DocumentsCorePack Online Service Configuration

This article shows how to set up a DocumentsCorePack Service to enable document generation and processing capabilities within your Dynamics 365 or Power App.

Step-by-Step video:

Step-by-Step description:

Step 1: Login or register on www.mscrm-addons.com

The registration is quick and free. Once logged in, you will:

have access to all our free 14-days trial versions
be able to request full support on all trial versions
receive our newsletter
be able to upgrade free trial versions to licensed products

So – if you haven’t registered yet – it’s worth a try!

After your login select “My Account” and “my cloud services”.

Figure 1: Open the DCP Online Service Configuration

Now this “Service Configuration”-window is shown:

First, decide which service you want to add (In this case it is for the DocumentsCorePack ServerBased) and then press [+]-button to add a service.

Step 2: Now set up your Dynamics 365 connection.

❶ Press [Connection Profile]-button and choose your connection profile type (Note: You should always use “Server2Server” unless asked by our support team to change the type).

Figure 3: Create Service

❷ Don´t forget to complete your CRM URL and now
❸Press the [Retrieve Organizations]-button. You have to enter your Admin-credentials again. At this point you will be asked for application permissions. Click here for details.
NOTE: it is recommended to change the sign-in frequency for your service user as described here.

Figure 4: Create Connection profile

Your organization is shown. Press the [Verify Connection & Save Profile]-button.

Figure 5: Create CRM connection profile

While your connection gets verified, this window is displayed to remind you to not close this window or navigate away.

Figure 6: Verify connectivity and permissions-window

❺ Show Advanced Options:

“Create Document” Button Configuration You can configure here, on which entities you want to see the “Create Document” Button
Enable Debugging In case of any issues during the document generation, we would recommend you to enable debugging here. The log files will be available as soon as the service is saved.
Notify on service changes Select this option in order to receive an e-mail every time there is a service change.
Skip solution import If you select this option, the setup will assume that you have already imported all solutions that are necessary for the creation of a service. If a particular solution is missing, the creation of the new service will fail.
Skip role assignment If you select this option, you will either have to create a custom role covering the required rights or you will have to manually assign the security roles.
Synchronous solution import If you select this option, the setup will try to import the solutions synchronously.
Use SharePoint compatibility connection If you select this option, a compatibility SharePoint connection will be used.
SharePoint single location Specify a SharePoint location for document edits even when no SharePoint integration is enabled within CRM.
Force this service to be the only document generating service If you select this option, this will be the only service that processes your documents.
- View Setting: An information window pops up. If you copied a service you can see two URLs and this could be the reason why your document creation isn´t working.

Only count users with security roles for licensing This feature was enabled in order to deal with a common issue that all users with an assigned Dynamics 365 will automatically become enabled users in every Dynamics 365 tenant and thus counts towards our license although the users have no access to the tenant. Once enabled, our licensing will count users only if they have at least one security role assigned which is not the case for auto-assigned users from the Office 365 portal.
Repair attachment MIME types This option will repair on a service start all wrong application/octetstream mime types for *.docx, *.doc, *.pdf – files.
Category Number category for prioritization. Required when using multiple services. Default is 0.
Server Version This field informs you about the current Attachment Extractor version on your instance
Azure Service Name Setting You can see here the configured “AzureServiceName” Setting

Step 3: Save your newly defined Connection.

❶ Please insert a “Service Name” with at least 4 characters!
❷ Choose your Instance where you live and to finish this process of adding a service press the
❸ [Save Service]-button.

Figure 7: Create new DocumentsCorePack Service