DCP Server offers a service-based printing option that is additionally available to the already known plugin-based printing option. This additional option is based on a service that is running in the background.
DocumentsCorePack service-based printing installation
First of all, you have to install DocumentsCorePack for Microsoft Dynamics 365. For further information have a look here.
Step through the wizard and create a new port. Type in a simple name for the printer, without using spaces. This makes it easier for you to retype the printer name in the different workflows of DCP Server. Once finished, please try to print a test page to see if it works correctly.
DocumentsCorePack service-based printing configuration
- Start the service configuration
Figure 3: Start service configuration
Start the Service Configuration DocumentsCorePack for Dynamics 365 from within the Windows start menu:
- Create a new service or select an existing one
Figure 4: Create a new service or select an existing one
Navigate to the general tab. If you want to create a new service, type in the name of the service and click on the [Verify]-button.
- Select the print jobs
Now you have to define which type of jobs the service should work on. Check only printjobs. Furthermore, you have the possibility to set a filter for the printer to be used. Setting this filter is essential, for example in the following case:
If you have offices in two different countries (e.g. America and Austria), you can type in the name of the printer located at your site (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located at the other site (e.g. at your American office).
Figure 5: Create a new service or select an existing one
- Select the CRM type
Figure 6: Select the CRM type
Now switch to the CRM Connection Setup-tab, select your CRM type, type in the CRM Server-URL, and click on the [Retrieve all Organizations]-button. Then click on the [OK]-button to confirm. This window opens.
Figure 7: Connection success
Now click on the [Save Service Configuration]-button. In case the below message box appears, simply click on the [OK]-button as well.
Figure 8: Possible issue with CRM connection dialog
- Open the CRM Connection Advanced Options
Within the “CRM Connection Setup”-tab click on the [Advanced Options]-button.
Figure 9: Possible issue with CRM connection dialog
This action opens the Connection Dialog. Within the Advanced Settings of the Connection Dialog, you can set your CRM online option, enable your proxy settings, and define the credentials, etc. Return to the CRM Connection tab to save your settings. For further information on the Connection Dialog, please have a look at our Connection Dialog Documentation.
Figure 10: CRM connection setup
- Start the service
Figure 11: Click on the start service button
Afterward, click on the [Start Service]-button and the service will start to run in the background.
To continue, go to the newly added service called DCPServerPrinting (❶)
and switch to the Printer-Tab (❷). Select your printer there:
Figure 12: Select a printer
How to create a Printer Configuration
In order to create a new configuration, click on the [New]-button in the DocumentsCorePack ServerBased Printing-Tab.
This action will open the following dialog where you must type in a Configuration name before you can go on:
Figure 13: Configure a printer
❶ You must specify a configuration name to be able to create a printer configuration.
❷ Google CloudPrint Mode is enabled per default.
❸ Supply your Google account credentials to retrieve the list of available printers for that account.
❹ Click on the drop-down button or open a saved document to print a Test-page
Please note: Modifying the printer type will discard all changes you have done in the current setting!
Figure 14: Local printer test pages
After configuration and starting the service for printing, you can start to configure a workflow including the service-based printing option.
Troubleshooting:
If the Service-based printing does not work, please check the following:
- Make sure the service is running and configured for both document generation and printing jobs.
- Specify a service user on the first configuration tab (General).
- Make sure that the specified user is the same as the user that is configuring the printer.
- Make sure the printer is added to the server as a local printer and that it has been added by the same user which is running the service.
- Make sure that the printer has been added to the service and that it is possible to print a test page with it from the service.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.