This article shows how to set up a DocumentsCorePack Service with the DocumentsCorePack Online Service Configuration to enable document generation and processing capabilities within your Dynamics 365 environment or Power Apps.
Step-by-Step video:
Step-by-Step description:
Begin by logging in to www.mscrm-addons.com. Under your account, select Manage Services.
To configure a service, click on the Add Service button and select the type of service you would like to create. In this case, select DocumentsCorePack.
In the following window, click the Retrieve Environments button. This will bring up a prompt to sign in with the credentials of your environment. Enter your credentials and proceed.
When prompted, accept the required permissions.
Once accepted, the environment’s URL should appear under Available Environments. Click Connect to proceed.
The service’s settings can be altered or reviewed prior to creation. After configuring these settings, click on Create Service to continue.
The setup process will then begin. This process will take some time before finishing.
Once finished, your DocumentsCorePack Online Service should appear in the service list.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.