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home/Knowledge Base/DocumentsCorePack(DCP)/How to configure entities to show the [CreateDocument]-Button

How to configure entities to show the [CreateDocument]-Button

257 views 0 Updated on July 27, 2022

This blog article outlines how to configure Dynamics 365 entities to show the DocumentsCorePack [Create Document]-Button.

Requirement: DocumentsCorePack for Dynamics 365

Follow the step-by-step description.

Step 1: Open the mscrm-addons-site and log in with your credentials.


Figure 1: www.mscrm-addons.com login

Step 2: Click the tab “My Account” and navigate to “My cloud services”.


Figure 2: My Account > My Cloud Services

Step 3: Mark the service you want to configure and click on the [Configure Service]-button.


Figure 3: Configure the service

Step 4: The “Modify your DocumentsCorePack Service“-site opens. Scroll down to “Create Document Button Configuration” and open “Select entities”, where you can configure, which entities in the [CreateDocument]-button should be visible.


Figure 4: Create Document Button Configuration

Step 5: In the following window, select the appropriate entities by activating the checkbox and a click on the [Apply]-button. You can also check them all.


Figure 5: Apply configuration 

Step 6: Finish this action by clicking the [Save Service]-button!

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

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