In order to apply special settings to your DocumentsCorePack Template you have to access the Template Settings Dialog.
Hot to get to this essential dialog is described step by step in this article.
…
This guide applies to version 7.31 and higher of the DocumentsCorePack Client for CRM 2015. The latest version of
our software can be found here.

1. Create a new or open an existing Template
   Open Word and navigate to www.mscrm-addons.com (1). Open an existing 
   template with the "Open Template" (2) and open the template designer window
   with the "Insert MailMerge Fields" (3) button. Or create a new template from 
   scratch by hitting the "Insert MailMerge Fields" (3) button. (see Figure 1)
   
   Figure 1: DocumentsCorePack Addin (click image to enlarge)

2. Open the Advanced template settings
   Hit the "Advnaced Template Settings" button (4). (see Figure 1)
   Navigate to property you would like to modify by clicking on the item (5). (see Figure 2)
   
   Figure 2: Template Settings (click image to enlarge)

A complete list of all the available properties can be found here.  

This article provides step-by-step instructions regarding to the upgrade of our Addons to the latest version of Microsoft Dynamics CRM 2016.

But… before we start: Congratulations! Our Addons provide a wide range of features that are going to blow your mind! But before you will be able to enjoy the various benefits of or Addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:

The upgrade.

Besides, do you know Murphy’s 4th Law of Computing? You do, don’t you? No? Well, in that case: wait for it… *

But you are absolutely right, we are not here to make jokes (seriously!), but to make sure that your product works impeccably.

To be frank, there are three possible scenarios from which you could start your upgrade.

1) The ideal case

You are the delighted owner of one of the following Addon versions:

DocumentsCorePack (DCP) Client > 7.100
TelephoneIntegration Client > 7.100
DocumentsCorePack (DCP) Server > 7.100 
TelephoneIntegration Server > 2015.100
AttachmentExtractor, SmartBar Server, ActivityTools > 2015.200

In this case, an upgrade from MS CRM 2015 to 2016 is possible without extra work. Simply follow the update instructions as usual.

2) The semi-ideal case:

Your current version is none of the versions mentioned before, but you haven’t tried to upgrade your CRM to the 2016 version. No problem – simply upgrade to one of the versions mentioned above and then upgrade to MS CRM 2016.

3) The – well, we are going to work it out together – case:

Your Addon version is none of the versions mentioned before, but you have already upgraded your MS CRM to the 2016 version. In this case, simply upgrade to one of the versions mentioned in the first case.
Probably you will stumble over the following failure notice:

Yes. We know. You also wanted to be one of the “ideal case” – users. But imagine – in that case you would not be able to read that wonderful blog and I wouldn’t have a job. So let’s focus on the positive aspects.

What is more: We have the perfect solution for your issue. Simply click on “OK”, then press “Cancel” and click on “Yes”.

After a few seconds, a new logon-information-window appears:

Choose your preferred organization and click on OK. Follow the upgrade instructions as usual…

… and the upgrade will work out perfectly!

That’s it! 
We appreciate your feedback about the upgrade path and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

* Murphy’s 4th Law of Computing: When the going gets tough, upgrade.

Because the call for a “Field Search” in our DocumentsCorePack Client became louder and louder, we decided to implement one.

Please note: The "Field Search" is available in version 7.101 and later versions.

The “Field Search” can be run in the

- DCP Template Designer (in both tabs, the standard as well as the additional one)
- Template settings
- Relationship Manager
- Look-up-fields (or additional entites), no matter if there is a “Search Field” or not    

How to use the “Field Search”  

Open your DocumentsCorePack Template Designer (aka DocumentsCorePack Client) by clicking on “Insert Mail Merge Fields” on the left side of the command bar.

To search in the DocumentsCorePack Template Designer, insert a random term and click on the magnifying glass.

In our example, we use the term "Name". After clicking on the magnifying glass, all the fields that are tied to the term "Name" appear. Additionally, you can see all the related entities:

With a click on "Plus" you can open the related entities. No matter, on which entity you click, the only fields that will be shown are the ones that contain the search term (-> in our case, this is the term "Name"):

How to set your "Field-Search"-preferences

In case you want to set or change your “Field Search”-preferences, click on “Settings” at the bottom of the DocumentsCorePack Template Designer.

