.com/Blog/PostId/10198/trigger-a-workflow-in-batch-operations-from-the-dialogActivityTools (AT),AT 365,DocumentsCorePack (DCP)Mon, 01 Apr 2019 15:36:04 GMT<p style="text-align: justify;">This blog article outlines how to execute a workflow for each record in a&nbsp;batch process. Please also have a look at this <a href="https://www.mscrm-addons.com/Blog/PostId/10162/process-generated-document-in-a-workflow-from-the-dialog" target="“_blank“">blog article</a>&nbsp;about how to process a&nbsp;generated document in <g class="gr_ gr_99 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="99" data-gr-id="99">a workflow</g> from the dialog (in the single case).&nbsp;</p> <p style="text-align: justify;"><strong>Please notice:</strong>&nbsp;The batch can ONLY run workflows that have been configured for the AutoMergeWorkingIntem entity.&nbsp; In order to process the records themselves, a sub-workflow&nbsp;has to be triggered, which can be done by the custom workflow activity "DCPWorkflowSandbox<g class="gr_ gr_98 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="98" data-gr-id="98">:TriggerSubWorkflow</g>" that comes with the installation of our solution.</p> <p style="text-align: justify;">Within this tutorial, we will create such workflows step-by-step. The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Updated terms of payment " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png"> <img alt="Updated terms of payment" width="564" height="379" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: The result: Updated terms of payment</em></div> </div> <p style="text-align: justify;"><span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><strong>Step 1: Create sub-workflow&nbsp;</strong></span><br /> </span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Please open your Microsoft Dynamics 365 and navigate to Settings &gt; Processes. In the My Processes - area, click on the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[New]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button in order to create a new workflow.&nbsp; A dialog pops up. Type in&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">the name of your workflow, determine&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">an entity -&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Contact</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;in this case and select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Workflow</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;as the process category. <g class="gr_ gr_102 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="102" data-gr-id="102">Afterwards</g>, hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[OK]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a new workflow " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png"> <img alt="Create a new workflow" width="407,5" height="307" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Create a new workflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span><strong>&nbsp;As an on-demand</strong>&nbsp;checkbox in the Available to Run-area and as Scope select&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;<strong>Organization</strong>. Next, please add a new step by hitting on the&nbsp;<strong>[Add Step]</strong>-drop-down menu and select&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Update Record</strong>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Update record " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png"> <img alt="Update record" width="554,5" height="326,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Update record</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <span style="background-color: #fcfcfc; text-align: justify;">As soon as the step has been added to your workflow, please enter&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">a name that remains you of what it contains, e.g. Update contact. Then open the drop-down menu, select&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;Contact and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Set Properties]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button.&nbsp;</span></em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact: Set properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png"> <img alt="Contact: Set properties" width="553,5" height="329,54" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Contact: Set properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The dialog below opens. It allows you to configure your workflow. In this case, you have to select in the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Payment Terms drop-down menu Net 30. To finish the workflow, please do not forget to click on the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Save and Close]</strong></span>-button.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set properties: Update payment terms" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png"> <img alt="Set properties: Update payment terms" width="537,5" height="256" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Set properties: Update payment terms</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Activate]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button located at the top.<br /> <br /> </span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"><strong><span style="color: #0077b3;">Step 2: Create&nbsp;</span></strong></span><span style="background-color: #fcfcfc; color: #0077b3;"><strong>the AutoMergeWorkingIntem workflow which triggers the sub-workflow</strong><br /> </span>As explained before, please create a new workflow.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;<strong>As an on-demand</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>&nbsp;</strong>checkbox in the Available to Run-area and as Scope select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px;"><span style="color: #0077b3;">❷</span><span style="background-color: #fcfcfc;">&nbsp;</span></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>Organization</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">. Next, please add a new step by hitting on the<strong>&nbsp;</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Add Step]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-drop-down menu and select the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>DCPWorkflowSandbox - TriggerSubWorkflow </strong>workflow activity</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCPWorkflowSandbox - TriggerSubWorkflow" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png"> <img alt="DCPWorkflowSandbox - TriggerSubWorkflow" width="550,5" height="341,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DCPWorkflowSandbox - TriggerSubWorkflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Next, please configure your workflow.&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">Please set the cursor in the&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span></span><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">PrimaryRecordUrl-field and select&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span></span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>PrimaryRecordUrl&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;">in the drop-down menu in the Form Assistant, click on the</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;<strong>[Add]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button below (highlighted in yellow). The PrimaryRecordUrl-field is filled now. Then please search&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span> the <strong>sub-workflow "Update contact"</strong> you created before and do not forget to hit the <strong>[Save and Close]</strong>-button at the top.</span><span style="background-color: #fcfcfc; text-align: justify;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Set Custom Step Input Properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png"> <img alt=" Set Custom Step Input Properties" width="536" height="337" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Set Custom Step Input Properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<span>&nbsp;</span><span><strong>[Activate]</strong></span>-button located at the top.</p> <p style="text-align: justify;">That&acute;s it - you can now use your workflow - Trigger "Update contact" workflow in the DCP dialog (please have a look at figure 11 at the bottom). Considering that sending an invoice to customers and updating the terms of payment is a commonly used action, we recommend creating a one-click-action to automate the process. So please continue with step 3.&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Step 3: Create a Batch One-Click-Action<br /> </strong></span><span style="background-color: #fcfcfc;">Please open the DocumentsCorePack Config Page by navigating to Dynamics 365-&gt; Settings -&gt; MSCRM-<g class="gr_ gr_90 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="90" data-gr-id="90">ADDONS</g> -&gt; DocumentsCorePack -&gt; One-Click-Actions&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">and hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[Create Document]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button. You have to create a new One-Click-Action for the entity Contact <g class="gr_ gr_89 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="89" data-gr-id="89">in</g> this case, so please hit&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span> the <strong>[New Batch]</strong>-button and type in <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>the name of your One-Click-Action.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create New Batch" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png"> <img alt="Create New Batch" width="694,5" height="254" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Create <g class="gr_ gr_105 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="105" data-gr-id="105">New</g> Batch</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button, you will be provided with the configuration window for Batch Actions.&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">More information about how to configure a One-Click-Action can be found in this <a href="https://www.mscrm-addons.com/Blog/PostId/10095/step-by-step-how-to-configure-an-one-click-action" target="“_blank“">blog article</a>. Important is, that you check the Run workflow checkbox in your Processing Settings and select the so created workflow: <strong>Trigger "Update contact"</strong> workflow (highlighted in yellow below).&nbsp;<br /> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Processing settings" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png"> <img alt="Processing settings" width="600,5" height="375,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Processing settings</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"> <div><span style="color: #0077b3;"><strong>Step 4: Use the One-Click-Action<br /> </strong></span><span style="color: #7f7f7f;">If a Dynamics 365 user now selects some records from the entity Contact and clicks on the</span><strong style="color: #7f7f7f;"> [Create Document]</strong><span style="color: #7f7f7f;">-button, the user will be automatically provided with the new One-Click-Action "Send invoice via mail and update contact after".&nbsp;</span><span style="color: #0077b3;"><strong><br /> </strong></span></div> </p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP dialog: Available One-Click-Actions" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png"> <img alt="DCP dialog: Available One-Click-Actions" width="380,5" height="338" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: DCP dialog: Available One-Click-Actions</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Hit the <strong>[Next]-</strong>button to continue. As shown in the figure below, the dialog&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span> attaches the invoice as an email attachment and by checking the <span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷&nbsp;</span><strong>Run workflow</strong> checkbox you can start the so created workflow, which triggers the "Update contact" as you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The result" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png"> <img alt="The result" width="380" height="339" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: The result&nbsp;</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers (as in figure 1).</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10198Process generated document in a workflow from the dialoghttps://www.mscrm-addons.com/Blog/PostId/10162/process-generated-document-in-a-workflow-from-the-dialog*General*,DocumentsCorePack (DCP),DCP 365Tue, 04 Dec 2018 13:44:41 GMT<p style="text-align: justify;">This blog article outlines how to execute an additional "Attach document"-operation<span style="text-align: justify;">&nbsp;by checking the&nbsp;</span><span style="text-align: justify;"><strong>Run workflow</strong></span><span style="text-align: justify;">&nbsp;checkbox in the DocumentsCorePack Dialog (highlighted in yellow below). Therefore you have to create a workflow, which will <span style="text-align: justify;">then&nbsp;</span>be displayed in the Run workflow drop-down menu.&nbsp;</span></p> <p style="text-align: justify;">More information about how to create a workflow can be found&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/9980/how-do-i-create-a-workflow-with-dcp-sb-online-msdyn365" target="_blank">here</a>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack Dialog - Run workflow" href="/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure1.png"> <img alt="DocumentsCorePack Dialog - Run workflow" width="409,5" height="367,5" class="img-responsive" src="/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: DocumentsCorePack Dialog - Run workflow</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em>Within this tutorial, we will create such a workflow step-by-step. The result will be a document which will be&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❶</span> attached to an e-mail and also <span style="text-align: justify; font-size: 24px; color: #0077b3;">❷&nbsp;</span>attached as a note as you can see in the figure below.</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="The result" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure.png"><img alt="The result" width="674" height="414,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 2: The result<br /> <br /> </div> </p> </div> <p style="text-align: justify;">Please open your Microsoft Dynamics 365 and navigate to Settings &gt; Processes. In the My Processes - area, click on the <strong>[New]</strong>-button in order to create a new workflow.&nbsp; A dialog pops up. Type in&nbsp;<span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>the name of your workflow, determine&nbsp;<span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>an entity - <strong>MSCRM-ADDONS.com AutoMergeWorkingItems</strong> in this case and select&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Workflow</strong> as the process category. Afterward, hit the <strong>[OK]</strong>-button.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Create a new workflow" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure2.png"><img alt="Create a new workflow" width="412" height="309,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure2.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Create a new workflow</div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;">The window below pops up, where you can configure your workflow in detail. Please check the <span style="text-align: justify; font-size: 24px; color: #0077b3;">❶</span><strong>&nbsp;As an on-demand</strong> checkbox in the Available to Run-area and as Scope select&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❷</span> <strong>Organization</strong>. Next, please add a new step by hitting on the <strong>[Add Step]</strong>-drop-down menu and select <span style="text-align: justify; font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Create Record</strong>.&nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Create Record" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure3.png"><img alt="Create Record" width="524" height="418,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure3.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: Create <g class="gr_ gr_50 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="50" data-gr-id="50">Record</g></div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">As soon as the step has been added to your workflow, please enter <span style="text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span>a name that remains you of what it contains, e.g. Attach note. Then open the drop-down menu, select&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❷</span> MSCRM-ADDONS.com AutoMergeWorkingItems and hit the&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❸</span>&nbsp;<strong>[Set Properties]</strong>-button.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="MSCRM-ADDONS.com AutoMergeWorkingItems - Set properties" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure4.png"><img alt="MSCRM-ADDONS.com AutoMergeWorkingItems - Set properties" width="306" height="280,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure4.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5: MSCRM-ADDONS.com AutoMergeWorkingItems - Set properties</div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The dialog below opens. It allows you to configure your workflow. Again, give it a <span style="text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span>name - <strong>Attach a note</strong> in this case and select&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❷</span> <strong>AttachToEntity </strong>in the AutoMergeAction-field. Next, set the cursor in the <span style="text-align: justify; font-size: 24px; color: #0077b3;">❸&nbsp;</span>PrimaryRecordUrl-field and select&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❹</span> <strong>PrimaryRecordUrl </strong>in the drop-down menu in the Form Assistant, click on the<strong> [Add]</strong>-button and hit the <strong>[OK]</strong>-button below (highlighted in yellow). The PrimaryRecordUrl-field is filled now. Do the same for the <span style="font-size: 24px; color: #0077b3;">❺&nbsp;</span><strong>EntityToAttach (RecordURL(Dynamic))</strong>. Then, set the cursor in the <span style="font-size: 24px; color: #0077b3;">❻&nbsp;</span><strong>DocumentGUID</strong>-field, select <strong>CreatedDocument </strong>in the Form Assistant and proceed like before. To finish the workflow, please do not forget to click on the&nbsp;<span style="font-size: 24px; color: #0077b3;">❼</span> <strong>[Save and Close]</strong>-button.&nbsp;</p> <p style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configure the workflow" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure5.png"><img alt="Configure the workflow" width="629" height="416,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure5.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Configure the workflow</div> <div>&nbsp;&nbsp;</div> </p> <p style="text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the <strong>[Activate]</strong>-button located at the top.