Once you have installed DocumentsCorePack ServerBased (DCP SB) successfully, you are provided with the DCP SB Configuration. But of course, you can also open the configuration randomly. To do so, simply navigate to Settings > MSCRM-ADDONS > DocumentsCorePack.
Figure 1: Dynamics 365 Settings Overview
If everything has been installed successfully, the “Get Started with DocumentsCorePack”-page opens. The configuration tabs are marked in yellow. If you want to configure the service, you have to log in with your admin-credentials. Learn more about the Service Configuration of your DocumentsCorePack.
Figure 2: DCP Server-Based Configuration Overview
General Settings
The configuration consists of four tabs:
Figure 3: 4 tabs of the DCP Configuration
1. General Settings
This area contains all regularly used, general settings. It will be probably the one you will use most of the provided areas. Learn more about the details.
Figure 4: DCP SB General Settings
2. SharePoint Settings
You can find here any settings for SharePoint.
3. Dialog Settings
Most of the settings are self-explained, you just have to enable or disable them or add a setting. Learn more.
4. Advanced Settings
This area contains special settings which are usually only to be set on special occasions.
One-Click-Actions
The next tab in the configuration bar is “One-Click-Actions”. There are different one-click-actions for single records and for batch document creation. The tool that enables you to create One-Click actions is the DocumentsCorePack Dialog. Every administrator in your CRM system is able to create and delete One-Click-Actions. Learn more about OCA.
Figure 5: One-Click-Actions
❶ Search bar where you can look for a certain “One-Click-Action”
❷ Status bar:
- Active: displays all active “One-Click-Actions”
- Available: displays all available “One-Click-Actions”
- All: displays all “One-Click-Actions”
License Server
In this tab, you get information about your License Server info. For further information have a closer look here.
Please Note: If you have a DocumentsCorePack Online Service for Dynamics 365 Online, the license will be maintained by MSCRM-ADDONS Support.
Figure 6: Tab “License Server”
License Client
In this tab, you get information about your License Client/ DocumentsCorePack TemplateDesigner info. For further information have a closer look here.
Figure 7: License Client
About
The last tab gives version- and copyright information about your DocumentsCorePack for Dynamics 365.
Figure 8: Tab “About”
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.