The "Settings"-window opens. Here you can set your “Field Search”-preferences by checking the corresponding fields (“Name”, “Display Name” and/or “Description”): 
 

As soon as you have chosen your settings, press “Close” and proceed with your search.

That’s it! 
We appreciate your feedback about our latest DocumentsCorePack feature and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

When trying to delete a Solution, it will show you an error message if there are any dependencies.

Copy the GUID from the error log which is retrieved from the error message:

From the Logfile:

openStdWin(“\x2ftools\x2fdependency\x2fdependencyviewdialog.aspx\x3fobjectid\x3d\x25…GUID…\x257d\…)

Now navigate to the following URL:

https://YOUR CRM URL/tools/dependency/dependencyviewdialog.aspx?objectid=GUID&objecttype=7100&operationtype=dependenciesforuninstall

Replacing the “YOUR CRM URL” with the URL to your own CRM system and replace the GUID with the GUID retrieved from the step above.

It will show you a list of dependencies, which you can manually remove from your system.

Sharepoint Documents Button Error – SmartBar 

 If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article. 

SmartBar is per standard using the Client-based SharePoint integration view, if you are instead using Server-based integration on your CRM System, your click may result in one of the following errors:

Internet Explorer (frame error)

Chrome (blank)

Solution

1. Please Navigate to Settings -> MSCRM-ADDONS.com Products -> and choose SmartBar, and create a new SettingsKey. Check this Blog Article if you don’t know how to create one.

2. Fill in the following values and click on save:

Name: UseServerBasedSP
IsCached: Yes
KeyValue: true

Form: (click image to enlarge)

After clicking on the SmartBar Documents Button you should see the correct view without any errors now.

To Work with AssureSign, DocumentsCorePack needs some AssureSign-Templates.

These have to be imported in AssureSign as described in the DocumentsCorePack-Client-Manual.

Here you can download them.

AssureSignTemplates.zip (102.84 kb)

This articles explains how you can add custom columns to the grid of ActivityTools for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.

Create XML

First of all you need to create an xml including your column information. The base structure looks like this:

<root>
  <columns header="[define if custom columns should have header (true / false)]">
    <col id="[Id of this custom Column]" width="[Width of this column in pixel (100px)]">
      <header>
        <h id="[lang code of header (1033)]">[Header for 1033 - English (Custom Col)]</h>
        <h id="[lang code of header (1031)]">[Header for 1031 - German (Zusatzspalte)]</h>
        .....
      </header>
      <activities>
        <a id="[activity type name]” field="[used CRM field]"/>
        <a id="[next activity type name]” field="[used CRM field]"/>
        ....
      </activities>
    </col>
   ....
  </columns>
</root>

The “header”-attribute of the “columns”-node is used to define if the custom columns should have headers or not (possible values: “true” or “false”).

For each custom column, one „col“-node has to be defined. Its “id”-attribute can be any text, but it is important that no CRM field is same named (e.g. “new_custCol1”). Its “width”-attribute controls the column width (value consists of quantity and “px”).

If the “header”-attribute was set to show column headers, labels must be defined in the “header”-node. For each CRM language a different label can be defined through adding multiple “h”-nodes. The “id”-attribute has to contain the CRM-language-code (“1033” for English) and the preferred text is the value of the node.

The “activities”-node controls for which activity types the column should be filled and which CRM field should be displayed. To accomplish this, for every activity type one “a”-node can be inserted. It consists of the “id”-attribute which contains the activity type name (email, fax, appointment, ...) and the “field”-attribute which contains the logical name of a CRM field of this entity.

Add setting to CRM

The next step is to create a new Settings key.
Please open CRM and navigate to “Settings” -> “MSCRM-ADDONS.com Products” -> and open “ActivityTools”. Create a new Settings key (this article explains this in detail).

Fill in the following values and hit save:

Name: GridCustomColumns
IsCached: Yes
KeyValue: [insert the before created XML]

After reloading ActivityTools, the new columns should be visible.

Sample XML

This example defines two additional columns. Column headers are enabled.
The English header of the first one is “Regarding”. The column will be filled for email, letter, appointment and phone call. The value will be taken from the “regardingobjectid“-field for all of them. The column width is 200px.
The header text of the second column is “Info”. Only for appointment and phone call records this column will be filled. For appointments the “category“-field will be used and for phone calls the “phonenumber”-field. Its width is 100px.