&nbsp;</p> <p style="text-align: justify;">To see the result, please open the DocumentsCorePack Dialog by hitting the&nbsp;<strong>[Create Document]</strong>-button in your Dynamics 365. As shown in the first figure, the dialog&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span>attaches the document as an email attachment and by checking the&nbsp;<span style="text-align: justify; font-size: 24px; color: #0077b3;">❷</span> <strong>Run workflow</strong> checkbox you can start the so created workflow and also attach it as a note.&nbsp;</p> <p style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="The result" href="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure6.png"><img alt="The result" width="353,5" height="318" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Process_generated_document_in_a_workflow_from_the_dialog/Figure6.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: The result&nbsp;</div> </p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p style="text-align: justify;"> <span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10162How to save generated documents to a specified SharePoint URLhttps://www.mscrm-addons.com/Blog/PostId/10138/how-to-save-generated-documents-to-a-specified-sharepoint-url*General*,DocumentsCorePack (DCP),PowerSearch (PS),PS 365Fri, 13 Jul 2018 09:32:18 GMT<p style="text-align: justify;">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&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>. We will skip this part and focus on the step which saves the generated documents to SharePoint.&nbsp;</p> <p style="text-align: justify;">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&nbsp; <strong>[Set Properties]</strong>-button. The properties for this step could look like in the example below:&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com AutoMergeWorkingItems properties " href="/Portals/0/Blog/How_to_save_generated_documents_to_a_specified_SharePointUrl/Figure1.png"> <img alt="MSCRM-ADDONS.com AutoMergeWorkingItems properties" class="img-responsive" src="/Portals/0/Blog/How_to_save_generated_documents_to_a_specified_SharePointUrl/Figure1.png" width="484,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: MSCRM-ADDONS.com AutoMergeWorkingItems properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;<span style="color: #0077b3;">Name</span><br /> </span><span style="text-align: justify;">Type in the name of your newly created step - a name that reminds you of what it contains.&nbsp; In this case "Save File to SharePoint" makes sense.&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="text-align: justify;"><span style="color: #0077b3;">AutoMergeAction</span><br /> </span><span style="text-align: justify;">Open the drop-down menu and select CreateDocument<strong>.&nbsp;</strong></span>Select this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity.</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="text-align: justify; color: #0077b3;">PrimaryRecordUrl<br /> </span><span style="text-align: justify;">Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of&nbsp;how to set a PrymaryRecordsUrl-field can be found in this&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">blog article</a>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❹</span>&nbsp;TemplateToExecute</span><br /> Open the Look up-record and select the template which should be executed.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❺&nbsp;</span><span style="color: #0077b3;">SharePoint URL<br /> </span></span><span style="text-align: justify;">Insert here your SharePoint URL, which can be dynamic or static.&nbsp;<br /> If you want to specify a folder, the url has to end with a '/'. eg. https://xyz.sharepoint.com/sites/dcp/account/<br /> If you want to specify a folder and a file name then you type the full url with the filename, but&nbsp; without extension into this field. eg. https;//xyz.sharepoint.com/sites/dcp/account/myfilename</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="text-align: justify;">​</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❻&nbsp;</span><span style="text-align: justify; background-color: #fcfcfc; color: #0077b3;">Direction<br /> </span><span style="text-align: justify; background-color: #fcfcfc;">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.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="text-align: justify;">After defining the properties please&nbsp;save your&nbsp;newly created process and do not forget to activate it in the <strong>My Processes</strong>-section by hitting the&nbsp;<strong>[Activate]</strong>-button in the command bar.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="text-align: justify;">Please also have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/10080/how-to-upload-a-sharepoint-document-to-an-email-in-a-workflow">blog article</a> to learn how to upload a SharePoint document to an email.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;">&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;"><span style="text-decoration: underline;"></span></p>10138How to upload a SharePoint document to an email in a workflowhttps://www.mscrm-addons.com/Blog/PostId/10080/how-to-upload-a-sharepoint-document-to-an-email-in-a-workflowDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Fri, 30 Mar 2018 08:59:50 GMT<p style="text-align: justify;"><span>In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to upload a SharePoint document to an email in a workflow. For more information on how to create a workflow, please read this article <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>.</span><span style="text-align: justify;">&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;">After creating your new process, you will be provided with the window where you can define the steps of your&nbsp;process.&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;"><strong>Step 1: Create Email&nbsp;</strong><br /> First, you have to create an email by using the Create Record-step. Open the drop-down menu and select Email. By hitting the <strong>[Set properties]</strong>-button you can define the properties of this step. For more information on how to create an email, please read this blog article <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>.&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;"><strong>Step 2: Create MSCRM-ADDONS.com AutoMergeWorkingIntems<br /> </strong></span><span style="background-color: #fcfcfc;">Next, we want to create a new MSCRM-ADDONS.com AutoMergeWorkingItem, which makes sure that the SharePoint document will be uploaded to the email properly. To do so, please add a new step. Again, click on the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc;"><strong>[Add Step]</strong></span><span style="background-color: #fcfcfc;">-button and select Create Record. Then, type in a step description and&nbsp;</span><span style="background-color: #fcfcfc;">use the drop-down menu below</span><span style="background-color: #fcfcfc; color: #4f81bd;">&nbsp;</span><span style="background-color: #fcfcfc;">to set the Create:-section to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com AutoMergeWorkingItems. Next, click on the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Set Properties]</strong></span><span style="background-color: #fcfcfc;">-button.</span>&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create SharePoint service " href="/Portals/0/Blog/How_to_upload_SharePoint_document_to_an_email_in_a_workflow/Figure1_Load_file_from_SP.png"> <img alt="Create SharePoint service" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_upload_SharePoint_document_to_an_email_in_a_workflow/Figure1_Load_file_from_SP.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Create SharePoint service -&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">MSCRM-ADDONS.com AutoMergeWorkingItems properties</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">The properties for this step could look like in the example above, which are explained below.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 18px;">&nbsp;</span><span style="color: #0077b3;">Name</span><br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;"> Type in the name of your newly created step - a name that reminds you of what it contains.&nbsp;&nbsp;</span></em></p> <p><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;">AutoMergeAction</span><br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;">Open the drop-down menu and select AttachToEntity.&nbsp;</span></em>Select this option to attach a created document to any Microsoft Dynamics 365 standard and/or custom entity.</p> <p><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><em><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;">PrimaryRecordUrl<br /> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;">Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted in yellow). A description of&nbsp;how to set a PrymaryRecordsUrl-field can be found in this <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">blog article</a>.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❹&nbsp;</span>EntityToAttach (Record URL(Dynamic))</span><br /> Set the cursor in this field and select&nbsp;<span style="background-color: #fcfcfc;">Create Email (Email) in the F</span><span style="background-color: #fcfcfc;">orm Assistant on the right side.&nbsp;</span></span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="text-align: justify; background-color: #fcfcfc;"><span style="font-size: 24px; color: #0077b3;">❺&nbsp;</span><span style="color: #0077b3;">SharePoint URL<br /> </span> </span></em><em><span style="background-color: #fcfcfc; text-align: justify;"> Insert here your SharePoint URL, which can be dynamic or static.&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;">After defining the properties please&nbsp;save your&nbsp;newly created process and do not forget to activate it in the My Processes-section by hitting the <strong>[Activate]</strong>-button in the command bar.&nbsp;&nbsp;</span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="background-color: #fcfcfc; text-align: justify;"> </span></em></p> </div> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></span><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p style="text-align: justify;"><span>&nbsp;</span></p> <p>&nbsp;</p>10080Trigger Subworkflow from AutoMergeWorkingItem workflowhttps://www.mscrm-addons.com/Blog/PostId/10052/trigger-subworkflow-from-automergeworkingitem-workflowDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Thu, 14 Dec 2017 15:34:55 GMT<p>This blog article outlines how to trigger&nbsp;<g class="gr_ gr_17 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="17" data-gr-id="17">subworkflows</g>&nbsp;from an AutoMergeWorkingItem workflow.&nbsp;&nbsp;</p> <p><span><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;The main&nbsp;workflow needs to be based on &ldquo;AutoMergeWorkingItem&rdquo;.</span></p> <p><span><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Add a Wait Step that waits until the AutoMergeWorkingItem is inactive.</span></p> <p><span><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span>Add another Step called &ldquo;DCPWorkflowSandbox: TriggerSubWorkflow&rdquo;.</span></p> <p><span> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Subworkflow from AutoMergeWorkingItem workflow " href="/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure1_Workflow.png"> <img alt=" Subworkflow from AutoMergeWorkingItem workflow" width="414" height="179,33" class="img-responsive" src="/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure1_Workflow.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Subworkflow from AutoMergeWorkingItem workflow</em></div> </div> <p>&nbsp;</p> <p><span>In the step displayed below,&nbsp; select the Primary Record URL of the AutoMergeWorkingItem and the Subworkflow you want to execute. The entity type needs to match!&nbsp;</span></p> <p><span>&nbsp; </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><a title="Set Properties" href="http://www.mscrm-addons.com/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure2_Set_Properties.png"><img alt="Set Properties" width="414" height="179,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure2_Set_Properties.png" /></a></span></div> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Set Properties</div> </span> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 13px;">​<span style="text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></span><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p><span> </span></p>10052How to troubleshoot DCP-Workflowshttps://www.mscrm-addons.com/Blog/PostId/10046/how-to-troubleshoot-dcp-workflowsDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Mon, 06 Nov 2017 18:02:18 GMT<p>If you execute your workflow but it does not work correctly, there are several ways to troubleshoot your workflow. In most cases these problems are caused by the user itself, having forgotten to fill fields or having picked the wrong values.</p> <p>&nbsp;Here are a few things that you can check if your workflow fails:&nbsp;</p> <p><span style="color: #4f81bd;"><strong>Process Session</strong></span><br /> Open your process and navigate to the process sessions, like you can see highlighted in yellow below. These&nbsp;are logged sessions of every time our process was executed.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Process Sessions " href="/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure1_Process_Sessions.png"> <img alt="Process Sessions" height="238,33" class="img-responsive" src="/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure1_Process_Sessions.png" width="461,67" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Process Sessions</em></div> </div> <p>&nbsp;</p> <p>Open the regarding process session and check at which step your workflow has failed, and investigate further into this particular step. Please also take a look at the details mentioned there:&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Process session details " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure2_Process_session_details.png"><img alt="Process session details" height="238,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure2_Process_session_details.png" width="461,67" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Process session details&nbsp;<br /> <br /> <br /> <strong style="color: #4f81bd;">AutoMergeWorkingItem<br /> </strong>Check the created AutoMergeWorkingItem to see what went wrong. Do this especially if the workflow fails at the Create: AutoMergeWorkingItem step.&nbsp;<strong style="color: #4f81bd;"><br /> </strong></div> </div> <p>&nbsp;</p> <p>Next, open the advanced find in Dynamics 365 and search for the entity MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS and look after the one&nbsp;that fits your workflow session (sort by created on, for example). It will also have the name you gave it in the workflow.&nbsp;</p> <p>&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS: Information " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure3_AutomergeWorkingItems_Info.png"><img alt="MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS: Information" height="238,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure3_AutomergeWorkingItems_Info.png" width="461,67" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3:&nbsp;<span>MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS: Information&nbsp;</span></div> <p>&nbsp;</p> <ul> <li><span>Is the <strong>Primary Record URL</strong> filled and pointing to a Record in your Dynamics 365 that can be merged with the template?</span></li> <li>Is the <strong>Template to Execute</strong> and the <strong>SaveAs </strong>Value filled?</li> <li>Is the <strong>CreatedDocument</strong> filled (In our case it is not and therefore the document generation itself has failed) If this is not filled, check if the Template works with the Primary Record or not?</li> </ul> <ul> <li>Check the Return Value, if it has an Error Message like you can see in the figure below:</li> </ul> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Return Value - Error Message " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure4_Return_Value.png"><img alt="Return Value - Error Message " height="238,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure4_Return_Value.png" width="461,67" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4:&nbsp;Return Value - Error Message&nbsp;</div> <p>&nbsp;</p> <p>If you are attaching to e-Mail, open the e-Mail record and check if sender and recipient are filled, if the document is attached and in which state the email remains (Draft, Pending Send):&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Attaching to e-Mail " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure5_Attaching_to_email.png"><img alt="Attaching to e-Mail " height="238,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_troubleshoot_DCP_Workflow/Figure5_Attaching_to_email.png" width="461,67" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 5:&nbsp;Attaching to e-Mail&nbsp;</div> </p> <p>Check your Dynamics 365 permissions if you are allowed to send <g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="49" data-gr-id="49">e-Mails</g> and if you are allowed to send <g class="gr_ gr_50 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="50" data-gr-id="50">e-Mails</g> on behalf of this user. Check if the recipient is allowed to receive e-Mails.&nbsp;</p> <p>With these hints and a little Dynamics 365 knowledge, you will be able to&nbsp;find the&nbsp;cause and resolve it.</p> <p>&nbsp;Should nothing of this work, send us an <g class="gr_ gr_43 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="43" data-gr-id="43" style="color: #777777; font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit;">e-Mail</g>&nbsp;to <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; text-align: justify; font-family: inherit;">&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a>&nbsp;and include a proper description of the issue, screenshots and your findings and analysis so far.</p> <p>​</p> <p>​</p> <p>​</p> <p>​</p>10046How to use the CreateMultiPartXML based on FetchXMLhttps://www.mscrm-addons.com/Blog/PostId/10043/how-to-use-the-createmultipartxml-based-on-fetch-xmlDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Wed, 27 Sep 2017 10:32:06 GMT<p style="text-align: justify;">This blog article outlines how to create a document for every contact of an account using the&nbsp;<span style="text-align: justify;"><strong>CreateMultiPartXMLbasedonFetchXML </strong>step.&nbsp;</span></p> <p style="text-align: justify;"><strong>Please note:</strong> You have to make sure you first look into the basics of DocumentsCorePack workflow-steps, <g class="gr_ gr_72 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="72" data-gr-id="72">fetchXML</g> and Dynamics 365 workflows before you start with this. It will make the progress a lot easier.&nbsp;</p> <p style="text-align: justify;">In this case, we want to create a document for every contact of an account. To achieve this we need the CreateMultiPartXMLbasedonFetchXML step.