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home/Knowledge Base/DocumentsCorePack(DCP)/How to save generated documents to a specified SharePoint URL

How to save generated documents to a specified SharePoint URL

705 views 0 Updated on December 18, 2022

In this article, you will learn how the DocumentsCorePack (DCP) can be used to save generated documents to a specified SharePoint URL in a classic workflow. More information about how to create a workflow can be found here.  

Within your workflow, create a new MSCRM-ADDONS.com AutoMergeWorkingItem record and open the settings via [Set Properties]. 

The Set Properties for creating an AutoMergeWorkingItem.
Figure 1: Create AutoMergeWorkingItem

Complete the following fields:

❶ Name: Type in the name of your newly created step. In this example we used “Save File to SharePoint.”

❷ AutoMergeAction: Open the drop-down menu and select CreateDocument. Select this option to create a document in any Microsoft Dynamics 365 standard and/or custom entity. 

❸ PrimaryRecordUrl: Insert the PrimaryRecordUrl here by using the Form Assistant on the right side (highlighted). A description of how to set a PrimaryRecordUrl field can be found in this blog article.  

❹TemplateToExecute: Open the look-up record and select the template which should be executed. 

❺ SharePoint URL: Insert your SharePoint URL here, which can be dynamic or static. If you want to specify a folder, the URL has to end with a ‘/’.  

  • Example: https://xyz.sharepoint.com/sites/dcp/account/ 

If you want to specify a folder and a file name then you type the full URL with the filename, but without extension into this field.

  • Example: https://xyz.sharepoint.com/sites/dcp/account/myfilename

❻ Direction: Select the direction of your SharePoint service here. In this case Entity to SharePoint because we want to save a generated document based on an entity to SharePoint.  

After defining the properties, save your newly created process and do not forget to [Activate] it in the command bar.   

Have a look at this blog article to learn how to upload a SharePoint document to an email.   

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

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