<root>
  <columns header="true">   
    <col id="custCol2" width="200px">
      <header>
        <h id="1033">Regarding</h>
        <h id="1031">Zusatzspalte2</h>
      </header>
      <activities>
        <a id="email" field="regardingobjectid"/>
        <a id="letter" field="regardingobjectid"/>
        <a id="appointment" field="regardingobjectid"/>
        <a id="phonecall" field="regardingobjectid"/>
      </activities>
    </col>
    <col id="test1" width="100px">
      <header>
        <h id="1033">Info</h>
        <h id="1031">Info</h>
      </header>
      <activities>
        <a id="appointment" field="category" />
        <a id="phonecall" field="phonenumber" />
      </activities>
    </col>
  </columns>
</root>

Result

This article is about the DocumentsCorePack FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically the FileExplorer of DocumentsCorePack is not support in CRM IFD environments. Nevertheless it is possible that it works. If you want to try configuring it, follow this article.

Limitations

• The embedded File Explorer only works in your Internet Explorer (does not work in any other browser and is not tested with MS Edge).
• FileExplorer won’t work when accessing CRM from outside of the local network.
• When launching FileExplorer with the IE-Dev-Tool opened, you will notice security warning regarding http and https mixed.
• No further development is planned!
• In combination with IFD, FileExplorer integration is not covered by the support contract. 

Trouble Shooting

• This error appears when opening the website.
  
  
  
  To resolve this, open the “web.config” of the installation directory of DCP Server part and remove both lines starting with “Infragistics2”. In addition change the “targetFramework” of “compilation” to “4.0” (if not already done).



• File is not saved to file share.
  Activate debugging of DCP Client based: link
  If generating documents via DCP server based (e.g. from a CRM Workflow), also activate server based debugging: link
  You can find the log-files in the subfolder “Log” of the installation directory of DCP Server part.

This article describes how you can define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

When embedding ActivityTools in a CRM form you have the possibility to insert custom parameters in “Custom Parameter (data)”:

The defined parameters take only effect for the current ActivityTools page.

The structure is:  [name of key]:[value of key];[name of next key]….. (e.g. “activitytypes:phonecall,email;lockactivitytype:true”).

The following keys can be used:

activitytypes

Define one or more activity type names separated by”,”. Only activities of those types will be shown when ActivityTools has loaded (e.g. “activitytypes:email,phonecall”).

Note: If the configured activity types does not result any activity records, users won’t be able to change the types within the Activitytools page!

lockactivitytype

Give it the value “true” if the activity type filter should not be changeable ("lockactivitytype:true").

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes how Microsoft Dynamics CRM Menu Navigation Links can be added manually for DocumentsCorePack and ActivityTools.

PLEASE NOTE 

• Adding the link will NOT install the product! Only insert links for products that have already been installed or that you are installing at the moment.
• When you choose to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.

How to add a navigation link

To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record “Contact”. 

Click on “FORM” and the following command bar will open: 

Press on “Navigation” and then on “INSERT”. 

Thereafter, the ribbon will change and will show the “Navigation Link”-button. 

As soon as you have pressed this button, the following dialog will pop up:

Use it to define the properties of the new menu-entry.

Name: Defines the display name of the entry

Icon: Defines the icon of the entry (not required)

Web Resource: Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.

• DocumentsCorePack FileExplorer: “ptm_WebApplicationPreloaderDCPFX”
• ActivityTools: “ptm_ActivityTools/MainPage.html”

Hit “OK” in order to procced.

Then click on “Save” and “Publish” the form.

After reloading the CRM record, the new menu-entry should be visible:

Please note: The following blogpost is seperated into two parts:

The first part shows how to merge a document and send it to DocuSign. The second part shows how you or your customers can sign a document right within DocuSign.

Part I: How to merge a document and send it to DocuSign:

Step 1:
Open an entity in CRM, for example “Account” and press “Create Document”.

Step 2:
Select the corresponding template:


 
Step 3:
In case you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on [Next]:

 

Step 4:
The document has been merged now. In case you want to check it before you send it to DocuSign, you can do this here with a click on [Preview]. Click on [Finish] to send the document to DocuSign.  