&nbsp;</p> <p style="text-align: justify;"><strong>1)</strong> Therefore create a new workflow based on&nbsp;&nbsp;Account. Go to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>DCPWorkflowSandbox and&nbsp;select&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> CreateMultiPartXMLbasedonFetchxml, like you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add new workflow step - CreateMultiPartXMLbasedonFetchxml " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure1_Add_Step.png"> <img alt="Add new workflow step - CreateMultiPartXMLbasedonFetchxml" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure1_Add_Step.png" width="415,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Add new workflow step - CreateMultiPartXMLbasedonFetchxml<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong>2)</strong> Next define the properties of your new workflow step by clicking the [Set Properties]-button, highlighted below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Set Properties for CreateMultiPartXMLbasedonFetchxml " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure2_Set_Properties.png"><img alt="Set Properties for CreateMultiPartXMLbasedonFetchxml" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure2_Set_Properties.png" width="415,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Set Properties for CreateMultiPartXMLbasedonFetchxml</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>3) </strong>In the properties of the&nbsp;<span>CreateMultiPartXMLbasedonFetchxml</span> step, we add the values displayed below:&nbsp;</em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set custom properties " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure3_Set_custom_Step_Input_Properties.png"> <img alt="Set custom properties" width="520,5" height="251" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure3_Set_custom_Step_Input_Properties.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Set custom properties</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span></em><em><strong>Template1: </strong>Our desired Contact Template<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span><em><strong>Entity Record URL Base: </strong>The Record URL of our main entity Account&nbsp;<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><em><strong>FetchXML: </strong>The XML we want to execute. (How to build such an XML will&nbsp;be explained later in this article)<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><em><strong>FechtSMLResultField:</strong> The ID-Field of the returned entities - ContactId in this case<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❺&nbsp;</span><em><strong>FetchXMLResultEntity:</strong> The name of the returned&nbsp;entity (contact in our case)&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em> <strong>4)</strong> Next, add a second step: Create Record - MSCRM-ADDONS.com AutoMergeWorkingItems.</em></p> <p><em> </em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com AutomergeWorkingItem " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure4_AutoMergeWorkingIntems.png"> <img alt="MSCRM-ADDONS.com AutomergeWorkingItem" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure4_AutoMergeWorkingIntems.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: MSCRM-ADDONS.com AutomergeWorkingItem</em><em> </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>5) </strong>Then define the properties as follows:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Properties for AutoMergeWorkingItems " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure5_AutoMergeWorkingItems_properties.png"> <img alt="Properties for AutoMergeWorkingItems" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure5_AutoMergeWorkingItems_properties.png" width="512,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Properties for AutoMergeWorkingItems</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;<span><strong>Name:&nbsp;</strong></span>Choose a fitting name</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷</span>&nbsp;<span><strong>AutoMergeAction:</strong>&nbsp;</span>Create Document</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>PrimaryRecordURL</strong><span><strong>FetchXML:</strong>&nbsp;</span>The Record URL of the primary entity (in our example Account)</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹</span><strong>&nbsp;<span>SaveAs:</span></strong>&nbsp;Your desired output (in this example pdf)</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺</span><strong>&nbsp;<span>MultiDocumentXML:</span></strong>&nbsp;The XML output of the previous step&nbsp;<br /> <br /> </p> <h1 style="text-align: justify;"><span style="font-family: Arial; font-size: 24px; color: #4f81bd;">How to create the Fetch XML<br /> </span></h1> <p style="text-align: justify;">You can use 3<sup>rd</sup>&nbsp;party tools like <strong>"XRMToolBox"</strong> to make the creation of the <strong>FechXML</strong> easier.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="FetchXML " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure6_FetchXML.png"> <img alt="FetchXML" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure6_FetchXML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: FetchXML<br /> <br /> </em><em> </em></div> </div> <p style="text-align: justify;"><strong>1)</strong> Use the Dynamics 365 Advanced Find to get the base structure of the Fetch XML&nbsp;you want,&nbsp; like you can see below.&nbsp;<span>In this case, we wanted to merge all contacts of a particular Account.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Download FetchXML " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure7_Download_FetchXML.png"> <img alt="Download FetchXML" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure7_Download_FetchXML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Download FetchXML<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;"><strong>2)</strong> After building this verifying the result, <strong>download the FetchXML</strong> and paste it into your XML editor. Adjust the <strong>FetchXML</strong> so it can be executed correctly and has no syntax errors.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" XML Code - Record URL " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure8_XML.png"> <img alt=" XML Code - Record URL" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure8_XML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: XML Code - Record URL<br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <strong>3) </strong>Afterwards replace the <strong>Record URL</strong>, which is the primary record you start from, with the value <strong>QID</strong>,&nbsp;highlighted in yellow below. This is necessary to make the workflow dynamic.&nbsp;</em></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="XML Code - QID" href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure9_Dynamic_Workflow.png"> <img alt="XML Code - QID" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure9_Dynamic_Workflow.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: XML Code - QID</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">4) Then copy the finished XML and paste it into the <strong>CreateMultiPartXMLbasedonFetchXML </strong>step into the field <strong>FetchXML</strong>.</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"> <span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> </div>10043CreatemultipartXML: Concatenate documents (advanced)https://www.mscrm-addons.com/Blog/PostId/10016/createmultipartxml-concatenate-documents-advancedDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Wed, 31 May 2017 17:05:48 GMT<p>This article outlines how to concatenate documents on an advanced level based on CreatemultipartXML.</p> <p><strong>Step 1:</strong><br /> First of all, please create a new workflow. If you haven't created a workflow yet, please <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9980%2fhow-do-i-create-a-workflow-with-dcp-sb-online-msdyn365&amp;tabid=165&amp;portalid=0&amp;mid=2185">have a look at this article</a>. Next, add a new step to your workflow, called <strong>CreateMultiPartXml</strong>.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a new workflow" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure1.PNG"> <img alt="" class="img-responsive" style="width: 271px; height: 240px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure1.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Create a new workflow</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 2: </strong><br /> Once the workflow has been created, set up the properties of this step. To do so, click the <strong>[Set Properties]</strong>-button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set the properties of the new step" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure2.PNG"> <img alt="" class="img-responsive" style="width: 333px; height: 139px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure2.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Set the properties of the new step</p> <p>You are now provided with the properties overview.</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="&lt;span&gt;Properties overview&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3_Properties_Overview_1.PNG"><img alt="" class="img-responsive" style="width: 243px; height: 254px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3_Properties_Overview_1.PNG" /></a>Figure 3:&nbsp;Properties Overview</p> <p>There are<strong>3 possible ways</strong> to add files here that should be concatenated.</p> <p>1) Create a new file<strong> based on a document</strong>:</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create a new file based on a document" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3.PNG"><img alt="" class="img-responsive" style="width: 328px; height: 39px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4: Create a new file based on a document<br /> <br /> 2) Create a new file<strong>&nbsp;from an existing note</strong>:</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="&lt;span&gt;Create a new file from an existing note&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure4.PNG"> <img alt="" class="img-responsive" style="width: 330px; height: 22px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure4.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 5:&nbsp;Create a new file from an existing note</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">3)&nbsp;Create a new file <strong>from a SharePoint URL</strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="&lt;span&gt;Create a new file &lt;/span&gt;&lt;span&gt;from a SharePoint URL&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure5.PNG"> <img alt="" class="img-responsive" style="width: 337px; height: 57px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure5.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 6:&nbsp;Create a new file&nbsp;from a SharePoint URL</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 3 <span>(OPTIONAL)</span>:</strong><br /> <p><span>&nbsp;As you can see below, after every template you have the possibility to define the Order in which your documents will be merged. &nbsp;</span></p> <p><span><a title="&lt;span&gt;Properties overview&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3_Properties_Overview.PNG" style="background-color: #ffffff;"><img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure3_Properties_Overview.PNG" style="height: 254px; width: 243px;" /></a>Figure 7:&nbsp;Properties Overview - define Order</span></p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 4:</strong><br /> <p>In addition, you can select what should happen with the result document here:</p> </div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Decide what should happen with the result document" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure6.PNG"><img alt="" class="img-responsive" style="width: 335px; height: 75px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure6.PNG" /></a>Figure 8: Decide what should happen with the result document</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <strong>Step 5:</strong><br /> <p>Now that the XML has been finished, you will also need a step that executes the XML. To do so, you will have to create an AutoMergeWorkingItem.</p> <a title="Create an AutoMergeWorkingItem" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure7.PNG"> <img alt="" class="img-responsive" style="width: 310px; height: 110px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure7.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 9: Create an AutoMergeWorkingItem</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 6:</strong><br /> Once the AutoMergeItem has been created, please set up the properties of this step. To do so, click the&nbsp;<strong>[Set Properties]</strong>-button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="&lt;span&gt;Set the properties of the AutoMergeWorkingItems&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure8.PNG"> <img alt="" class="img-responsive" style="width: 241px; height: 90px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure8.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 10:&nbsp;Set the properties of the AutoMergeWorkingItems</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 7:</strong></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the <strong>General</strong>-section, please fill the <strong>AutoMergeAction </strong>with <strong>Create Document</strong> and specify a <strong>Primary Record Url</strong>.</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="&lt;span&gt;AutoMergeWorkingItems Properties - General section&lt;/span&gt;" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure10.PNG" style="background-color: #ffffff;"><img alt="" class="img-responsive" style="width: 254px; height: 46px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure10.PNG" /></a></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 11: AutoMergeWorkingItems Properties - General section</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>Step 8:<br /> </strong>In the <strong>Advanced</strong>-section, please select your XML from the previous step for the MultiDocumentXML:</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="&lt;span&gt;AutoMergeWorkingItems Properties - Advanced section" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure11.PNG"> <img alt="" class="img-responsive" style="width: 330px; height: 167px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure11.PNG" /></a></div> <p>Figure 12:&nbsp;AutoMergeWorkingItems Properties - Advanced section</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <strong>Step 9 (OPTIONAL):</strong></div> <p>&nbsp;</p> <p>In step 7, the XML is created for you. If you are familiar with the functionality, you can also build the XML by yourself. In the below example, we have created an XML that changes the order of the documents:</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create your own XML" href="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure12.PNG"> <img alt="" class="img-responsive" style="width: 314px; height: 82px;" src="http://mscrm-addons.com/portals/0/Blog/CreateMultiPartXML_Concatenate_Documents/Figure12.PNG" /></a></div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 13: Create your own XML</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <strong>That's</strong><strong>&nbsp;it! </strong>We appreciate your feedback! Please share your thoughts by sending an <g class="gr_ gr_77 gr-alert gr_spell gr_inline_cards gr_disable_anim_appear ContextualSpelling ins-del gr-progress" id="77" data-gr-id="77">e-Mail</g> to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="background-color: #ffffff;">support@mscrm-addons.com</a>.</p> </div>10016How to concatenate documents (Online) https://www.mscrm-addons.com/Blog/PostId/10009/how-to-concatenate-documents-onlineDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Mon, 10 Apr 2017 16:42:17 GMT<p>This article outlines how to concatenate different documents in one single document in DocumentsCorePack Online.&nbsp;<br /> Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatenated documents. If you haven't created a workflow in Microsoft Dynamics 365 Online yet, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9980%2fhow-do-i-create-a-workflow-with-dcp-sb-online-msdyn365&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>. &nbsp; &nbsp;</p> <p>After you have created two or more documents you would like to concatenate, you may want to give your newly created step&nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span> a name that reminds you of what it contains. Second, click on the&nbsp;<span><strong>[Set Properties]</strong></span>-button&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> in order to define the steps&rsquo; settings.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ConcatenateDocuments" href="http://mscrm-addons.com/portals/0/Blog/Concatenate documents Online/Figure1_1.PNG.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Concatenate%20documents%20Online/Figure1_1.PNG.png" style="width: 500px; height: 172px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: ConcatenateDocuments</p> <p>The next window provides you with the ConcatenateDocument Properties.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create MSCRM-Addons.com AutoMerge Working item" href="http://mscrm-addons.com/portals/0/Blog/Concatenate documents Online/Figure2_2.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Concatenate%20documents%20Online/Figure2_2.png" style="width: 500px; height: 219px;" /></a></div> <p>Figure 2: Create MSCRM-Addons.com AutoMerge Working item&nbsp;</p> <p>The&nbsp;ConcatenateDocument&nbsp;properties provide the following possibilities:</p> <p><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;<strong>Name &amp; AutoMergeAction</strong><br /> Please name the AutoMergeWorkingItem, e.g. Concatenate Quote 1 and 2.&nbsp;<br /> In the AutoMergeAction field, please select what you would like to do with this workflow (in this case 'Concatenate')</p> <p><span style="font-size: 24px; color: #4f81bd;">❷</span>&nbsp;<strong>Document1Guid &amp;&nbsp;<span>Document2Guid&nbsp;</span></strong><br /> <span>Document1Guid:&nbsp;</span>This lookup provides the possibility to select the document which should be concatenated. You can select an existing document by clicking on the lookup button, but you can as well use a document created in this workflow before (as it is shown in this example). <br /> <span>Document2Guid:&nbsp;</span>Offering the same functionalities like Document1Guid, this is the Document GUID for the second document you want to concatenate.</p> <p><span style="font-size: 24px; color: #4f81bd;">❸</span>&nbsp;<strong>UpdateFields &amp;&nbsp;</strong><span><strong><g class="gr_ gr_86 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="86" data-gr-id="86">OutPutFileFormat</g></strong></span><br /> <span>UpdateFields:&nbsp;</span>Check true if you want to make sure that all the Word fields are updated once again after the merge process. <br /> <span><g class="gr_ gr_88 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="88" data-gr-id="88">OutPutFileFormat</g>:&nbsp;</span>This option enables you to define the output file format for the result document. &nbsp;</p> <p><span style="font-size: 24px; color: #4f81bd;">❹</span>&nbsp;<strong>Owner &amp; PrimaryRecordUrl</strong><br /> Owner: Optionally, you can enter an owner of the document here. <br /> PrimaryRecordUrl: In this document, you can enter a PrivmaryRecordURL if you would like to by using the Form Assistant on the right side. Please find more information on the PrimaryRecordUrl functionality, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9982%2fhow-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;</p> <p><span style="font-size: 24px; color: #4f81bd;">❺&nbsp;</span><strong>CombineType</strong> <br /> You can use the CombineType to specify how document B will be inserted in document A.