There are scenarios where it is required to re-link a Dynamics 365 environment to the respective DocumentsCorePack Service.
Example: You have DocumentsCorePack configured for your production and sandbox environments. When you now perform a copy of your production environment to one of your sandboxes (e.g., UAT ) the settings key of the sandbox no longer points to the correct DocumentsCorePack service. As a result, you will no longer be able to generate documents in your sandbox.
This article outlines how to reset the link by enforcing the service as the only document-generating service for a specific Dynamics 365 environment.
IMPORTANT: Do not perform this action if you have Load-Balancing enabled.
Step-by-step description
Step 1: Open the DocumentsCorePack Service Configuration and locate the service you want to re-link.
Step 2: Click on the wrench symbol to open the Service Configuration and select Show Advanced Options.
Step 3: Check the ❶ Force this service to be the only document-generating service checkbox. This will update the setting inside the connected environment to point to this service. Don´t forget to ❷ Save the Service.
Step 3: Once the connection is fixed and there are unfinsihed documetns waiting, the Service will start creating documents (if there are pending jobs) as you can see with a click of the View Service Logs button.
Here you can see all of the jobs currently created.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.