Part II: How to sign a document right within DocuSign

Whenever a document has to be signed, DocuSign sends you an email with a link. To sign a certain document, open the link and follow the steps below:

Step A: 
Open the link in the Email you have received from DocuSign in order to start the signing process: 



Step B:
Simply follow the instructions on the site to sign the corresponding document: 



Step C:
Click on finish and you have signed your first document. 

Now, that’s it! You are ready to sign documents electronically – congratulations!  

We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

How does AssureSign work?

AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level. 

How to install AssureSign for Microsoft Dynamics CRM

Step 1: Create an AssureSign account.
Step 2: Install AssureSign in CRM.
Step 3: Setup AssureSign in CRM

Please follow the link below for detailed information provided by AssureSign:

https://assuresign.tenderapp.com/kb/dynamics-crm-integration/installing-the-assuresign-solution-for-dynamics-crm-201120132015

Make sure, that DocumentsCorePack-Server Version 2015.111 is installed on your CRM and that DocumentsCorePack-Client Version 7.102 is installed on your Client.

In case you need to upgrade to or install one of the versions, please follow our Installation-Guides:

http://www.mscrm-addons.com/Support/Documentation.aspx#DCP

How to import AssureSign Templates

To work with AssureSign in DocumentsCorePack you will need some AssureSign-Templates.

Please note: These AssureSign-Templates are different to our DocumentsCorePack-Templates!

AssureSign-Templates define how AssureSign should work with DCP-Templates, like who is getting which emails at what time etc.

That is why DocumentsCorePack needs exactly one AssureSign-Template corresponding to the number of signers (which is identical to the number of signatures). So if there is/are 

one sigature the Add-on needs an AssureSign-Template called “mscrmAddons_1Signer”
two signatures DocumentsCorePack needs an AssureSign-Template called “mscrmAddons_2Signer” and so on…

Please find a the latest version of our .zip-file called “AssureSignTemplates.zip” here.   

Please note: It includes 3 files so you can use up to 3 signers in AssureSign.

To import Assure-Sign Templates, repeat the following steps for all three files
in the .zip-file:

Step 1:
Expand the .zip-file to a Temp-folder.

Step 2:
Login on the AssureSign homepage and go to the “Document Templates”. Select “new” and “Import Template form a Template Export File” and click “Next”.

Step 3:
Select the file “mscrmAddons_1Signer.documentTemplate” from the Temp-folder and click “Next”.     

Step 4:

Please note:

Do not change the template name as suggested, because DocumentsCorePack is searching for this template name only!

Now click "Next" in order to proceed. 

Step 5:

Please note:

Do not change the values in the next field, because DocumentsCorePack is searching for them in the template!

Instead, click “next” and accept point 2 – 5. In the last step press “Finish”.

Congratulation! You have just imported your first AssureSign-Template!  

Find out how to create DocumentsCorePack Templates for AssureSign here.

That’s it! 
We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

How does DocuSign work?

DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.

How to install DocuSign for Microsoft Dynamics CRM

Step 1: Create a DocuSign enterprise account.
Step 2: Install DocuSign_DynamicsCRM (at least Version 4.0.0.0)
Step 3: Setup DocuSign in CRM

Please follow the link below for detailed information provided by DocuSign:
https://www.docusign.com/solutions/microsoft/dynamics-crm-online

Please note: DocuSign for CRM only supports Microsoft Dynamics CRM ONLINE
(OnPremise may work - but it is not supported by DocuSign!)

How to set up/add users in DocuSign
Please note: Each Microsoft Dynamics CRM user who wants to use DocuSign must be also set as user in DocuSign.

Step 1:
Log-in to your DocuSign account, go to “Admin”, and select “Users”.

Step 2:
Press on [+Add user]. The status of your new User is “Pending”. After that, this particular user gets an eMail to activate his account and to enter a password.   

But if you now open the user in CRM there will be “no record found”:

 
This is why:

DocuSign will search for a maching DocuSign Account with the CRM-User (email). Only then DocuSign adds the record. To do so, the User should open a Contact or Account and then press on [Go To DocuSign]

Step 3:
In case everything went fine, DocuSign “recognizes” the new user, the DocuSign Welcome-Screen appears and your DocuSign Users record appears in Microsoft Dynamics CRM:

Congratulation! You have just added your first DocuSign user!   