&nbsp;</p> <p>The following values are available for <g class="gr_ gr_119 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="119" data-gr-id="119">CombineType</g>:</p> <p><strong> <span>CombineType = 0</span></strong><span><strong>&nbsp;</strong><br /> </span>The formatting of document A will be applied to document B.&nbsp;</p> <p><strong>CombineType = 1 </strong><br /> The formatting will&nbsp;be retained.&nbsp;</p> <p><strong>CombineType = 2 </strong><br /> Does the same as CombineType = 0. In addition, the link to the previous section will be disconnected here (disconnects your header or footer from the header or footer in the previous section).</p> <p><strong> <span>CombineType = 3</span></strong><br /> <span>Does the same as CombineType = 1. In addition, the link to the previous section will be&nbsp;disconnected here (disconnects your header or footer from the header or footer in the previous section).</span></p> <p><strong> </strong><span><strong>CombineType = 99</strong><br /> The content of document B will be inserted at the end.&nbsp;</span></p> <p><strong>Please notice: </strong>You have to fill in a CombineType - otherwise, there will be an error.&nbsp;</p> <p>[OPTIONALLY: If you want to concatenate more than two documents, simply repeat the above steps. As for the sequence: If you create a new step, the already concatenated documents will always be the first in line. All further documents will be concatenated in a consecutive order.]&nbsp;</p> <p><strong><span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span>[Save and Close]</strong>-button<br /> Once you have finished, do not forget to save your changes!&nbsp;</p> <p><span><strong>That&rsquo;s it!</strong></span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p> </p> <div>&nbsp;</div> ​ <p>&nbsp;</p> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 93px; top: 1259px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">You have to fill in the field CombineType, <g class="gr_ gr_83 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="83" data-gr-id="83">otherwise</g> there will be an error</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 93px; top: 1259px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">You have to fill in the field CombineType, <g class="gr_ gr_85 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="85" data-gr-id="85">otherwise</g> there will be an error</span></div> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 143px; top: 1429px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 142px; top: 1437px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; white-space: pre-wrap; font-family: arial, sans-serif; font-size: 16px; color: #212121;">In addition, the link to the previous section is deactivated here.</span></div>10009mscrm-addons.com scheduler error handling https://www.mscrm-addons.com/Blog/PostId/9998/documentscorepack-scheduler-error-handlingDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Mon, 13 Mar 2017 11:03:49 GMT<p><span style="font-size: 16px;">If the scheduler does not work probably, you usually get an e-mail with an included link that starts with<br /> <span style="color: #4f81bd;"><br /> ERROR_Scheduler&hellip;</span></span></p> <p><span style="font-size: 16px;">The link contains further information about the scheduler entity that has been harmed. In order to find out what is wrong, please&nbsp;click on 'Details' and look at the 'Debug message'-field and the 'Message'-field at the bottom of the scheduler. If the left one is empty, it is OK. The right one is filled anyway. If an error message is displayed in both fields, your fetch or workflow is incorrect. In that case, please copy the information from both fields and send an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com scheduler with error message " href="http://www.mscrm-addons.com/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_1.PNG?ver=2017-03-09-133042-993"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_1.PNG?ver=2017-03-09-133042-993" style="width: 500px; height: 446px;" /> </a> </div> Figure 1: MSCRM-ADDONS.com scheduler with error message <p>&nbsp;</p> <p><span style="font-size: 16px;"><span style="color: #ff0000;">Please note: </span>If you do not get an e-Mail with the error-message, you must open the scheduler manually. To do so, please follow<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9853%2fHow-to-trigger-mscrm-addonscom-scheduler-manually&amp;tabid=165&amp;portalid=0&amp;mid=2185"> this blog article (but do not activate the scheduler)</a>&nbsp;and please proceed as above shown.&nbsp;</span></p> <p><span style="font-size: 16px;">Furthermore, you have the possibility to check the background processes. To do so, please open the drop-down menu and click on Background Processes in the Process Sessions-section.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the Background Processes" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot2.PNG?ver=2017-03-09-133144-43"><img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot2.PNG?ver=2017-03-09-133144-43" /> </a> </div> Figure 2: Open the Background Processes<br /> <p>&nbsp;</p> <p><span style="font-size: 16px;">Next, open the MSCRM-ADDONS.com scheduler process from the list you are provided with.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the MSCRM-ADDONS.com scheduler" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_3.PNG?ver=2017-03-09-133223-563"><img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_3.PNG?ver=2017-03-09-133223-563" style="width: 500px; height: 73px;" /> </a> </div> Figure 3: Open the MSCRM-ADDONS.com scheduler<br /> <p>&nbsp;</p> <p><span style="font-size: 16px;">In the so opened window, you get some further information about the scheduler error.&nbsp;</span></p> <p><span style="font-size: 16px;"><span style="color: #ff0000;">Please note:</span> If the window is empty, the scheduler will not work anymore, no matter what you do.&nbsp;<br /> In that case, the only possible way to solve the problem, is to create a new scheduler with the same values and to check if the background processes are available in the newly created scheduler. Also, please delete the old scheduler.&nbsp;<br /> <br /> If the window looks similar to figure 4, please follow the below steps:&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Further information about the scheduler" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_4.png?ver=2017-03-13-105123-570"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_4.png?ver=2017-03-13-105123-570" style="width: 500px; height: 315px;" /> </a> </div> Figure 4: Further information about the scheduler <p><span style="font-size: 16px;"><br /> If you get an error message again, please restart the process.&nbsp;<br /> If the problem continues, please click on Details to show the specific error message.&nbsp;<br /> Copy all information from the details field and send an e-Mail to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</span></p> <p><span style="font-size: 16px;"><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</span></p> <p><span style="font-size: 16px;"><br /> </span></p> <p><span style="font-size: 16px;">​</span></p> <span style="font-size: 16px;"><br /> </span> <map id="rade_img_map_1489398511108" name="rade_img_map_1489398511108"> <area shape="RECT" coords="110,0,397,283" href="http://" /></map>9998How do I create a document that includes all child records of a certain entity?https://www.mscrm-addons.com/Blog/PostId/9988/how-do-i-create-a-document-that-includes-all-related-entities-1nDocumentsCorePack (DCP),DCP 365Thu, 16 Feb 2017 11:01:37 GMT<p><span>This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.</span></p> <p><span>This feature is very useful if you, for example, would like to create a document that includes</span></p> <p><span>- all quotes of a certain customer<br /> </span>- all contacts that are related to an account<br /> - all invoices of a certain entity</p> <p>In the now following step-by-step tutorial, we will create a document, that includes all contacts related to a certain account and concatenate it in one document. &nbsp;</p> <p><span><strong>Step 1: Create a new workflow for a random entity</strong><br /> If you have not created a workflow yet, please have a look at this <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9980%2fhow-do-i-create-a-workflow-with-dcp-sb-online-msdyn365&amp;tabid=165&amp;portalid=0&amp;mid=2185">blog article</a>. In our example, we want to create a workflow for the entity account. Once the workflow is created, please add the DCPWorkflowSandobox:DCPCreateMultiPartXmlbassedonFetchxml step.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Workflow Activities" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/1.jpg?ver=2017-02-13-110755-680"> <img alt="" class="img-responsive" src="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/1.jpg?ver=2017-02-13-110755-680" /> </a><a title="Workflow Activities" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/1.jpg?ver=2017-02-13-110755-680" style="background-color: #ffffff;">​</a> </div> <p>Figure 1: Workflow Activities</p> <p>​</p> <p><span><strong>Step 2: Set the properties for the&nbsp;DCPWorkflowSandobox:DCPCreateMultiPartXmlbassedonFetchxml step</strong><br /> With a click on the [Set Properties]-button you add your individual properties to the parameters:</span></p> <p><span>The first three properties allow you define the settings for the conversion of the documents to .pdf and for the general SharePoint information. The other properties are explained below.&nbsp;</span></p> <ul style="margin-top: 0cm; list-style-type: disc;"> <li style="margin-left: 0cm;"><span>Template 1:<span class="Apple-tab-span" style="white-space: pre;"> </span>Enables you to define the template which should be used</span></li> <li style="margin-left: 0cm;"><span>Entity Record URL Base: <span class="Apple-tab-span" style="white-space: pre;"> </span>Contain the Record URL of the Base Record (here: <em>account)</em></span></li> <li style="margin-left: 0cm;"><span>FetchXML: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Contains the FetchXML that resolves the relationship to the child. <br /> <span class="Apple-tab-span" style="white-space: pre;"> </span>In this example, it retrieves all child contacts of the account.</span></li> </ul> <p style="margin-left: 0cm;"><span><strong><span style="color: #7f7f7f;">Step 3: Create a FetchXML</span></strong><br /> We recommend you to use a<a title="Workflow Activities" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/1.jpg?ver=2017-02-13-110755-680"> </a></span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=http%3a%2f%2ffxb.xrmtoolbox.com%2f&amp;tabid=165&amp;portalid=0&amp;mid=2185">FetchXML builder</a> if you want to create a new FetchXML, because it facilitates the creation of a new FetchXML.&nbsp;</p> <p style="margin-left: 0cm;">The FetchXML that is created for this workflow<br /> <br /> - defines which documents should be filtered and concenated<br /> - resolves the 1:N relationship&nbsp;<br /> - enables you to add an unlimited amount of filters</p> <p style="margin-left: 0cm;">Here is the FetchXML that was created for this example:<br /> <br /> &lt;fetch count="50" &gt;</p> <p><span>&lt;entity name="contact" &gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp; &lt;attribute name="fullname" /&gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp; &lt;link-entity name="account" from="accountid" to="parentcustomerid" link-type="inner" &gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;filter name="account" from="accountid" to="parentcustomerid" &gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;condition attribute="accountid" operator="eq" value="<span style="color: #ff0000;">qid</span>" /&gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;/filter&gt;</span></p> <p><span>&nbsp;&nbsp;&nbsp; &lt;/link-entity&gt;</span></p> <p><span>&nbsp; &lt;/entity&gt;</span></p> <p><span>&lt;/fetch&gt;<br /> </span></p> <p><span style="color: #ff0000;">Please note: It is of utmost importance that the qid (displayed above in red) is inserted, because the workflow activity will replace the qid with the accountid from the executed workflow. If qid is not inserted, the workflow cannot filter the results.&nbsp;</span><span style="color: #ff0000;">​</span></p> <ul style="margin-top: 0cm; list-style-type: disc;"> <li style="margin-left: 0cm;"><span>FetchXMLResultField: Is the primary key field from the child record. In this case it is the contactid</span></li> <li style="margin-bottom: 12pt; margin-left: 0cm;"><span>FetchXMLResultEntity: Is the schema name of the result. In this example it is contact</span></li> </ul> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set Custom Step Input Properties" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/2.png?ver=2017-02-13-110813-720"> <img alt="" class="img-responsive" src="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/2.png?ver=2017-02-13-110813-720" style="width: 500px; height: 349px;" /> </a> </div> <p>Figure 2: Set Custom Step Input Properties</p> <p>​</p> <p><span><strong>Step 4: Create an AutoMergeWorkingItem</strong><br /> As next step you need to create the AutoMergeWorkingItem. Furthermore, the result XML from the CreateMultipartXMLbasedonFetchXML has to be added to the field</span>MultiDocumentXML in the Advanced Section.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set the MultiDocumentXML" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/3.png?ver=2017-02-13-110831-160"> <img alt="" class="img-responsive" src="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/3.png?ver=2017-02-13-110831-160" style="width: 500px; height: 312px;" /> </a> </div> <p>Figure 3: Set the MultiDocumentXML</p> <p><span>The top of the AutoMergeWorking Item will look like below.&nbsp;</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="AutoMergeWorkingItems" href="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/4.png?ver=2017-02-13-110845-340"> <img alt="" class="img-responsive" src="/Portals/0/Blog/How%20do%20I%20generate%20a%20document%20for%20all%20associated%20contacts%20of%20an%20account/4.png?ver=2017-02-13-110845-340" style="width: 500px; height: 120px;" />​<br /> </a> </div> Figure 4: AutoMergeWorkingItems</p> <p><strong>&nbsp;</strong></p> <p><strong>Step 5: Start your workflow</strong></p> <p> The result of your workflow will be visible in the CreatedDocument-field in the AutoMergeWorkingItems-window (please see figure 4).​<br /> <br /> <span style="color: #ff0000;">Please note: </span>You could as well combine this workflow with one that creates an eMail, attaches the here created document to an eMail and sends the so created eMail to a certain group of people. Please read more about how to create such a workflow <a href="http://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365">here</a>.&nbsp;</p> <p><strong>​That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!&nbsp;</p>9988How do I create a document and attach it to an email in a single workflow step in MS Dynamics 365 Online?https://www.mscrm-addons.com/Blog/PostId/9982/how-do-i-create-a-document-and-attach-it-to-an-email-quick-and-easy-in-ms-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016Mon, 30 Jan 2017 14:19:59 GMT<p>This step-by-step tutorial outlines how to create a document and attach it to an email in a single workflow-step.</p> <p><strong>Requirements:</strong> DocumentsCorePack ServerBased, MS Dynamics CRM 2015/2016 or MS Dynamics 365</p> <p><strong>Step 1: Create a new workflow</strong><br /> First, open Dynamics 365 (CRM) and navigate to Settings&nbsp;<span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>and Processes&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span>. In the My Processes-area click on the <strong>[New]</strong>-button<span style="font-size: 24px; color: #4f81bd;">&nbsp;❸</span>&nbsp;in order to create a new workflow.</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add a new process" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create%20a%20new%20process_1.png?ver=2017-01-30-104353-053"> <img alt="" class="img-responsive" style="width: 500px; height: 288px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create%20a%20new%20process_1.png?ver=2017-01-30-104353-053" />&nbsp;<span style="color: #4f81bd;"></span><br /> </a> </div> Figure 1: Add a new process <p>&nbsp;</p> <p>Please type in a Process name <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>(here: Test Workflow), set Workflow as Category <span style="color: #4f81bd;"><span style="font-size: 24px;">❷</span><span style="font-size: 13px; color: #7f7f7f;">,</span>&nbsp;<span style="color: #7f7f7f;">select the entity you would like to create the workflow for <span style="font-size: 24px; color: #4f81bd;">❸</span>&nbsp;(here: Account),&nbsp;</span></span>and click on the <strong>[OK]</strong>-button <span style="font-size: 24px; color: #4f81bd;">❹</span> in order to finish the creation of your new workflow.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a new workflow" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_a_new_process_2.PNG.png?ver=2017-01-30-105346-797"> <img alt="" class="img-responsive" style="width: 500px; height: 380px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_a_new_process_2.PNG.png?ver=2017-01-30-105346-797" /><br /> </a></div> Figure 2: Create a new workflow <p>&nbsp; <br /> <strong>Step 2: Add your workflow details </strong></p> <p style="text-align: left;">If we want to receive a good result for our workflow, we first have to create an email. To do so, please&nbsp;click on the <strong>[Add Step]</strong>-drop-down-button <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>and select Create Record. Type in a name for your step&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> (here: Create Email) and use the Create:-drop down menu <span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span>to set the Create:-section to Email. Next, click on <strong>[Set Properties]</strong>-button <span style="font-size: 24px; color: #4f81bd;">❹</span>.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create an eMail record" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_Email_3.PNG.png?ver=2017-01-30-105651-270"> <img alt="" class="img-responsive" style="width: 500px; height: 338px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_Email_3.PNG.png?ver=2017-01-30-105651-270" /><br /> </a> </div> <span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">Figure 3: Create an eMail record</span> <p>&nbsp;</p> <p>An email activity opens. In this window, a sender, a subject and an email text&nbsp;<span style="font-size: 24px; color: #4f81bd;">❺&nbsp;</span>has to be defined. The form assistant supports you when it comes to the setting of the Recipient-field <span style="font-size: 24px; color: #4f81bd;">❶</span>. The Regarding-field <span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span>is often already pre-filled. If not, simply f<span>ollow the same instructions as for the Recipient-field for the Regarding-field.&nbsp;</span></p> <p>Please set the cursor into the <strong>Recipient</strong>-field <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>in order to set the recipient. Next, select Account in the Look for:-drop down menu <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>in the Form Assistant-area on the right sight, click on the <strong>[Add]</strong>-button&nbsp;<span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span>and then on the <strong>[OK]</strong>-button&nbsp;<span style="font-size: 24px; color: #4f81bd;">❹</span>. Now the Recipient-field is filled out correctly.