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

How to troubleshoot DCP-Workflows

94 views 0

Written by Administrator
October 30, 2017

If you execute your workflow but it does not work correctly, there are several ways to troubleshoot your workflow. In most cases these problems are caused by the user itself, having forgotten to fill fields or having picked the wrong values.

Here are a few things that you can check if your workflow fails:

Process Session
Open your process and navigate to the process sessions, like you can see highlighted in yellow below. These are logged sessions of every time our process was executed.

Process Sessions
Figure 1: Process Sessions

Open the regarding process session and check at which step your workflow has failed, and investigate further into this particular step. Please also take a look at the details mentioned there:

Process session details

Figure 2: Process session details

AutoMergeWorkingItem
Check the created AutoMergeWorkingItem to see what went wrong. Do this especially if the workflow fails at the Create: AutoMergeWorkingItem step. 

Next, open the advanced find in Dynamics 365 and search for the entity MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS and look after the one that fits your workflow session (sort by created on, for example). It will also have the name you gave it in the workflow.

MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS: Information
Figure 3: MSCRM-ADDONS.COM AUTOMERGEWORKINGITEMS: Information
  • Is the Primary Record URL filled and pointing to a Record in your Dynamics 365 that can be merged with the template?
  • Is the Template to Execute and the SaveAs Value filled?
  • Is the CreatedDocument filled (In our case it is not and therefore the document generation itself has failed) If this is not filled, check if the Template works with the Primary Record or not?
  • Check the Return Value, if it has an Error Message like you can see in the figure below:
Return Value - Error Message
Figure 4: Return Value – Error Message

If you are attaching to e-Mail, open the e-Mail record and check if sender and recipient are filled, if the document is attached and in which state the email remains (Draft, Pending Send):

Attaching to e-Mail
Figure 5: Attaching to e-Mail

Check your Dynamics 365 permissions if you are allowed to send e-Mails and if you are allowed to send e-Mails on behalf of this user. Check if the recipient is allowed to receive e-Mails.

With these hints and a little Dynamics 365 knowledge, you will be able to find the cause and resolve it.

Should nothing of this work, send us an e-Mail to  support@mscrm-addons.com and include a proper description of the issue, screenshots and your findings and analysis so far.

​

​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
  • The Local License Manager
  • 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
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* 44
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 42
  • ActivityTools (AT 54
  • SmartBar (SB 49
  • 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.