Still curious? Find out how to send DocuSign-Documents on behalf of different users here!

That’s it! 
We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

Create a DocumentsCorePack – Template for AssureSign. Therefore, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:  

Step 1:
Open the “Insert MailMerge Fields” window and then click the Button “Insert Field”.

Step 2:
Select “Insert AssureSign Item” > “Text” or “Signature” (depending on what you want to work on): 

Let us pretend, you start with the field “Text”. The following field appears at the position of your cursor: 

Step 3:
Click on the field and then select the in order to open the AssureSign Properties Window. In this window, you can set the properties for the type “Text”.

Step 4:
Set your Assure Sign “Text” Properties correspondingly:

Usually, the predefined “Visual Settings”-values from DocumentsCorePack should bring a good result, but they can - of course – also be customized. When you are finished, click OK to proceed:

Step 5:
In case you decide to work on the signature, the following window appears after you have fullfilled Step 3:

Additionally to the settings that have already been explained in the screenshots in Step 4, you can change the signature’s color from black to blue or vice versa.

Step 6:
Enjoy your DocumentsCorePack Template for AssureSign for 1 signer!  

OR find out how to create Documents CorePack Templates for AssureSign for 2 signers!

We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

DocuSign provides a setting that is called “Send On Behalf Of Right”. This setting allows all users (and not only the “Master”-DocuSign user) to send Docu-Sign documents on behalf of themselves.

Please note: If more users than the “Master”-DocuSign user should be allowed to send documents, you have to set the “Send on Behalf Of”-Rights once.   
  
Step 1:

Make sure to login to Microsoft Dynamics CRM as the user who is defined as the “Master”-DocuSign-Account-user, open an account and click on [Go To DocuSign].

Switch to “preferences” and select “permissions in the “member options”-menu:

Step 2:

Make sure that “Send On Behalf Of Rights (API)” is checked:

As soon as this setting is checked, all users can send Docu-Sign-Documents on behalf of themselves. 

Congratulation! You have just discovered a new setting!   

Still curious? Find out how to create a DCP-Template for DocuSign here.

That’s it! 
We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

Imagine, you would like to create a DocumentsCorePack – Template for AssureSign for two signers. Let us pretend, you wanted to make sure that the person who has revised a certain document, has the possibility to sign it:

Simply add some text and another AssureSign-Field Type “Text” and open the corresponding AssureSign-Properties window. Click here to find out how it works.

Step 1:
Open the “Belongs to” drop down menu and select “Add new one.

Signer 2 is created by AssureSign automatically.

Press OK.

Step 2:
Open the AssureSign Properties window for the Signature field and select “Signer 2”:

Please make sure that the “Certified” checkbox is not checked.

Step 3:
Save the document. Congratulations! You can now use your brand new DocumentsCorePack template for two signers. 
 

We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

Please note: The following blogpost is seperated into two parts:

The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.

Part I: How to merge a document and send it to AssureSign:

Step 1:
Open an entity in CRM, for example “Account” and press “Create Document”.

Step 2:
Select the corresponding template (for 1 Signer ASSignature1, for 2 Signers
ASSignature2 etc.) and click “Next”:


Step 3:
In case you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on “Next”:

Step 4:
The document has been merged now. In case you want to check it before you send it to AssureSign, you can do this here with a click on “Preview”. Click on “Finish” to send the document to AssureSign.  

Part II: How to sign a document right within AssureSign.

Whenever a document has to be signed, AssureSign sends you an email with a link. To sign a certain document, open the link and follow the steps below:

Step A: 
Login to your AssureSign Account, continue and agree to the terms and conditions:



Step B:
Fill out every field at the right side.


Step C:
At the left side, sign with an input device. Click “continue” in order to finish the signing process.

Step D:
You will receive a conformation eMail.

In case there is more than one signer, the second signer gets an eMail with a link that asks him to sign the document as soon as the first signer has signed the document.

Basically, the same steps are to be done, apart from that the document has already been signed once:



Simply repeat Step B & C. Of course you will also receive a conformation email (as described in Step D). A possible result could look like this screenshot:   

Now, that’s it! You are ready to sign documents electronically – congratulations!