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Configure the email activity" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_email_settings_4.png?ver=2017-01-30-104928-473"> <img alt="" class="img-responsive" style="width: 500px; height: 264px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Create_email_settings_4.png?ver=2017-01-30-104928-473" /><br /> </a></div> <p>Figure 4: Configure the email activity</p> <p>Optionally, you may scroll down and configure some more details of the eMail step.&nbsp;<br /> <br /> Once you have finished the configuration, please click on the <strong>[Save and Close]</strong>-button.</p> <p>Next, we want to create a new MSCRM-ADDONS.com AutoMerge Working item, which makes sure that the document is generated and attached to the email properly. To do so, please add a new step. Again, click on the <strong>[Add Step]</strong>-button and select Create Record. Then, type in a step description and&nbsp;<span>use the Create:-drop down menu</span><span style="color: #4f81bd;">&nbsp;</span><span>to set the Create:-section to&nbsp;</span>MSCRM-ADDONS.com AutoMergeWorkingItems. Next, click on the <strong>[Set Properties]</strong>-button.</p> <p>In the window that opens now, we set the properties for the next step. To do so, please name the AutoMergeWorkingItem&nbsp;<span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶</span>&nbsp;(here: Create and Attach) and set an AutoMergeAction&nbsp;<span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷</span>&nbsp;using the drop-down menu (here: CreateDocument).&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Name the AutoMergeWorkingItem" href="http://www.mscrm-addons.com/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Name_AutoMergeWorkingItem_7.png?ver=2017-01-30-111114-897"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Name_AutoMergeWorkingItem_7.png?ver=2017-01-30-111114-897" /><br /> </a></div> <p>&nbsp;</p> <p>Figure 5: Name the AutoMergeWorkingItem</p> <p>Next, it is important to make sure that the workflow contains all the important settings that are necessary for a smoothly running process. <br /> Apart from the name and the AutoMerge Action, it is important to fill in the following fields:</p> <p><span style="color: #2c79ae;"><span style="font-size: 24px;">❶</span><span style="color: #4f81bd;">&nbsp;</span></span><span style="color: #4f81bd;">the PrimaryRecordsUrl-field<br /> <span style="font-size: 24px;">❷&nbsp;</span>the TemplateToExecute-field&nbsp;<br /> <span style="font-size: 24px;">❸&nbsp;</span>the SaveAs-field<br /> <span style="color: #7f7f7f;">and</span>&nbsp;<span style="font-size: 24px;">❹&nbsp;</span>the EmailToAttach - field</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com AutoMergeWorkingItems" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Figure1_1_neu.png?ver=2017-03-03-114241-043"> <img alt="" class="img-responsive" style="width: 500px; height: 317px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Figure1_1_neu.png?ver=2017-03-03-114241-043" /> </a> </div> <p>Figure 6: MSCRM-ADDONS.com AutoMergeWorkingItems</p> <p>Please find further information on how to insert the single fields below.&nbsp;</p> <p><span style="color: #4f81bd;">1) How do I set a PrimaryRecordsUrl-field?<br /> </span>To do so, please set the cursor in the PrimaryRecordUrl-field &nbsp;<span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶&nbsp;</span>and go to the Look for:-area <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷&nbsp;</span>within the form assistant on the right side. Next, select Record URL(Dynamics) <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷&nbsp;</span>from the second drop-down-menu, click on the <strong>[Add]</strong>-button <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❸&nbsp;</span>and then on the <strong>[OK]</strong>-button&nbsp;<span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❹</span>.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert the PrimaryRecordsUrl" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Primary_Record_URL_6_1.png?ver=2017-03-08-104512-153"> <img alt="" class="img-responsive" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Primary_Record_URL_6_1.png?ver=2017-03-08-104512-153" /> </a> </div> Figure 7: Insert<span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-family: inherit;">&nbsp;the PrimaryRecordsUrl</span> <br /> <br /> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #ff0000;">Please note:</span>&nbsp;Set the SaveOnlyIntoTemp-option on No, if you want to save data on SharePoint. Set this option on Yes, if you want to save data as temp files only. Additionally, please set the OutputFileFormat on .pdf. &nbsp;<a title="Insert&lt;span&gt; the PrimaryRecordsUrl&lt;/span&gt;" style="background-color: #ffffff;" href="http://www.mscrm-addons.com/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Primary_Record_URL_6.png?ver=2017-03-03-115522-127"><img alt="" class="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Primary_Record_URL_6.png?ver=2017-03-03-115522-127" /></a></div> <p>&nbsp;</p> <p><span style="color: #4f81bd;">2) How do I select a template to execute?</span><br /> To determine the template that should be executed during the workflow, simply set your cursor in the TemplateToExecute-field and look for the template you would like to add.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select a template" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Template_to_execute_8.PNG?ver=2017-01-30-130435-900"> <img alt="" class="img-responsive" style="width: 500px; height: 317px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Template_to_execute_8.PNG?ver=2017-01-30-130435-900" />&nbsp;<br /> </a> </div> <p>Figure 8: Select a template<br /> <br /> <span style="color: #4f81bd;">How do I set a file format?</span><br /> The Save As- field enables you to select a certain file format. In order to define it, simply use the drop down menu of the field.&nbsp;</p> <p><span style="color: #4f81bd;">How do I define which eMail should be attached?</span><br /> Next, set the cursor into the EmailToAttach-field <span style="font-size: 24px; color: #4f81bd;">❶</span><span style="font-size: 24px; color: #4f81bd;">&nbsp;</span>and select Create Email (Email) in the&nbsp;<span>form assistant <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>on the right side</span>.<span style="font-size: 24px; color: #4f81bd;">&nbsp;</span><span style="color: #ff0000;">Please note:</span> It is of utmost importance also to select an eMail here. Next, click on the <strong>[Add]</strong>-button <span style="font-size: 24px; color: #4f81bd;">❸</span>. Once you have finished the configuration, please click on the <strong>[Save and Close]</strong>-button&nbsp;<span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❹</span> in order to save your settings. Additionally, it is possible to send the document via eMail if you insert the created eMail (see 1, 2 &amp; 3) also into this field <span style="margin: 0px; font-size: 24px; color: #4f81bd;">❺</span>.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Attach eMail " href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Figure9_step5.png?ver=2017-03-03-121404-960"> <img alt="" class="img-responsive" style="width: 500px; height: 323px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Figure9_step5.png?ver=2017-03-03-121404-960" /> </a> </div> Figure 9: Attach eMail&nbsp;<br /> <br /> <p>Now your workflow settings are finished and the workflow is ready to be used. Please do not forget to save the workflow before you proceed!&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Workflow - ready to use " href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Save_and_close_10.PNG?ver=2017-01-30-110603-083"> <img alt="" class="img-responsive" style="width: 500px; height: 376px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Save_and_close_10.PNG?ver=2017-01-30-110603-083" /><br /> </a> </div> Figure 10: Workflow - ready to use&nbsp; <br /> <br /> <p><strong>Step 3: Activate your new workflow<br /> <br /> </strong>Please select your newly created workflow in the My Processes-section and click on the <strong>[Activate]</strong>-button in the command bar.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activate workflow " href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Workflow_ready_11.png?ver=2017-01-30-112401-690"> <img alt="" class="img-responsive" style="width: 500px; height: 166px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Workflow_ready_11.png?ver=2017-01-30-112401-690" /><br /> </a> </div> Figure 11: Activate workflow&nbsp; <p>&nbsp;</p> <p>In the following question dialog, click on the<strong> [Activate]</strong>-button in order to proceed.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activate the process" href="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Activate_12.PNG?ver=2017-01-30-100453-793"> <img alt="" class="img-responsive" style="width: 300px; height: 124px;" src="/Portals/0/Blog/How%20do%20I%20create%20a%20document%20in%20MS%20Dynamics%20365%20&amp;%20add%20it%20to%20an%20eMail/Activate_12.PNG?ver=2017-01-30-100453-793" /><br /> </a> </div> Figure 12: Activate the process <br /> <br /> <p><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-family: inherit;"><strong>That&rsquo;s it!</strong></span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a style="background-color: #ffffff;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <div>&nbsp;</div>9982How do I create a workflow with DocumentsCorePack SB Online?https://www.mscrm-addons.com/Blog/PostId/9980/how-do-i-create-a-workflow-with-dcp-sb-online-msdyn365DCP 2015 / 2016Wed, 25 Jan 2017 13:01:35 GMT<p> <span style="font-size: 13px; color: #000000;"> Once activated, workflows automate and thus, facilitate business processes in Microsoft Dynamics 365 (CRM).&nbsp;&nbsp; <br /> In this step-by-step tutorial, you will learn how to create workflows with DocumentsCorePack Server Based successfully. <br /> <br /> <strong>Requirements:</strong> DocumentsCorePack ServerBased, Microsoft Dynamics CRM 2015/2016 or Microsoft Dynamics 365 (CRM) </span> </p> <p><strong><span style="color: #ff0000;">Prerequisites:</span></strong><span style="color: #ff0000;"> <strong>Create a new workflow</strong> </span></p> <p> <span style="color: #000000;">Please access your Microsoft Dynamics 365 (CRM) and navigate to Settings &gt; Processes. In the My Processes &ndash; area, click on the </span><strong style="color: #000000;"><em>[New]</em></strong><span style="color: #000000;">-button in order to create a new workflow. </span><br /> <span style="color: #000000;"> A webpage dialog pops up. Type in a name, determine an entity and select &ldquo;Workflow&rdquo; as the process category. Afterward, click on the </span><strong style="color: #000000;"><em>[OK]</em></strong><span style="color: #000000;">-button.</span><br /> <span style="color: #000000;"> <br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create a new workflow " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_1.png"> <img alt=" Create a new workflow" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_1.png" style="width: 500px; height: 325px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 1: Create a new workflow</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">Within this tutorial, we will create the following steps: </span></p> <p> <span style="color: #000000;"> 1) Create a document<br /> 2) Insert a Wait Condition (Has the document creation been finished yet?)<br /> 3) Attach <g class="gr_ gr_760 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-ins replaceWithoutSep" id="760" data-gr-id="760">document</g> to letter &ndash; Step A<br /> 4) Attach <g class="gr_ gr_765 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-ins replaceWithoutSep" id="765" data-gr-id="765">document</g> to letter (if finished &ndash; Step B)<br /> 5) Insert a Wait Condition (Has the document creation been finished yet?)<br /> 6) Delete document</span> </p> <p><span style="color: #000000;">We will work with the entity <em>Contact</em>, the category <em>Workflow</em> <g class="gr_ gr_768 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Punctuation only-ins replaceWithoutSep" id="768" data-gr-id="768">and</g> the process <em>CRMWorkflowExample</em>. Our starting point is the <em>Process: CRMWorkflowExample-</em>dialog. </span></p> <p> <span style="color: #000000;"> <br /> <strong>Step 1: Create a document<br /> </strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #000000;">This option supports you when dealing with the creation of documents. To create a new record (e.g. document), simply click on the <strong><em>[Add Step]</em></strong>-drop-down menu</span> <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶</span> <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #000000;">and</span> <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #000000;">select <em>Create Record</em> </span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create Record " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_2.png"> <img alt=" Create Record" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_2.png" style="width: 500px; height: 233px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 2: Create Record</span></em></div> </div> <p>&nbsp;</p> <span style="color: #000000;"> As soon as the step has been added to your workflow, you may want to give it a name that reminds you of what it contains, e.g. create document</span><span style="font-size: 24px; color: #4f81bd;">❶</span><span style="color: #000000;">. Then open the drop-down menu next to <em>Create</em>, select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em></span> <span style="font-size: 24px; color: #4f81bd;">❷</span> <span style="color: #000000;">and click on the </span><strong><em><span style="color: #000000;">[Set Properties]</span></em></strong><span style="color: #000000;">-button</span> <span style="font-size: 24px; color: #4f81bd;">❸</span>. <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create record properties " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_3.png"> <img alt=" Create record properties" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_3.png" style="width: 500px; height: 234px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 3: Create record properties</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;"> The dialog below opens. It allows you to configure the first step of your workflow. Again, name the window (here<g class="gr_ gr_791 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style replaceWithoutSep" id="791" data-gr-id="791">:</g></span><em><span style="color: #000000;"><g class="gr_ gr_791 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style replaceWithoutSep" id="791" data-gr-id="791">Create</g> Document</span> </em><span style="font-size: 24px; color: #4f81bd;">❶</span><span style="color: #000000;">) and look for <em>CreateDocument</em> in the <em>AutoMergeAction</em> field</span> <span style="font-size: 24px; color: #4f81bd;">❷</span><span style="color: #000000;">.</span></p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create MSCRM-ADDONS.com AutoMergeWorkingItems: Create Document " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_4.png"> <img alt=" Create MSCRM-ADDONS.com AutoMergeWorkingItems: Create Document" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_4.png" style="width: 500px; height: 313px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 4: Create MSCRM-ADDONS.com AutoMergeWorkingItems: Create Document</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">Now, click on the magnifying glass next to the <em>TemplateToExecute</em> field and select the template that should be used within the workflow </span><span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and the file format the document should be saved as</span> <span style="font-size: 24px; color: #4f81bd;">❷</span><span style="color: #000000;">.<br /> </span> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Select a template to be executed " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_5.png"> <img alt=" Select a template to be executed" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_5.png" style="width: 500px; height: 205px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 5: Select a template to be executed</span></em></div> </div> <p>&nbsp;</p> <p><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">It is also very important to insert the <em>PrimaryRecordUrl</em>. To do so, set the cursor in the <em>PrimaryRecordUrl</em>-field</span> <span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❶</span> <span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">and select <em>Record URL (Dynamics)</em> in the drop-down menu in the Form Assistant</span> <span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❷</span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">, click on the <strong><em>[Add]</em></strong>-button and on the <strong><em>[OK]</em></strong>-button. The <em>PrimaryRecordUrl</em>-field is filled now. Do not forget to save your changes!</span>&nbsp;&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Insert the PrimaryRecordURL " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_6.png"> <img alt=" Insert the PrimaryRecordURL" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_6.png" style="width: 500px; height: 263px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 6: Insert the PrimaryRecordURL</span></em></div> </div> <p>&nbsp;</p> <p><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">The first step of your workflow is now added and fully configured. If you want to stop your workflow at this point, you can click on the </span><strong style="color: #000000;"><em>[Save and Close]</em></strong><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">-button and finish here. If you want to add further steps, you have to define a condition to be fulfilled before adding further steps.&nbsp;</span></p> <p><span style="color: #000000;"> <br /> <strong>Step 2: Wait condition<br /> </strong></span><span style="color: #000000;">Whenever you add a step, you need to make sure that the step has been finished before you start with the next step. The </span><em style="color: #000000;">Wait condition step</em><span style="color: #000000;"> checks this automatically.</span></p> <p><span style="color: #000000;">For example, if you want to create a letter-activity with the previously generated document as an attachment, you need to make sure that the document creation is completed, before you attach the document to the letter activity. To do so, open the </span><strong style="color: #000000;"><em>[Add-Step]</em></strong><span style="color: #000000;">-drop-down menu and select the </span><em style="color: #000000;">Wait Condition</em><span style="color: #000000;">.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add a Wait Condition " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_7.png"> <img alt="Add a Wait Condition" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 7: Add a Wait Condition</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">When the step has been added to your workflow, you may want to give it a name that reminds you of what it contains, e.g. <g class="gr_ gr_632 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="632" data-gr-id="632">Wait</g> condition</span> <span style="font-size: 24px; color: #4f81bd;">❶</span><span style="color: #000000;">. Then click on </span><strong><em><condition><span style="color: #000000;"> (click to configure).