The Multipart capability of DocumentsCorePack allows users to create & concatenate documents and document packages that consist of multiple elements. They come in handy when documents need to be assembled with different parts, such as Cover letters, Terms & Conditions, Legal terms, etc.
Each part of such a document package can originate from different sources, supporting:
- DocumentsCorePack Templates: dynamic documents generated at runtime.
- Files located on SharePoint.
- Files stored as a note in Dynamics 365 (DataVerse).
Please note: DocumentsCorePack allows users to apply conditional logic as well as individual user selection for every element. Thus, the outcome can be 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 assembled 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. There are various ways to create this XML:
- Multipart Documents can be configured via One-Click-Actions (OCAs) in DocumentsCorePack (DCP), providing 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 e.g. via Power Automate: Build a Multipart XML Flow that concatenates all documents into one File
References to more detailed information on Multipart Documents
- 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.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.