We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

To create a DocumentsCorePack – Template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below: 

Step 1:
Open the “Insert MailMerge Fields” window and then click on the button “Insert Field”.

Step 2:
Select “Insert DocuSign Item” > “Signature”:

Please note: Besides Signature, you could also choose “Initial, Date Signed, Full Name, Email, Company, Title and Checkbox”. In our example, we focus on “Signature”, but basically, all the other fields can be customized as well.

At the position of your cursor as field this will be inserted:

Step 3:
Click on the field and then select the in order to open the DocuSign Properties window. In this window, you can set the properties for your signature.

Step 4:
Set your DocuSign Properties correspondingly:

When you are finished, click OK to proceed.

Step 5:
Enjoy your first DocumentsCorePack Template for DocuSign for 1 signer!  

To find out how to create a DocuSign Document with multiple signees, please follow the link below:
https://www.youtube.com/watch?v=naCVR2fJ4OE

Find out how to merge a document and send it to DocuSign here.

We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with “scheduled reports” this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool and is a step-by-step instruction of how to use and benefit from the scheduler.

What components are needed & how does it work?

1) DocumentsCorePack workflow integration:
(allows to automate document generation and processing inside MS CRM workflows)

2)Mscrm-addons.com Scheduler:
(this entity allows to configure schedules for workflows that are to be executed)

The Scheduler allows you to define queries for CRM records where a certain workflow is executed by following a defined schedule.

EXAMPLE: Step-by-Step instruction on how to define a scheduled report

How to configure scheduled reports?

Step 1: Create a Workflow that performs the operation you wish to schedule. In case you have not created a workflow in Microsoft Dynamics CRM yet, get some advice how to do this here:

• Check out how to do this in CRM Online here
• Check out how to do this in CRM on premise in our documentation

In our example, we decided to create a workflow that would remind all customers with outstanding bills automatically via eMail.

Therefore, we opened a new process in Settings>Processes by clicking on [New]:

The following window opens. 
Choose a unique name for your process and enter it to "Process name". To create an Invoice workflow, enter the corresponding category and entity. As we decided to create an Invoice Reminder, so we named it correspondingly. Click on [OK]. 

 

The following window appears:

1) Create Document

Click on AddStep > AutoMergeWF > CreateDocument in order to create a new document.
A new step appears in your general window. Click on [Set Properties] and the following window appears.

Choose your preferred template for your future invoice here. Press Save and Close in order to proceed.   

2) Create Record

Click on AddStep > CreateRecord in order to create a new record.

You will be asked which record you would like to create. In our example, we chose "Email". 

Again, click on [Set Properties]. In the next window, you can modify your Email content and create your Email. Do not 
forget to press [Save and Close] when you have finished.  

3) Attach to Email:

Back at the general window, again click on AddStep > AutoMergeWF > AttachToEmail.
A new step will be added. Please click on [Set Properties] again and the 
following window appears. 

The Form Assistant at the right side enables you to set the dynamic values of the created record.  
In our example, we looked for [Create Email], the record that we have created in the last step.

Please note: It is necessary to click first in the field at the left side (marked by an arrow) and to set your properties afterwards, because the system needs to know which field to fill. Furthermore, it is crucial to press save and close (upper left corner) as soon as you have finished.   

Click in the next field and look for the document you want to attach. In our example, it is the document we 
have created in Step 1).  

4) SendEmail

In the next step, we define which Email we want to send. Do not forget to save and close the window!

 

In our example, the workflow looks as follows: 

Get a more detailed view at the added steps (with an explanation):

Step 2: Create a new MSCRM-ADDONS.COM SCHEDULER record.The entity comes with the installation of DocumentsCorePack. You can add the entity to the CRM-menu or use the Advanced Find to create a new scheduler configuration.

How to configure the Scheduler properly:

Step 3: Create a fetch

To create a fetch, please open the advanced find.

Simply insert your preferences there and click on . In our example, we decided to set a 7 days due date. 

The following window appears:

Once created, simply copy the text of the fetch into the corresponding field of the scheduler. Save and proceed.

That’s it!  
We appreciate your feedback about our latest feature and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.

Document Generation & Workflow Integration:

Template Design:

Request a live demo of DocumentsCorePack here or get a free 14-day trial version today! 

That’s it! 
We appreciate your feedback about our product and your MS Dynamics CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com