</span></condition></em></strong></p> <div class=" data-plugin-options="><em><span style="color: #000000;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Name the Wait Condition " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_8.png"><img alt=" Name the Wait Condition" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_8.png" style="width: 500px; height: 199px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Name the Wait Condition</em></div> </span></em></div> <strong><em><span style="color: #000000;"> </span></em></strong> <p>&nbsp;</p> <p><span style="color: #000000;"> The next window allows you to define the condition to be fulfilled for the workflow proceeding.<br /> </span> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Define the Wait Condition " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_9.png"> <img alt=" Define the Wait Condition" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_9.png" style="width: 500px; height: 207px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 9: Define the Wait Condition</span></em></div> </div> </p> <p><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">Whenever you click on Select, a drop-down menu opens that allows you to set the conditions for this step. For our purpose, we select the conditions <em>Create <g class="gr_ gr_393 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="393" data-gr-id="393">document</g> (MSCRM-ADDONS.com AutoMergeWorkingItems)</em></span><span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❶</span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">, <em>Status</em></span> <span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❷</span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">, <em>Equals</em></span> <span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❸</span><span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;"> and <em>Inactive</em></span> <span style="font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 24px; color: #4f81bd;">❹</span> <span style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; color: #000000;">from the <em>Select Values</em> dialog.</span></p> <p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Configure the Wait Condition" href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_10.png"> <img alt=" Configure the Wait Condition" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_10.png" style="width: 500px; height: 367px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 10: Configure the Wait Condition</span></em></div> </div> </p> <p>&nbsp;</p> <p><span style="color: #000000;">If you have followed the steps carefully, your window will look like this one. Click on the <strong><em>[Save and close]</em></strong>-button. <br /> </span> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Wait Condition configured" href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_11.png"> <img alt=" Wait Condition configured" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_11.png" style="width: 500px; height: 81px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 11: Wait Condition configured</span></em></div> </div> </p> <p><span style="color: #000000;">By setting this step, you have determined that step 2 of this workflow will only be executed if step 1, the document generation, has been finished successfully.</span></p> <p><span style="color: #000000;"> <br /> </span></p> <p><span style="color: #000000;"><strong>Step 3: Attach <g class="gr_ gr_613 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="613" data-gr-id="613">document</g> to letter &ndash; Step A<br /> </strong></span><span style="color: #000000;">The next step enables you to attach a document to an already existing letter.</span></p> <p><span style="color: #000000;">To add the next step, e.g. to create a letter-activity, simply click on <em>Select this row and click Add Step</em> </span><span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and afterward, click on the <strong><em>[Add Step]</em></strong>-button</span> <span style="font-size: 24px; color: #4f81bd;">❷</span> <span style="color: #000000;">and select <em>Create Record</em> from the drop-down menu.<br /> </span> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add stepd" href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_12.png"> <img alt=" Add step" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_12.png" style="width: 400px; height: 124px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 12: Add step</span></em></div> </div> </p> <p><span style="color: #000000;">&nbsp;&nbsp;</span></p> <p><span style="color: #000000;"> When the step has been added to your workflow, you may want to give it a name that reminds you of what it contains, e.g. Attach <g class="gr_ gr_627 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="627" data-gr-id="627">document</g> to letter</span> <span style="font-size: 24px; color: #4f81bd;">❶</span><span style="color: #000000;">. Then open the drop-down menu next to <em>Create</em>, select <em>Letter</em></span> <span style="font-size: 24px; color: #4f81bd;">❷</span> <span style="color: #000000;">and click on the <strong><em>[Set Properties]</em></strong>-button</span> <span style="font-size: 24px; color: #4f81bd;">❸</span><span style="color: #000000;">.<br /> </span> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Name the step " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_13.png"> <img alt=" Name the step" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_13.png" style="width: 336px; height: 305px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 13: Name the step</span></em></div> </div> </p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p><span style="color: #000000;"> Within the next window, you must define a sender and a subject and type in the letter&rsquo;s text.</span></p> <p> <span style="color: #000000;">To define the recipient, click in the <em>Recipient</em>-field </span><span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and go to the <em>Look for</em>-area within the <em>form assistant</em> on the right side. Select Contact in both drop-down-menus, </span><span style="font-size: 24px; color: #4f81bd;">❷</span> <span style="color: #000000;">click on the <strong><em>[Add]</em></strong>-button </span><span style="font-size: 24px; color: #4f81bd;">❸</span><span style="color: #000000;"> and then on the <strong><em>[OK]</em></strong>-button</span> <span style="font-size: 24px; color: #4f81bd;">❹</span><span style="color: #000000;"> . Once finished, do not forget to save your settings.<br /> </span> </p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Define the recipient " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_14.png"> <span style="color: #000000;"><img alt=" Define the recipient" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_14.png" style="width: 620px; height: 298px;" /></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 14: Define the recipient</span></em></div> </div> </em> <p>&nbsp;</p> <p><strong><span style="color: #000000;">Step 4: Attach <g class="gr_ gr_603 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="603" data-gr-id="603">document</g> to letter &ndash; Step B<br /> </span></strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #000000;">This step makes sure that the previously created document will be added to the letter-activity. To attach a document to the letter, simply click on the <strong><em>[Add Step]</em></strong>-drop-down menu</span> <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶</span> <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #000000;">and select <em>Create Record</em></span> <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷.<br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add step " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_15.png"> <img alt=" Add step" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_15.png" style="width: 500px; height: 236px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 15: Add step</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">When the step has been added to your workflow, you may want to give it a name that reminds you of what it contains, e.g. Attach </span><g class="gr_ gr_608 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="608" data-gr-id="608">document</g><span style="color: #000000;"> to letter &ndash; Step B </span><span style="font-size: 24px; color: #4f81bd;">❶</span><span style="color: #000000;">. Then open the drop-down menu next to <em>Create</em>, select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em></span> <span style="font-size: 24px; color: #4f81bd;">❷</span> <span style="color: #000000;">and click on the <strong><em>[Set Properties]</em></strong>-button</span> <span style="font-size: 24px; color: #4f81bd;">❸.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Name the step " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_16.png"> <span style="color: #000000;"><img alt="Name the step " class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_16.png" style="width: 314px; height: 313px;" /></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 16: Name the step</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p><span style="color: #000000;"> The dialog that opens now allows you to configure the <em>AttachToLetter</em>-workflow-step. Name it and define the corresponding AutoMergeAction (here: AttachTo letter). </span><span style="font-size: 24px; color: #4f81bd;">❶</span> </p> <p><span style="color: #000000;">Within the <em>Attach to Letter</em>-section, you can determine the letter-activity to which the created document will be attached to and the document which should be attached.</span> <span style="font-size: 24px; color: #4f81bd;">❷</span></p> <p> <a title="Name the step" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_16.png"> </a> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Determine the letter-activity and the document " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_17.png"> <img alt=" Determine the letter-activity and the document" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_17.png" style="width: 500px; height: 348px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 17: Determine the letter-activity and the document</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">To determine the letter-activity, which the document should be attached to, set the cursor in the <em>LetterToAttach</em>-field in the <em>AttachToLetter</em>-section</span> <span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and select <em>CreateDocument (MSCRM-Addons.com AutoMergeWorkflow)</em> from the first drop-down menu in the <em>Look For</em>-section and <em>LetterToAttach </em>from the second within the form assistant on the right side. </span><span style="font-size: 24px; color: #4f81bd;">❷</span><span style="color: #000000;">. Once finished, click on the <strong><em>[Add]</em></strong> -button </span><span style="font-size: 24px; color: #4f81bd;">❸</span><span style="color: #000000;"> and then on the <strong><em>[OK]</em></strong>-button </span><span style="color: #4f81bd;"><span style="font-size: 24px;">❹</span><span style="font-size: 13px; color: #000000;">.</span></span> </p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Determine the letter-activity - step 1 " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_18.png"> <img alt=" Determine the letter-activity - step 1" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_18.png" style="width: 500px; height: 222px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 18: Determine the letter-activity &ndash; step 1</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">To determine the document which should be attached, set the cursor in the <em>DocumentGUID_Letter</em>-field</span> <span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and select the correct document from the drop-down box in the <em>Look For</em>-section within the form assistant on the right side.</span> <span style="font-size: 24px; color: #4f81bd;">❷</span>&nbsp;<span style="color: #000000;">Then click on the <strong><em>[Add]</em></strong>-button</span> <span style="font-size: 24px; color: #4f81bd;">❸</span><span style="color: #000000;"> and on the <strong><em>[OK]</em></strong>-button</span> <span style="color: #4f81bd;"><span style="font-size: 24px;">❹</span><span style="font-size: 13px; color: #000000;">.</span></span> </p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Determine the document-activity - step 2 " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_19.png"> <img alt=" Determine the document-activity - step 2" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_19.png" style="width: 500px; height: 249px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 19: Determine the document-activity &ndash; step 2</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;">You have now completed the configuration of this step. Do not forget to save the settings! </span></p> <p> <span style="color: #000000;"> However, if you want to stop your workflow at this point, simply click on the <strong><em>[Save and Close]</em></strong>-button within the general workflow-configuration-window and finish here. <br /> </span> </p> <p> <span style="color: #000000;"> <br /> <strong>Step 5: Insert another Wait Condition<br /> </strong></span><span style="color: #000000;">If you want to add further steps to your workflow, you have to define another Wait-Condition to be fulfilled before you add further workflow-steps. For more information in Wait Conditions, have a look at </span><strong style="color: #000000;">Step 2</strong><span style="color: #000000;">.</span><span style="color: #000000;"><strong><br /> </strong></span></p> <p><span style="color: #000000;"><br /> <strong>Step 6: Delete document<br /> </strong></span><span style="color: #000000;">However, as soon as the condition is set, you can add another step. In our example, we want the document to be deleted after it has been attached to the letter-activity.</span><span style="color: #000000;"><strong><br /> </strong></span></p> <p><span style="color: #000000;">To create this step, click on <em>Select this row and click Add Step</em> and open the <strong><em>[Add Step]</em></strong>-drop-down menu. Select <em>Create Record</em> and type in a description. Select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em> from the drop-down box within the step and click on <em>Set Properties</em>.</span> </p> <p> <span style="color: #000000;">A dialog pops up in which you can set that the document will be deleted. To do so, name the process and the action (we decided to call the process &lsquo;DeleteTempDocument&rsquo;). Afterwards, click in the <em>DocumentGUID_Delete</em>-field within the <em>Delete Temp Document</em>-section</span> <span style="font-size: 24px; color: #4f81bd;">❶</span> <span style="color: #000000;">and select the document to be deleted from the drop-down box in the <em>Look For</em>-section within the form assistant</span> <span style="color: #4f81bd;"><span style="font-size: 24px;">❷</span><span style="font-size: 13px; color: #000000;">.</span> </span><span style="color: #000000;">Click on the <strong><em>[Add]</em></strong>-button and then on the <strong><em>[OK]</em></strong>-button. Do not forget to save your settings!</span> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Define the Delete document steps " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_20.png"> <img alt=" Define the Delete document steps" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_20.png" style="width: 500px; height: 287px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 20: Define the Delete document steps</span></em></div> </div> <p>&nbsp;</p> <p><span style="color: #000000;"> Theoretically, you could add as many steps as you wanted to add to a certain workflow. But as our last step consists of deleting the document, we decided that it is the last one for our workflow. <br /> <br /> <br /> <strong>STEP 7: Get your result<br /> </strong></span><span style="color: #000000;">If you have followed all the steps, your result should look similar to the below screenshot.&nbsp;&nbsp;</span><span style="color: #000000;"><strong><br /> </strong></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" The result " href="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_21.png"> <img alt=" The result" class="img-responsive" src="/Portals/0/Blog/How_do_I_create_workflow_with_DCPSB_Online/Screenshot_21.png" style="width: 509px; height: 243px;" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #000000;">Figure 21: The result</span></em></div> </div> <p>&nbsp;</p> <strong> <strong><em> <strong><em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> </em></strong></em></strong></strong> <p><span style="font-size: 13px;"><span style="color: #000000;"><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to</span> <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</span></p>9980How to start a service in DocumentsCorePack ServerBased (on premise)?https://www.mscrm-addons.com/Blog/PostId/9934/how-to-start-a-service-in-documentscorepack-serverbasedDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Wed, 21 Sep 2016 13:44:00 GMT<p style="text-align: justify;">In order to run a <em>workflow- or dialog-process,</em> it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).</p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Step-by-step instructions on how to start a service in DocumetsCorePack <g class="gr_ gr_68 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="68" data-gr-id="68">ServerBased</g><br /> <br /> </strong></span>1) Open the <em>Service Management for DocumentsCorePack</em> in the <em>Windows Start</em> menu with a double-click on <em>Service Management &ndash; DocumentsCorePack for MS CRM</em>.<br /> <a title="Look for ServiceManagement in the Start-menu" href="http://mscrm-addons.com/images/blog/files/Figure_1_Search_DocumentsCorePack_Service.png" style="background-color: #ffffff;"><img width="244" height="151" title="Figure_1_Search_DocumentsCorePack_Service" class="img-responsive" style="background-image: none; display: inline;" alt="Look for ServiceManagement in the Start-menu" src="http://mscrm-addons.com/images/blog/files/Figure_1_Search_DocumentsCorePack_Service_thumb.png" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 1: Look for ServiceManagement in the Start-menu</em><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;<br /> <br /> </span></p> <p style="text-align: justify;">2) Once opened, create a new service. To do so, click on <em>New service setup. </em>In the <em>General</em>-tab on the right side, insert a ServiceName and click on the <strong><em>[Verify]</em></strong>-button.&nbsp;&nbsp; <br /> <span style="color: #ff0000;">Please note: Once set, the ServiceName cannot be changed <g class="gr_ gr_69 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="69" data-gr-id="69">anymore</g>!</span>&nbsp;Click on the <em><strong>[Save service configuration]</strong></em>-button in order to proceed.