• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

How to add the [Create Document]-button manually

89 views 0

Written by Administrator
May 28, 2014

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form.

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011

To add the button, you must install the Ribbon Workbench for CRM 2011. (which can be downloaded here)

Please find the manuals here:

  • Getting started with the Ribbon Workbench
  • Video: Ribbon Workbench for Dynamics CRM 2011

Result: Once added, the [Create document]-button looks like shown in Figure 1.

 

clip_image038

Figure 1: [Create Document]-button added to the account entity

 

How to add the DocumentsCorePack [Create Document]-button

First, open CRM and create a new solution. To do so, please navigate to Settings > Solutions. Name the solution as you wish.

 

clip_image002

Figure 2: newly created solution form

Once saved, the form will reload. Click on the [Add Existing]-button and Entity.

 

clip_image003

Figure 3: [Add Existing]-button

In the next window, select the entity to which the DCP-Button should be added (here: Account). Then click on the [OK]-button.

 

clip_image005

Figure 4: Select the enitity to which the button will be added

On the next page select the No, do not include required components-option and click on the [OK]-button.

 

clip_image007

Figure 5: Missing Required Components-window

Next, click on the [Add Existing]-button again. But this time, please select Webresource.

The window that pops up now will show you all installed webresources. Select ptm_Icon16x16, ptm_Icon32x32 and ptm_dcp_js_jslibrary.

 

clip_image009

Figure 6: Select web resources

 

clip_image011

Figure 7: Select web resources

Your solution window will look like shown in Figure 7.

 

clip_image013

Figure 8: Finished solution in CRM.

Next go to the solution section of CRM again. We recommend to create a backup. To do so, mark your newly created solution and click on the [Export]-button.

 

clip_image015

Figure 9: Create a solution backup in CRM

Click through the dialog. Please note: It is of utmost importance that you select Unmanaged on the last page. 

 

clip_image017

Figure 10: Export Solution – Webpage Dialog

Click on the [Export]-button in order to proceed.

Now you can start to create the button.

In the solution-section of CRM, double-click on the RibbonWorkbench-solution.

 

clip_image019

Figure 11: Ribbon Workbench-solution

Now the Ribbon Workbench opens. First, select the solution you have created before (which contains the entity and the DCP web resource).

 

clip_image020

Figure 12: Ribbon Workbench

The loaded RibbonWorkBench will look like shown in Figure 12:

 

clip_image022

Figure 13: Loaded Ribbon WorkBench

Now select Form in the dropdown-box in the right upper corner.

Thereafter, select Group and drag and drop it to any place on your form.

Then select the newly added group in the form. Please find its properties on the right side. You can assign a specific ID to your group.

 

clip_image024


Figure 14: Assign a specific ID

Now add a button to your group, again via drag and drop.

Change the ID, select your images and name it.

 

clip_image026

Figure 15: Define your settings

Next, add the command of the button. Right-click on Commands > Add new.

 

clip_image028

Figure 16: Add the command of the newly created button

On the right-side, you can see all properties of the new command. We recommend to give it a meaningful ID.

Then hit on the lookup-field next to Actions. In the window that pops up now, click on the [Add]-button.

 

clip_image030

Figure 17: Click on the [Add]-button

In the next window, select Javascript Function Action and click on the [OK]-button.

 

clip_image031

Figure 18: Select type of rule

In the FunctionName-type in DCP.Lib_Registry.printInWord and for Library select ptm_dcp_js_jslibrary. Click on the [OK]-button.

 

clip_image032

Figure 19: Actions-dialog

Back in the WorkBench, mark your button, to see its properties on the right side.

For Command select the newly created command via the ID.

 

clip_image034

Figure 20: Mark your button and select its properties

Now that the configuration is done, click on the [Publish Solution]-button in order to import and publish the new solution containing the button.

 

clip_image036

Figure 21: Publish the new solution

After the process has been finished, your button will be available and ready to use on the Accounts form.

 

clip_image038

Figure 22:[Create Document]-button added to the account entity

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

REWORKNEEDED

Was this helpful?

Yes  No
Related Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • Only count users with security role for licensing
  • Generate app password when using Office 365 connection type
  • How do I create a document and attach it or use it as the body of an email in a single workflow step in MS Dynamics 365 Online?
  • How to check the existence or the value of a SettingsKey in MS Dynamics 365
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • Recap of the first virtual eXtreme365 & Community Summit event
  • Step-by-Step: How to configure a One-Click-Action
  • How to set up an email content service
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.