Thank you for installing our MSCRM-Addons AttachmentExtractor into your environment!
To finalize the setup, please see the steps below.
1) Open the Get Started tab
In your Dynamics 365 environment, navigate to the Get Started tab
(Dynamics 365 > Settings > DocumentsCorePack)
2) Start the DocumentsCorePack Service Setup and Configuration
In the Get Started tab, select Start to begin the configuration setup for your environment.
You will be asked to provide your user email and password. Additionally, you will also be prompted to accept DocumentsCorePack’s permissions.
After accepting, the setup process will begin. Once the process is over, your service will be successfully configured for your environment.
The Template Designer
Although the setup is complete, the Template Designer should also be installed if you want to create and customize your own templates. The Template Designer can be downloaded from our Download Center. Clicking on the [Download] button in the Get Started tab will also bring you to the Download Center.
For more information on the configuration process and the Template Designer, please see our Documentation page on DocumentsCorePack.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.