&nbsp;<br /> <a title="Insert a service name in the General-tab" href="http://mscrm-addons.com/images/blog/files/Figure_2_Add_new_service.png" style="background-color: #ffffff;"><img width="244" height="195" title="Figure_2_Add_new_service" class="img-responsive" style="background-image: none; display: inline;" alt="Insert a service name in the General-tab" src="http://mscrm-addons.com/images/blog/files/Figure_2_Add_new_service_thumb.png" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 2: Insert a service name in the General-tab<br /> <br /> </em></p> <p style="text-align: justify;">As soon as you have generated a <em>ServiceName</em> (see for example Figure 3: <em><g class="gr_ gr_73 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="73" data-gr-id="73">crmtest</g></em>), a few more tabs to modify your newly created service appear. Depending on which service you would like to start, you can modify your service. Please find an example of how to modify a printing service <a href="https://www.mscrm-addons.com/Blog/PostId/9854/documentscorepack-serverbased-service-based-printing">here</a>. <br /> <a title="Example for service setup" href="http://mscrm-addons.com/images/blog/files/Figure_3_name_service.png" style="background-color: #ffffff;"><img width="244" height="229" title=" Example of service setup" class="img-responsive" style="background-image: none; display: inline;" alt="Example of service setup" src="http://mscrm-addons.com/images/blog/files/Figure_3_name_service_thumb.png" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 3: Example of service setup<br /> <br /> </em></p> <p style="text-align: justify;">3) Now switch to the <em>CRM Connection Setup</em>-tab, select your CRM type, type in the CRM Server-URL and click on the <em><strong>[Retrieve all Organizations]</strong></em>-tab. Select the appropriate organization and click on the <em><strong>[OK]</strong></em>-button.<br /> <a title="CRM Connection Setup dialog filled (example)" href="http://mscrm-addons.com/images/blog/files/Figure_4_Connection_Dialog.png" style="background-color: #ffffff;"><img width="244" height="230" title="CRM Connection Setup dialog filled (example)" class="img-responsive" style="background-image: none; display: inline;" alt="CRM Connection Setup dialog filled (example)" src="http://mscrm-addons.com/images/blog/files/Figure_4_Connection_Dialog_thumb.png" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 4: CRM Connection Setup dialog filled (example)&nbsp;<br /> <br /> </em></p> 4)<em> </em>The following window appears. Click on the <strong><em>[OK]</em></strong>-button to confirm your setup.<br /> <p><a title="Confirm your setup" href="http://mscrm-addons.com/images/blog/files/image_942.png" style="background-color: #ffffff;"><img width="244" height="88" title=" Confirm your setup" class="img-responsive" style="border-style: solid;" alt=" Confirm your setup" src="http://mscrm-addons.com/images/blog/files/image_thumb_915.png" /></a><em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 5: Confirm your setup<br /> <br /> </em></p> <p style="text-align: justify;">Should the following box appear, simply click on the <em><strong>[OK]</strong></em><g class="gr_ gr_62 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation multiReplace" id="62" data-gr-id="62">-button.</g><br /> <a title="Possible issue with CRM connection" href="http://mscrm-addons.com/images/blog/files/image_943.png" style="background-color: #ffffff;"><img width="244" height="106" title="Possible issue with CRM connection" class="img-responsive" style="border-style: solid;" alt="Possible issue with CRM connection" src="http://mscrm-addons.com/images/blog/files/image_thumb_916.png" /></a><em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 6: Possible issue with CRM connection<br /> <br /> </em></p> <p style="text-align: justify;">5) Finally, click on the <em><strong>[Start Service]</strong></em>-button. The service can now be found in the <em>Active Services section</em> of the DocumentsCorePack Service overview. <br /> <a title="Start the service" href="http://mscrm-addons.com/images/blog/files/Figure_5_Start_Service.png" style="background-color: #ffffff;"><img width="244" height="177" title="Start the service" class="img-responsive" style="background-image: none; display: inline;" alt="Start the service" src="http://mscrm-addons.com/images/blog/files/Figure_5_Start_Service_thumb.png" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 7: Start the service<br /> <br /> </em></p> <p style="text-align: justify;"><em>Should you be using <strong><span style="color: #ff0000;">Microsoft Dynamics 365 ONLINE</span></strong> and an on-premise installation of the addon (on-prem service), please add the following <g class="gr_ gr_65 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="65" data-gr-id="65">settingskey</g> to the DocumentsCorePack and Automerge&nbsp;settings in CRM:</em></p> <p style="text-align: justify;"><em><span style="color: #7f7f7f;">Name*: AzureServiceName<br /> </span></em><span style="color: #7f7f7f;"><em>Is cached*: No<br /> Value: none</em></span></p> <p style="text-align: justify;"><em><span style="color: #7f7f7f;">Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.</span></em><em><span style="color: #444444;"></span></em></p> <p style="text-align: justify;"><em><span style="color: #444444;"></span>If you haven't created a <g class="gr_ gr_67 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="67" data-gr-id="67">settingskey</g> yet, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this blog article</a>. </em></p> <p style="text-align: justify;"><em><span style="color: #ff0000;"><strong>ATTENTION: DocumentsCorePack cannot be started via the service management penal.&nbsp;<br /> <br /> <br /> </strong></span> </em></p> <p style="text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9934Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.comhttps://www.mscrm-addons.com/Blog/PostId/9899/comparison-microsoft-dynamics-crm-2016-to-documentscorepack-by-mscrm-addonscomDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 24 Feb 2016 13:25:00 GMT<p>With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation. <br /> The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.</p> <p><strong><span style="text-decoration: underline;">Document Generation &amp; Workflow Integration:</span></strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1013.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1013.png"></a><a title="Comparison MS Dynamics CRM I" href="http://mscrm-addons.com/images/blog/files/image_1013.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_987.png" alt="image" width="218" height="244" /></a></div> <br /> <em>Figure 1: Comparison MS Dynamics CRM I</em></p> <p><strong><span style="text-decoration: underline;">Template Design:</span></strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1014.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_988.png" alt="image" width="244" height="195" /><br /> </a><em style="color: #000000;">Figure 2: Comparison MS Dynamics CRM I</em><em>I</em></p> <p>Request a live demo of <em>DocumentsCorePack </em><a href="http://www.mscrm-addons.com/Aboutus/PartnerProgram/Requestlivedemo.aspx" target="_blank">here</a> or get a <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx" target="_blank">free 14-day trial version</a> today!&nbsp;<br /> <br /> Find the whole document here:<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fComparison_DocumentsCorePack_vs_CRM2016_DocumentGeneration.pdf">Comparison_DocumentsCorePack_vs_CRM2016_DocumentGeneration.pdf (334.84 kb)</a>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9899How to create scheduled reportshttps://www.mscrm-addons.com/Blog/PostId/9898/scheduled-reportsDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 17 Feb 2016 16:25:00 GMT<p>With the option to schedule document operations inside Microsoft Dynamics CRM &ndash; DocumentsCorePack opens up its capabilities for <em>scheduled reports</em>. <br /> <br /> Whether you want to&nbsp;</p> <p>- get a simple overview of all opportunities closed last month, <br /> - you wish to send a reminder to a group of selected customers automatically or <br /> - you would simply like to find a printed copy of all invoices every morning in your printer &ndash; <br /> <br /> with <em>scheduled reports</em>&nbsp;this is not only possible, it is also easy.</p> <p>This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.</p> <p><strong><span style="text-decoration: underline;">What components are needed &amp; how does it work?</span></strong></p> <p><strong>1) DocumentsCorePack workflow integration</strong>&nbsp;<br /> (allows to automate document generation and processing inside MS CRM workflows) <br /> <br /> <strong>2)</strong> <strong>Mscrm-addons.com Scheduler</strong>&nbsp;<br /> (this entity allows to configure schedules for workflows that are to be executed)</p> <p>The <em>Scheduler </em>allows you to define queries for CRM records where a certain workflow is executed by following a defined schedule.</p> <p>&nbsp;</p> <p><span style="text-decoration: underline;"><strong>EXAMPLE: Step-by-Step instruction on how to define a scheduled report</strong></span></p> <p>How to configure scheduled reports?</p> <p><strong>Step 1: Create a Workflow that performs the operation you wish to schedule.</strong> <br /> In case you have not created a workflow in Microsoft Dynamics CRM yet, get some advice how to do this</p> <ul> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9749/Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online" target="_blank">CRM Online here</a></li> <li>in <a href="http://www.mscrm-addons.com/Support/Documentations/tabid/116/Default.aspx" target="_blank">CRM on premise in our documentation</a></li> </ul> <p>In our example, we decided to create a workflow that would remind all customers with outstanding bills automatically via eMail.</p> <p>Therefore, we have opened a new process. To do so, we navigated to Settings &gt; Processes and clicked on the <em><strong>[New]</strong></em>-button:</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create new process" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic1.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic1.JPG" width="500" height="100" /></a></div> <br /> <em>Figure 1: Create new process</em></p> <p>The following window opens.&nbsp;<br /> Select a unique name for your process and enter it in the&nbsp;<em>Process name</em>-field. To create an Invoice workflow, enter the corresponding category and entity.&nbsp;<br /> As we decided to create an Invoice Reminder, we named it correspondingly. Click on the <em><strong>[OK]</strong></em>-button in order to proceed.&nbsp;<br /> &nbsp; <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add new steps to workflow" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic2.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic2.JPG" width="500" height="375" /></a></div> <br /> <em>Figure 2: Create new process</em></p> <p>The following window appears:</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add Steps to your workflow" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic4a_vers2.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic4a_vers2.JPG" /></a></div> <br /> <em>Figure 3: Add new steps to workflow</em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Set Step properties" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic5_neu.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic5_neu.JPG" width="500" height="141" /></a></div> </p> <p><span style="text-decoration: underline;">1) Create Document</span></p> <p>Click on <em>AddStep &gt; AutoMergeWF &gt; CreateDocument</em> in order to create a new document.<br /> A new step appears in your general window. Click on the <em><strong>[Set Properties]</strong></em>-button and the following window appears.<br /> <br /> Select your preferred template for your future invoice here. Click on the <em><strong>[Save and Close]</strong></em>-button in order to proceed. &nbsp;&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create record" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic5_neu1.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic5_neu1.JPG" width="500" height="383" /></a></div> <em>Figure 4: Add Steps to your workflow</em><br /> <em>Figure 5: Set Step properties</em></p> <p><span style="text-decoration: underline;">2) Create Record</span></p> <p>Click on <em>AddStep &gt; CreateRecord</em> in order to create a new record.</p> <p>You will be asked which record you would like to create. (here: <em>eMail</em>)</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create email content" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic6.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic6.JPG" width="500" height="254" /></a></div> &nbsp;<br /> <em>Figure 6: Create record</em></p> <p>Again, click on the <em><strong>[Set Properties]</strong></em>-button. In the next window, you can modify your email content and create your email. Do not&nbsp;<br /> forget to hit the <em><strong>[Save and Close]</strong></em>-button as soon as you have finished. &nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Attach to email using the form editor" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic7.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic7.JPG" width="500" height="347" /></a></div> <br /> <em>Figure 7: Create email content</em></p> <p><span style="text-decoration: underline;">3) Attach to Email:</span></p> <p>Back at the general window, again click on <em>AddStep &gt; AutoMergeWF &gt; AttachToEmail</em>. <br /> A new step will be added. Please click on the <em><strong>[Set Properties]</strong></em>-button again. The&nbsp;<br /> following window appears.&nbsp;</p> <p>The <em>Form Assistant</em> at the right side enables you to set the dynamic values of the created record. &nbsp;<br /> (here:&nbsp;<em>Create Email</em>, the record that we have created in the last step)<br /> <br /> <span style="color: #ff0000;">Please note: It is necessary to click first in the field at the left side (marked by an arrow and highlighted) and to set your properties afterwards, because the system needs&nbsp;</span><span style="color: #ff0000;">to know which field to fill. <br /> Furthermore, it is crucial to press the <em><strong>[Save and Close]</strong></em>-button (upper left corner) as soon as you have finished. &nbsp;&nbsp;</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Set custom step input properties" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic8a.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic8a.JPG" width="500" height="382" /></a></div> <br /> <em>Figure 8: Attach to email using the form editor</em></p> <p>Click into the next field and look for the document you want to attach. (here: the document we&nbsp;<br /> have created in Step 1) &nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Define which email you want to send" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic9.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic9.JPG" width="500" height="384" /></a></div> <br /> <em>Figure 9: Set custom step input properties</em></p> <p><span style="text-decoration: underline;">4) SendEmail</span></p> <p>In the next step, we define which Email we want to send. Do not forget to save and close the window!<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Finished workflow" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic10.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic10.JPG" width="500" height="381" /></a></div> &nbsp;<br /> <em>Figure 10: Define which email you want to send</em>&nbsp;</p> <p>In our example, the finished workflow looks as follows:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Finished workflow in detail" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic11%20(2).JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic11%20(2).JPG" width="500" height="241" /></a></div> <br /> <em>Figure 11: Finished workflow</em></p> <p>Get a more detailed view at the added steps (with an explanation):</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Insert preferences for XML fetch" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic11_detail.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic11_detail.JPG" /></a></div> <br /> <em>Figure 12: Finished workflow in detail</em></p> <p><strong><br /> Step 2: Create a new MSCRM-ADDONS.COM SCHEDULER record. <br /> </strong>The entity comes with the installation of DocumentsCorePack. <br /> You can add the entity to the CRM-menu or use the <em>Advanced Find</em> to create a new scheduler configuration.</p> <p><strong>How to configure the scheduler properly:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_999.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_999.png"></a><a title="Create new process" href="http://mscrm-addons.com/images/blog/files/image_999.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_972.png" alt="image" width="496" height="309" /></a></div> <br /> <em>F</em><em>igure 12: How to configure the scheduler properly</em></p> <p><strong>Step 3: <span style="text-decoration: underline;">Create a fetch</span></strong></p> <p>To create a fetch, please open the <em>Advanced Find.</em></p> <p>Simply insert your preferences there and click on the <em><strong>[Download Fetch XML]</strong></em>-button. (here: a 7 days due date.)&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Downloaded FetchXML - example" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic14.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic14.JPG" width="500" height="190" /></a></div> <br /> <em>Figure 13: Insert preferences for XML fetch</em></p> <p>The following window appears:</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fpic12_fetch.JPG" width="500" height="330" /><br /> <em>Figure 14: Downloaded FetchXML - example</em></p> <p>Once created, simply copy the text of the fetch into the corresponding field of the scheduler. Save and proceed.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9898How to synchronize TelephoneIntegration history with actual phonecallshttps://www.mscrm-addons.com/Blog/PostId/9859/how-to-synchronize-telephoneintegration-history-with-actual-phonecalls!TelephoneIntegration (TI),TI 2013,TI 2015 / 2016Fri, 25 Sep 2015 11:00:00 GMT<p><strong>INTRODUCTION </strong></p> <p>This article explains the steps required<em> to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM. </em></p> <p><strong>Addon: </strong><a href="http://www.mscrm-addons.com/Products/MSCRM2013/TelephoneIntegration/tabid/173/language/en-US/Default.aspx">TelephoneIntegration for MS CRM 2013, 2015</a></p> <p><strong>Prerequisite:</strong></p> <p>This will only work for phonecalls, that are created with the <em>always store-</em>option enabled in the CTI clients options.</p> <p>&nbsp;</p> <p><strong>1)</strong> Start with creating a new workflow <em>(CRM &gt; Settings &gt; Processes)</em> and attach it to the entity <em>MSCRM-Addons.com CTI Call History</em>.<br /> &nbsp; &nbsp; In case you have not created a workflow in Microsoft Dynamics CRM yet, get some advice how to do this</p> <ul> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9749/Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online" target="_blank">CRM Online here</a></li> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Support/Documentations/tabid/116/Default.aspx" target="_blank">CRM on premise in our documentation</a></li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a><a title="Create workflow" href="http://mscrm-addons.com/images/blog/files/a1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a1" src="http://mscrm-addons.com/images/blog/files/a1_thumb.png" alt="a1" width="244" height="82" /></a></div> <br /> <em>Figure 1: Create workflow</em></p> <p><strong>2)</strong> On the next page make sure the <em>start when</em>-option is set to <em>Record is Created</em>.