DocumentsCorePack

Document Name and Subject: The document name will enable you to specify a filename consisting of dynamic values for the generated document. 

General

A. Server-Side Properties 

• Preserve Form fields for PDFs:  Fillable PDF forms are PDF documents that include certain fields that can be edited without a PDF editor software.  

• Embed full Fonts in the PDF Files: Non-standard fonts must be embedded in the PDF to ensure they can be viewed and printed properly. Font embedding includes the actual font files inside a PDF file, which can result in larger files. 

B. Query Generation 

• Use Deep Fetch Analyzer: This feature is required for templates with many relationships and executes the fetch in an alternative way.  

• Use Query Expression: FetchXML will be converted to Query Expression. It represents the basic support for Virtual Tables/Entities. 

• Use Query Expression V2: Query Expression V2 ensures that values are formatted according to CRM user localization, not the computer’s localization, and resolves compatibility problems with DCP condition fields. In addition, CRM has a limitation where standard and virtual tables cannot be queried together in a single FetchXML or QueryExpression. Query Expression V2, combined with the Deep-Fetch Analyzer feature, provides a workaround by splitting the query, fetching data separately, and merging the results. 

C. Note Creation Setting:  You can create a note and add a description for the generated presentation to a specific record in your CRM system.  This feature is particularly useful for keeping track of important documents directly within the CRM.  

D. Master Template feature allows you to manage the design of the presentation header and footer in a separate template. So, when the design changes you have to modify one template instead of each template. 

E. Miscellaneous Disable Relative UTC Time Option, the time will be displayed based on the local time zone defined on the device or server where the presentation is created. 

Create Activities

 PowerAddons allows to creation of new activities (emails, letters, etc.) and automatically attaches the presentation to those records. Sometimes you might need to have the activity associated with a specific record inside Dynamics 365.  

Document Protection

You can provide a password to your generated presentation, and you can set a password for your PDF and enhance the security of your PDF.  

Sub Folder

Specifies the subfolder in which the generated document should be stored or created. Note: Our solution will create the folder if required.

Debugging

The Debugging tab can be helpful for troubleshooting because it shows all the fetches that are in the template. 

Sharepoint Metadata

If you are using the standard Dynamics 365 SharePoint integration you can define metadata fields and values in your template. As soon as the generated document is saved, also the metadata is populated to Dynamics 365.