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

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

1) Go to www.mscrm-addons.com and log in with your credentials 

Figure 1: www.mscrm-addons.com login

2) Next go to My Account and click on My cloud services 

Figure 2: My Account > My Cloud Services

3) Mark the service and click on the [Configure Service]-button

Figure 3: Configure the service

4) Here, you can configure on which entities the [CreateDocument]-button should be visible. To do so, click on the [Select Entities]-button.

Figure 4: Create Document Button Configuration
 

5) In the following window, select the appropriate entities by activating the checkbox and a click on the [Apply]-button. 

Figure 5: Apply configuration 

6) Now click on the [Save Service]-button and try it again!

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