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/a2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a2.png"></a><a title="Set start when-option" href="http://mscrm-addons.com/images/blog/files/a2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a2" src="http://mscrm-addons.com/images/blog/files/a2_thumb.png" alt="a2" width="244" height="100" /></a></div> <br /> <em>Figure 2: Set start when-option</em></p> <p><strong>3) </strong>Add a <em>Check Condition</em>-step&nbsp;that will check if the history record has the phone call activity GUID info. Edit it like shown in Figure 3.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a><a title="Edit Check Condition-step" href="http://mscrm-addons.com/images/blog/files/pic2.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic2" src="http://mscrm-addons.com/images/blog/files/pic2_thumb.png" alt="pic2" width="244" height="144" /></a></div> <br /> <em>Figure 3: Edit Check Condition-step</em></p> <p><strong>4)</strong> Add a <em>Wait Condition</em> that will start 5 mintes after the record is created. The record is created at the end of the call. Users can adujst the time (5 minutes) to their needs. It should be edited as shown in Figure 4.<br /> <a href="http://mscrm-addons.com/images/blog/files/a3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a3.png"></a><a title="Edit Wait Condition-step" href="http://mscrm-addons.com/images/blog/files/a3.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a3" src="http://mscrm-addons.com/images/blog/files/a3_thumb.png" alt="a3" width="244" height="79" /></a></div> <br /> <em>Figure 4: Edit Wait Condition-step</em></p> <p><strong>5)</strong> Add an&nbsp;<em>Update Record</em>-step as substep to your <em>Wait Condition</em>. It will update the lastsync field. Edit it as shown in Figure 5.<br /> <a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a><a title="Edit Update Record-step" href="http://mscrm-addons.com/images/blog/files/pic4.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic4" src="http://mscrm-addons.com/images/blog/files/pic4_thumb.png" alt="pic4" width="244" height="112" /></a></div> <br /> <em>Figure 5: Edit Update Record-step</em></p> <p>The generated workflow steps should now look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a><a title="Generated workflow steps" href="http://mscrm-addons.com/images/blog/files/a5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a5" src="http://mscrm-addons.com/images/blog/files/a5_thumb.png" alt="a5" width="244" height="78" /></a></div> <br /> <em>Figure 6: Generated workflow steps</em></p> <p>Save the workflow and activate it.</p> <p><strong>6)</strong> Start your <em>CRM Plugin Registration Tool</em>, connect to your CRM organization(s) and under Registered Plugins check for&nbsp;<em>PTM.Plugins.</em> Expand it. <br /> Right click on&nbsp;<em>PTM.Plugins.SyncNumberPlugin. </em>Then select&nbsp;<em>Register New Step</em> as outlined in Figure 7. &nbsp; &nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a><a title="Register new step" href="http://mscrm-addons.com/images/blog/files/pic5.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic5" src="http://mscrm-addons.com/images/blog/files/pic5_thumb.png" alt="pic5" width="244" height="108" /></a></div> <br /> <em>Figure 7: Register new step</em></p> <p><strong>7)</strong> When the <em>CTI </em>marks the call as <em>finished</em>, the information is stored in the <em>history table</em>. <br /> The first step checks if the <em>linkedactivityid </em>contains a phone call guid. If yes, it waits for 5 minutes. Within the 5 minutes, the user has to finish the modification of the open phone call by saving it (but not completing it). 5 minutes after the call has been finished, the <em>lastsyncdate </em>will be updated.<br /> This behaviour triggers the <em>SyncNumberPlugin</em>. If the phone call was not read only, then the <em>duration </em>field will be updated.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9859How to trigger the mscrm-addons.com scheduler manuallyhttps://www.mscrm-addons.com/Blog/PostId/9853/how-to-trigger-mscrm-addonscom-scheduler-manuallyDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 05 Aug 2015 14:29:00 GMT<p>This blog article explains how to trigger mscrm-addons.com scheduler manually to update your license state.</p> <p><strong>1)</strong> First open CRM and open the <em>Advanced Find</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_933.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_933.png"></a><a title="Advanced Find in MS CRM" href="http://mscrm-addons.com/images/blog/files/image_933.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_906.png" alt="image" width="244" height="32" /></a></div> <br /> <em>Figure 1: Advanced Find in MS CRM</em></p> <p><strong>2)</strong> Within the <em>Advanced Find</em>,&nbsp;open the dropdown-menu next to the <em>Look for:-</em>field and search for<strong> </strong><em>MSCRM-ADDONS.com Scheduler</em><strong>.&nbsp;</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_934.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_934.png"></a><a title="MSCRM-ADDONS.com Scheduler" href="http://mscrm-addons.com/images/blog/files/image_934.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_907.png" alt="image" width="244" height="101" /></a></div> &nbsp;&nbsp;&nbsp; <br /> <em>Figure 2: MSCRM-ADDONS.com Scheduler</em></p> <p><strong>3)</strong> Next cklick on the <em><strong>[Results]</strong></em>-button in order to get the results.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_935.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_935.png"></a><a title="Get the results" href="http://mscrm-addons.com/images/blog/files/image_935.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_908.png" alt="image" width="244" height="77" /></a></div> <br /> <em>Figure 3: Get the results</em></p> <p><strong>4)</strong>&nbsp;A possible result record could look like the one in Figure 4 but always follows the same pattern: <em>mscrm-addons.com-productname + Scheduler</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_936.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_936.png"></a><a title="Possible result record" href="http://mscrm-addons.com/images/blog/files/image_936.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_909.png" alt="image" width="244" height="72" /></a></div> &nbsp;<br /> <em>Figure 4: Possible result record</em>&nbsp;</p> <p><strong>5)</strong> Next, open the product with a double-click on it. <br /> In the so opened window, set the <em>Status Reason</em> on <em>Active</em>. Now all you have to do is to save your settings.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_937.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_937.png"></a><a title="Set Scheduler on active and save your settings" href="http://mscrm-addons.com/images/blog/files/image_937.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_910.png" alt="image" width="244" height="169" /></a></div> &nbsp;<br /> <em>Figure 5: Set Scheduler on active and save your settings</em> &nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9853How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?https://www.mscrm-addons.com/Blog/PostId/9831/documentscorepack-serverbased-how-to-create-sharepoint-locations-automaticallyDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Wed, 18 Mar 2015 13:00:00 GMT<p>This blog article outlines&nbsp;how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with&nbsp;<strong><a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased</a>,&nbsp;</strong>using a simple workflow.</p> <p><strong>Add-On: </strong>DocumentsCorePack ServerBased (OnPremise)<br /> <br /> For the MS Dyn CRM Online version of this article, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9839/How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?">here</a>. &nbsp;&nbsp;</p> <p><strong>Example:</strong></p> <p><strong><em>Standard SharePoint location in CRM:</em></strong></p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_829.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_829.png"></a><a title="Standard CRM SharePoint window" href="http://mscrm-addons.com/images/blog/files/image_829.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_802.png" alt="image" width="412" height="284" /></a></div> <br /> <em>Figure 1: Standard CRM SharePoint window</em></p> <p><strong><em>Created SharePoint location:</em></strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_827.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_827.png"></a><a title="Created SharePoint location" href="http://mscrm-addons.com/images/blog/files/image_827.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_800.png" alt="image" width="418" height="304" /></a></div> <br /> <em>Figure 2: Created SharePoint location</em></p> <p>Generally, when creating a new account in MS CRM, all appropriate documents (e.g. quotes, invoices etc.) are saved in the entity&nbsp;<em>Documents</em>&nbsp;in MS CRM.<br /> As you can see in Figure 3, the CRM Save location&nbsp;<em>Documents&nbsp;</em>can be accessed via the drop-down-button next to the current company in the main navigation area at the top.&nbsp;<br /> It could as well be accessed using our addon&nbsp;<a href="http://www.mscrm-addons.com/Products/MSCRM2013/SmartBar/tabid/358/language/en-US/Default.aspx">SmartBar</a>,&nbsp;which enables a simple navigation between all related CRM records and entities. <br /> <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_830.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_830.png"></a><a title="Save location of documents in MS Dynamics CRM" href="http://mscrm-addons.com/images/blog/files/image_830.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_803.png" alt="image" width="415" height="273" /></a></div> &nbsp;<br /> <em>Figure 3: Save location of documents in MS Dynamics CRM</em>&nbsp;</p> <p>Anyway, to create a new&nbsp;<em>Account&nbsp;</em>in CRM, navigate to Accounts, then click on the&nbsp;<em><strong>[New]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image31.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image31.png"></a><a title="Create a new account in MS CRM." href="http://mscrm-addons.com/images/blog/files/image31.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image31_thumb.png" alt="image" width="418" height="79" /></a></div> <br /> <em>Figure 4: Create a new account in MS CRM.</em><a href="http://mscrm-addons.com/images/blog/files/image31.png"><br /> <br /> </a>When you click on&nbsp;<em>Documents</em>&nbsp;(see Figure 3), the following message box appears. The box indicates, that a&nbsp;<em>SharePoint&nbsp;</em>location will be created manually with a click on the&nbsp;<em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_831.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_831.png"></a><a title="Message from webpage" href="http://mscrm-addons.com/images/blog/files/image_831.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_804.png" alt="image" width="300" /></a></div> <br /> <em>Figure 5: Message from webpage</em></p> <p>The standard&nbsp;<em>SharePoint location-</em>window is empty and does not contain any folder(s) or subfolder(s).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_832.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_832.png"></a><a title="Entity Documents, once an account has been created." href="http://mscrm-addons.com/images/blog/files/image_832.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_805.png" alt="image" width="414" height="286" /></a></div> <em>&nbsp; <br /> </em><em>Figure 6: Entity Documents, once an account has been created.&nbsp;</em></p> <p>Once documents have been saved, its look changes.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_828.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_828.png"></a><a title="Entity Documents with saved content" href="http://mscrm-addons.com/images/blog/files/image_828.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_801.png" alt="image" width="414" height="199" /></a></div> <br /> <em>Figure 7: Entity Documents with saved content<br /> &nbsp;</em></p> <p><strong>How to create a workflow that automatically generates SharePoint locations, folder(s) and subfolder(s) when creating an account</strong></p> <p>It is possible to create different subfolders in folders that contain certain documents (e.g. Quotes, Invoices &hellip;)</p> <p>This can be managed with a simple workflow.&nbsp;<br /> <br /> In our example we define<strong>&nbsp;</strong></p> <p><strong>1) the SharePoint location,<br /> </strong><strong>2) the folder(s) and&nbsp;<br /> 3) the subfolder(s)&nbsp;<br /> that&nbsp;</strong><strong>will be automatically triggered when creating a new account.&nbsp;</strong></p> <p>First of all, open your CRM and navigate to&nbsp;<em>Settings</em>&nbsp;and&nbsp;<em>Processes</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_812.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_812.png"></a><a title="CRM &gt; Settings &gt; Processes" href="http://mscrm-addons.com/images/blog/files/image_812.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_785.png" alt="image" width="417" height="64" /></a></div> <br /> <em>Figure 8: CRM &gt; Settings &gt; Processes</em></p> <p>Now create a new process with a click on the&nbsp;<em><strong>[New]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_813.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_813.png"></a><a title="Create a new process" href="http://mscrm-addons.com/images/blog/files/image_813.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_786.png" alt="image" width="416" height="85" /></a></div> <br /> <em>Figure 9: Create a new process</em></p> <p>In the next window, define the following settings:</p> <p><strong>- Process Name:</strong>&nbsp;(here:&nbsp;<em>CreateFolder</em>)&nbsp;&nbsp;<br /> <strong>- Activate As:</strong>&nbsp;<em>Process&nbsp;</em><br /> <strong>- Entity:</strong>&nbsp;(here:&nbsp;<em>Account</em>) &nbsp; &nbsp;&nbsp;<br /> <strong>- Category:</strong>&nbsp;<em>Worfklow</em></p> <p>Once this is done, click on the&nbsp;<em><strong>[Add Step]</strong></em>-button, select <em>AutoMergeWF&nbsp;</em>and<em>&nbsp;CreateSharePointFolder</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_814.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_814.png"></a><a title="Add a new step (CreateSharePointFolder)" href="http://mscrm-addons.com/images/blog/files/image_814.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_787.png" alt="image" width="415" height="300" /></a></div> <br /> <em>Figure 10: Add a new step (CreateSharePointFolder)</em></p> <p>Now name the step (here:&nbsp;<em>CreateFolder</em>)&nbsp;and click on the <em><strong>[SetProperties]</strong></em>-button:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_815.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_815.png"></a><a title="Name the new step" href="http://mscrm-addons.com/images/blog/files/image_815.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_788.png" alt="image" width="419" height="304" /></a></div> <br /> <em>Figure 11: Name the new step&nbsp;</em></p> <p>In the following window, define the SharePoint location, folder(s) and subfolder(s).<br /> <strong>For example:&nbsp;</strong><em>TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_821.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_821.png"></a><a title="Example SharePoint subfolder added" href="http://mscrm-addons.com/images/blog/files/image_821.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_794.png" alt="image" width="423" height="186" /></a></div> <br /> <em>Figure 12: Example SharePoint subfolder added</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_817.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_817.png"></a><a title="Structure ofTEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1" href="http://mscrm-addons.com/images/blog/files/image_817.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_790.png" alt="image" width="215" height="242" /></a></div> <br /> <em>Figure 13: Structure of&nbsp;TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p>Figure 13 outlines, that a&nbsp;<em>slash</em>&nbsp;indicates that the subfolder remains in a mainfolder. Furthermore, it outlines that a&nbsp;<em>semicolon&nbsp;</em>indicates the creation of a new main folder.&nbsp;<br /> <span style="color: #ff0000;">Please note: the folder and/or subfolder name can contain blank space but you must not use a blank space between a folder and its subfoler(s)</span>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_817.png"></a></p> <p>Once you have set up your order structure, please click on the&nbsp;<em><strong>[Save and Close]</strong></em>-button (see Figure 12).&nbsp;</p> <p>Now click on the&nbsp;<em><strong>[Activate]</strong></em>-button in order to activate&nbsp;your workflow:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_818.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_818.png"></a><a title="Activate workflow" href="http://mscrm-addons.com/images/blog/files/image_818.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_791.png" alt="image" width="419" height="211" /></a></div> <br /> <em>Figure 14: Activate workflow</em></p> <p>Then click once again on the&nbsp;<em><strong>[Activate]</strong></em>-button in order to confirm the process:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_819.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_819.png"></a><a title="Confirm the process" href="http://mscrm-addons.com/images/blog/files/image_819.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_792.png" alt="image" width="420" height="198" /></a></div> <br /> <em>Figure 15: Confirm the process</em></p> <p>Now your workflow is activated.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_820.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_820.png"></a><a title="Activated workflow" href="http://mscrm-addons.com/images/blog/files/image_820.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_793.png" alt="image" width="422" height="58" /></a></div> <br /> <em>Figure 16: Activated workflow</em></p> <p><span style="color: #ff0000;">Please note:&nbsp;it can take some minutes until the workflow has been entirely finished!</span></p> <p>When you now create a new account and then navigate to the&nbsp;<em>SharePoint&nbsp;</em>document location, it should look similar to the example in&nbsp;Figure 17&lt;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_823.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_823.png"></a><a title="Example - SharePoint document location based on workflow" href="http://mscrm-addons.com/images/blog/files/image_823.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_796.png" alt="image" width="418" height="304" /></a></div> <br /> <em>Figure 17: Example - SharePoint document location based on workflow</em></p> <p>When opening the&nbsp;<em>TEST</em>-folder, the subfolders look as shown in&nbsp;Figure 18&nbsp;and&nbsp;Figure 19.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_824.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_824.png"></a><a title="Subfolder I" href="http://mscrm-addons.com/images/blog/files/image_824.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_797.png" alt="image" width="424" height="51" /></a></div> <br /> <em>Figure 18: Subfolder I</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_825.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_825.png"></a><a title="Subfolder II" href="http://mscrm-addons.com/images/blog/files/image_825.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_798.png" alt="image" width="425" height="44" /></a></div> <br /> <em>Figure 19: Subfolder II</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9831