• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/Service Configuration options

Service Configuration options

1356 views 0 Updated on October 23, 2023

The Service Configuration options help you to configure and modify your service as well as create a new one. To use these options for managing services, you have to navigate to the Service Configuration page. If you are not sure how to reach this page, find the information you need by following this link.   

Please note: If the Service Configuration options buttons are not visible, click on a service and they will appear.

The Service Configuration options
Figure 1: Service Configuration options

1. Add a new DocumentsCorePack Service Or Configure an Existing One

With the Add button you can create a new DocumentsCorePack Service or with the Configure button you can modify a service. A double-click on the service will open the edit mode.

2. Configure Cloud Print 

Once you have created a CRM Connection profile, the printing options can be specified here. Please make sure that you have already configured your Cloud Printers. Once configured, you can access printers from Power Automate, Dynamics 365 or your PowerApp.

3. Configure Load Balancing

Select your Load Balancer Configuration here.

The Load Balancer Configuration
Figure 2: Load Balancer Configuration

4. View and Install the License

If you click License, you will be provided with an overview of the installed license. Furthermore, you can install a new license here. To do so, switch to the product of your choice and click on the Install button. DCP is delivered with a fully supported, 14-days trial license.

The License Overview
Figure 3: License overview

5. View Service Logs

See the latest event log entries of your service. You can manage how many event log entries of your service should be seen and with a double-click on an entry, the details are shown.

The Service Logs
Figure 4: Service Logs

6. View document statistics

Have a look at the statistical data related to the documents created with the DocumentsCorePack Online Service. You can manage how many Service Log entries of your service should be seen or you can specify the time span and with a double-click on an entry, the details are shown.

The Doc Statistics
Figure 5: Doc Statistics

7. View Version Info

A click on this button opens the Version Information window. Here, you can get an overview of your license. With a click on the Reinstall/Upgrade button, you can reinstall or upgrade your license.

The Version Info
Figure 6: View Version Info

8. Stop and Start Service

Click on the Start button (triangle) to start the service. Usually, there is no need to start the DocumentsCorePack Online Service because the service is running automatically once it has been configured.

9. View Data Usage Report

A click on this button opens the data usage report, which provides you with your monthly used data volume.

The Data Usage Report
Figure 7: Data Usage Report

10. Import/Export DocumentsCorePack Templates

This Template Management window opens where you can:

  • Import DocumentsCorePack Templates: Here, you will be asked to specify how to proceed with the templates you import, but that already exist in the system. You have the possibility to select between the following three options:
    • Overwrite – The template GUID stays the same.
    • Import the new version – The ‘old’ version will be kept with the ‘old’ template GUID and the ‘new’ version of the template will be imported with a ‘new’ template GUID.
    • Ignore – All existing templates will be ignored. Only new templates will be imported.
  • Export DocumentsCorePack Templates as *.zip-files.
  • Transfer DocumentsCorePack Templates to another organization.
  • Enable a Scheduled Template Backup to Azure Blob Storage.

Options to import/export DCP templates
Figure 8: Import – Export – Configure Templates

11. Manage Fonts

If your templates are using fonts which are not installed by default, you may upload and install your fonts into your DocumentsCorePack instance with a click on the Upload Font button. 

12. Get API Key

Obtain the API key of your service here.

Obtain the Service API Key
Figure 9: Obtain service API key

13. Move/Copy the Instance

You can find it on the right of the settings bar. With a click on this button, you can move the service to another instance. Simply select a certain instance from the list and click on the Move Service button. Alternatively, you can also copy the service by clicking on the Copy Service button.

Option to move the service
Figure 10: Move Service

14. Delete Service

With a click on this button, you have the possibility to delete the service. Before the service is deleted, you will be provided with the Delete Service window. Here, click on the Delete button in order to delete the service or click on the Cancel button in order to cancel.

Delete the service
Figure 11: Delete Service

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

Was this helpful?

Yes  1 No
Related Articles
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Configure DocumentsCorePack within custom pages
  • Ensuring correct time zone display for DateTime fields
  • Document Generation Failure from Missing Privileges
  • Building Custom XML for Multipart documents
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
  • AI-Powered Document Generation with Copilot in Sales
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 44
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 250
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
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.