This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack. This blog article covers the configuration, an example and the technical details of this feature.
The configuration options allow template editors to define
- Recipient
- Regarding
- Save Location
of activities based on a template independently. For further information on DocumentsCorePack Template Designer, please have a look at the documentation.
Configuration
The configuration requires a proper configuration of the DocumentsCorePack Server and you need to understand the fundamental MS Dynamics 365 (CRM) capabilities.
To access the Advanced Settings, open an existing template or generate a new one. Then navigate to www.mscrm-addons.com ❶, click on the [Insert MailMerge Fields]-button ❷, open the Advanced Template Settings ❸ and click on CreateActivitiesFor ❹.
Please note: Per default, only the “Recipient”-tab is displayed. You have to check the “Enable Advanced Settings”-checkbox (highlighted in red), if you want all three tabs to be shown.
After enabling the Advanced Settings-checkbox, you can select the the Recipient, Regarding and the Save Location for your template ❶. The options, which can be selected for each area, are displayed in a tree view. You can insert the required relation by clicking on the nodes “Primary Contact (Contact)” and by double clicking on the correct option
“Contact” in this case ❷ .
The configuration is set for an Account Template and has the following effects:
- The Recipient of the generated activity will be the primary contact of the parent account of the Account Template.
- The Regarding will be set to the Account directly.
- And the generated document will be saved to the configured location for the parent account of the Account Template.
The example below shows the outcome of the configuration for this Account Template in more in detail.
Example
The account mscrm-addons.com Corp ❶ with the parent account ptm EDV-Systeme ❷ has a primary contact named Michael Dohr ❸.
After saving this template, you can continue to create a document, either directly from Word by using the [Select Data]-button or by using the [Print in Word]-button within CRM. Once done so, you get a merged document.
In case of further document processing, you can use the [CreateCRMActivity]-button and e.g. generate a letter activity ❶ and add the document to your SharePoint ❷.
This process saves our generated document in the folder of the account (ptm EDV-Systeme) and defines the regarding to the account(mscrm-addons.com Corp).
The recipient is the primary contact of the parent account of the account (Michael Dohr).
Technical details
The third option (Save Location) also works for DocumentsCorePack ServerBased.
The option to define the Regarding and the Recipient are not available in DocumentsCorePack ServerBased as they can be set directly within the workflow.
The options effect the Create Activity-, the Save as…- as well as the Send as PDF-functionality of the DocumentsCorePack Client.
The outcome when selecting the Create Activity-functionality is described in the above example.
The outcome when selecting the Send as PDF-functionality is the same.
When you select the Save as…-functionality, the recipient and the regarding-property are ignored. It only saves the generated document to the proper location that is configured with the DocumentsCorePack Server Configuration.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.