Next to generating documents, DocumentsCorePack allows to creation of new activities (emails, letters, etc.) and automatically attaches the document to those records. Sometimes you might need to have the activity associated with a specific record inside Dynamics 365. This setting provides the option to save an activity created via DocumentsCorePack to a related table.
Example: A quote document is generated but the document should be attached to the Account the quote is for rather than the quote itself.
The configuration options allow template editors to define
- Save Location
of activities based on a template independently.
Step 1: Open the template and navigate to the ❶ mscrm-addons.com tab, click on the ❷ Insert MailMerge Fields and the ❸ Advanced Template Settings. In the open window navigate to ❹ Create Activities For and click to open it.