• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/DocumentsCorePack Online Scheme

DocumentsCorePack Online Scheme

2218 views 3 Updated on June 12, 2023

This article provides an in-depth understanding of the DocumentsCorePack online service structure, deployed on Microsoft Azure. We will walk you through the document generation process, from the initial request for a document to the final document available in the Dynamics 365 environment.

Please refer to Figure 1 for a schematic representation of the DocumentsCorePack Online Scheme:

Figure 1: DocumentsCorePack Online Scheme
Figure 1: DocumentsCorePack Online Scheme

1) Initiating a document generation request:                                                                                            You can manually dispatch document generation requests through our user-driven document generation dialog. You can also trigger them from within Power Automate (Flows) or Dynamics 365 Processes using our Process integration. Every document generation request creates a record of the so-called AutoMergeWorkingItem table.

2) Push Request to Document generation service in the Cloud:
When you save the AutoMergeWorkingItem, this calls a specific web URL, signaling the cloud service about the new document generation request in the Dynamics 365 environment. Notably, there is no data transfer at this point.

3) Document Generation:
The cloud service, securely communicating with Dynamics 365 web services using methods provided by the Dynamics 365 SDK (TLS 1.2, OAuth authentication), loads the template and the necessary data from Dynamics 365 to create the requested document. The VM hosting the cloud service does not store any information unless you have activated debugging. If activated, this could result in Dynamics 365 data appearing in debug files (access for customers and support team, automatically deleted after 7 days).

4) Document Return to Dynamics 365:
The generated document is securely transmitted back to Dynamics 365 via web services using methods provided by the Dynamics 365 SDK (TLS 1.2, OAuth authentication). The document is not stored on the VM at any point.

Please note: 

  • We employ Server-to-Server authentication or App-Access for communication between the cloud service and Dynamics 365, thereby eliminating the need for login credentials storage.
  • Our Azure account hosts the document generation service. To guarantee high performance, the service will be located in the same data center as the Dynamics 365 instance.

IMPORTANT: For clients with specific security considerations, DCP offers the flexibility of installation on their own Azure VM or local hardware. This eliminates the need to transfer any data to mscrm-addons.com. However, to ensure optimal performance, we recommend installation on the VM.

The installation can be done directly from our website.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

3 Yes  No
Related Articles
  • Dynamic document Header & Footer selection via the DocumentsCorePack Dialog
  • Azure Blob Storage: Setting Recommendations 
  • Migrating One-Click-Actions Using the Data Migration Tool 
  • Force Service to be the only document-generating service
  • The DocumentsCorePack Dialog
  • DocuSign is retiring basic authentication
Latest Articles
  • Impact of Microsoft changes regarding email storage in Dataverse
  • Dynamic document Header & Footer selection via the DocumentsCorePack Dialog
  • Azure Blob Storage: Setting Recommendations 
  • Migrating One-Click-Actions Using the Data Migration Tool 
  • Force Service to be the only document-generating service
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • How licenses are counted
Categories
  • *News and General Infos* 52
  • Webinars 37
  • Template Designer(DCP 184
  • DocumentsCorePack(DCP 203
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 64
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.