• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/Multipart documents in DocumentsCorePack

Multipart documents in DocumentsCorePack

1100 views 0 Updated on March 27, 2023

The Multipart capability of DocumentsCorePack (DCP) allows users to create & concatenate documents and document packages that consist of multiple elements. They come in handy when documents need to be assembled from different parts, such as cover letters, terms & conditions, contracts, etc.

Each part of such a document package can originate from a different source, including:

  • Documents generated with DCP templates.
  • Files located in SharePoint**.
  • Files stored as a note in Dynamics 365 (DataVerse).

Please note: DCP allows users to apply conditional logic as well as specific user selection for every element. Thus, the process is highly dynamic and flexible to your needs.

Use Cases:

  • Proposals (consisting of cover letter, company profile, quote, references, terms & conditions, etc.).
  • Information material (assembled from brochures, flyers, etc.).
  • Employee onboarding packages (company information, offer letter, legal forms to fill, etc.).

Use Benefits:

  • Prevents redundant tasks.
  • Minimizes user errors.
  • Saves time (compared to manually assembling document packages).

Example: Generating an Employee Onboarding Package from a contact in Dynamics 365.

In the next section, we will show different ways for such configurations to be made.

How to configure Multipart Documents

Multipart documents are based on an XML defining the elements of the document package. They can be configured via One-Click-Actions (OCAs) in DCP, which offers an easy-to-use UI:

  • Step-by-step description: How to set up a proposal using MultiPart.
  • Step-by-step video: Configuring an Employee Onboarding Package Multipart document.

Thanks to the XML format of the Multipart configuration, it is also possible to create the Multipart XML directly within your custom code or via Power Automate: Build a Multipart XML Flow that concatenates all documents into one File.

Helpful resources:

  • Generating workbooks & document packages in Dynamics 365: 30-minute recorded webinar including a step-by-step configuration of a welcome package.
  • One-Click-Actions in DocumentsCorePack for Microsoft Dynamics 365: Detailed article about One-Click-Actions, with a brief explanation of Multipart Documents.
  • .

  • **Retrieve the correct SharePoint-URL: select the specific ❶ document. Hit the ❷ three dots to open the details for this document and copy the ❸ direct link (You might have to scroll down in the details pane). 
How to get the correct SharePoint URL

That’s it! If you require further assistance or would like to share feedback, please reach out to us at support@mscrm-addons.com.

Was this helpful?

Yes  No
Related Articles
  • “Undefined”-labels in Chrome 114 and higher
  • Generate large documents using the Multipart-feature of DocumentsCorePack 
  • How to automate the E-signature process via Power Automate
  • Technical Description: The AutoMergeWorkingItem (AMWI) 
  • Dataverse Online OData v2.0 endpoint removal for custom “ExportToWord” Button
  • How to share the Connection of the DocumentsCorePack Connector
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • “Undefined”-labels in Chrome 114 and higher
  • Integrating JSON data into documents
  • Generate large documents using the Multipart-feature of DocumentsCorePack 
  • Recap: DynamicsMinds Conference 2023
  • How to automate the E-signature process via Power Automate
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • Step-by-Step: How to configure a One-Click-Action
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • “Blocked by Conditional access” error in Azure Active Directory
  • Online Services: Required Application Permissions
Categories
  • *News and General Infos* 52
  • Webinars 36
  • Template Designer(DCP 181
  • DocumentsCorePack(DCP 197
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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
  • © 2022 www.mscrm-addons.com. All Rights Reserved.