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home/Knowledge Base/DocumentsCorePack(DCP)/DocumentsCorePack Online Service Configuration

DocumentsCorePack Online Service Configuration

13952 views 6 Updated on January 22, 2025

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.

Selecting Manage Services
Figure 1: Selecting 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.

The Add Service button
Figure 2: The Add Service button

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.

Retrieving the environment
Figure 3: Retrieving the environment
Signing in
Figure 4: Signing in

When prompted, accept the required permissions.

 DocumentsCorePack Online Service
Figure 5: Accepting the permissions

Once accepted, the environment’s URL should appear under Available Environments.  Click Connect to proceed.

 DocumentsCorePack Online Service
Figure 6: Connecting with the environment

The service’s settings can be altered or reviewed prior to creation.  After configuring these settings, click on Create Service to continue.

 DocumentsCorePack Online Service
Figure 7: Configuring the service’s settings

The setup process will then begin.  This process will take some time before finishing.

 DocumentsCorePack Online Service
Figure 8: The setup process begins

Once finished, your DocumentsCorePack Online Service should appear in the service list.

 DocumentsCorePack Online Service
Figure 9: The created service in the service list

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

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