In this article we will show you how to activate our DocumentsCorePack connector for PowerAutomate enabling users to utilize the document generation and processing capabilities within their Flows and Canvas Apps.
Prerequisites:
- Your DocumentsCorePack service must be hosted on mscrm-addons.com (Open Service Configuration)
- Your DocumentsCorePack service must use the Online – Server2Server Connection Type for authentication
- Visit the service configuration on https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration, select the service and click on [get API key], save this key for later:
- Insert a new step to your flow. You will now find the “DocumentsCorePack” custom connector in the “Premium” connectors:
- Select the DocumentsCorePack custom connector and choose one of its steps, for example “Create Document Job”:
- When asked, specify a name for the connection and enter the API key (see Step 1) to define the connection for your DocumentsCorePack Connector and click on “Create”:
You are now all set and you can use the DocumentsCorePack Custom Connector.
Helpful Links:
- Step-by-Step video on using the DocumentsCorePack connector to generate and process documents in a flow: https://www.youtube.com/watch?v=tUG10goIbzE
- Free trial of DocumentsCorePack: Get DocumentsCorePack from AppSource