This step-by-step tutorial will show you how to create a new one-click-action based on a single record. In this example, we want to create a new action based on the “Account“-entity. We want our action to send an account as pdf by e-mail to a customer and save it to SharePoint. Please also have a look at the corresponding documentation here.
Open your Dynamics 365 Settings, navigate to the “MSCRM-ADDONS”-section and select DocumentsCorePack.
Figure 1: Dynamics 365 Settings – MSCRM-ADDONS – DocumentsCorePack
The main configuration window provides you with a few tabs that allow you configure DCP in general.
- This is the “One-Click-Actions”-tab, the new feature of DCP ServerBased.
- It shows all available entities.
- Thesearch function helps you find the entity for which you want to create a One-Click-Action.
Figure 2: One-Click-Actions – available entities
In this case, we search for the entity “Account” and hit the [Edit]-button on the right side, which opens the “Account” One-Click-Actions.
Figure 3: One-Click-Actions based on a single record
In this window hit the [New Single]-button and another dialog opens.
Figure 4: Create new OCA
This dialog, where you have to enter the name of your One-Click-Actions, “Test OCA” in this example. Press the [OK]-button.
Figure 5: Name your OCA
After hitting the [OK]-button, you will be provided with the configuration window for “Single Record Actions“. Please follow the next steps to configure your One-Click-Action in detail:
Step 1: General Settings
- You have named your One-Click-Action earlier and now you have the possibility to edit the name you have entered.
- You can add a description.
- It is also possible to set this action as default by checking the corresponding box.
- With these buttons you can switch forward to the next step or go back to the last one. When you are happy with your configuration, then switch forward.
- [Save]-button.
- You can delete your just created One-Click-Action.
- Select the security roles that a user has to have to see the One-Click-Action. If nothing is selected, everyone can see the One-Click-Action.
Figure 6: Configure your OCA – Step 1
Step 2: Template Settings
These settings help you to configure your template selection in detail. In our example.
1. There is a drop-down in the Template Selection, where you can decide between
a. “Allow User Selection”
b. “Predefine Template”
c. “Use MultiPart”.
2. Activate this setting to edit the template before the document would be created.
3. This setting allows you to show specific template groups based on the current record attributes.
Figure 7: Configure your OCA – Step 2
Let´s start with
a) “Allow User Selection”
If selected “Allow User Selection“, there is no need for further settings in step 2. To check that, you can select your “Account Entity” in your Dynamics 365 and press the [Create Document]-button.
Figure 8: Step 2 – Allow user selection – Create Document in Your CRM
The DocumentsCorePack Dialog opens so you can select your template. Press the [Next]-button.
Figure 9: Step 2 – Allow user selection – DCP-Dialog Templates
b) „Predefine Template“
- The next in the drop-down list is “Predefine Template”.
- Here you can predefine a template.
Please Note: This means the user does not have a DocumentsCorePack template selection, the template is used automatically. For more information on how to create a template, please have a look at this blog article.
Figure 10: Step 2 – Predefine Template
Now look for a template for your entity “Account” and add it.
Please Note: Click on the [Add]-button to add a template or note, otherwise the template will open.
Figure 11: Step 2 – Predefine Template – LookUp Record
In this case it is the “Account_Overview.docx”.
- You can see your chosen document.
- Switch to the next step.
Figure 12: Step 2 – Predefine Template – Configure your OCA
c) “Use MultiPart”:
1. The next in the drop-down list is “Use MultiPart”.
2. This is the section of the selected documents you want to concatenate.
a. With [+]-button you can add another template,
b. Delete it, or
c. Combine the selected DocParts. Therefore, you have to select more than one document to combine it.
3. Define the options for concatenation of this document. Learn more about the Concatenate Syntax.
4. Based on conditions from your entity you can define if a DocPart should be used or not.
5. Define if this DocPart is optional or not on the DCP-Dialog
6. Define if this DocPart is visible or not on the DCP-Dialog.
7. Switch to next step.
Figure 13: Step 2 – Use MultiPart – Configure your OCA
If you press the [Concatenate]-button (3), a wonderful overview opens where you can define your concatenating options over the drop-down-list and confirm it.
Figure 14: Concatenate option overview
Step 3: Processing Settings
At this step, you can define the actions which should be done. In this example, the action is defind as
- send the Account_Overview as .pdf
- Attached as document.
- Save it to SharePoint;
- You can set your General Behavior. There are 3 possibilities:
- Set configured settings as default
- Hide configured settings
- Disable configure settings
- Here you can inherit the main behavior or
- Do not save
- Set as default
- Hide this setting
- Show, but do not allow changes
- Switch to next step
Figure 15: Step 3 – Configure your OCA
Step 4: Review Settings
You have the possibility to review your document, create a “PNG preview” and automatically open your document like you can see in the figure below.
After configuring all steps, you have to save your actual One-Click-Action (highlighted in yellow).
Figure 16: Step 4 – Configure your OCA
Test your OCA
If a Dynamics 365 user now clicks on the [Create Document]-button , the user will be automatically provided with the new one-click-action (here: Test OCA).
Figure 17: Create a document in your Dynamics 365
Figure 18: Creating a document with OCA
Click on your Created One-Click-Action document and depending on your selection (2a, 2b, 2c) this window will open. Check the options you have and press the [Next]-button.
Figure 19: Create a document
Your created documents are shown. Click next.
Figure 20: Created documents
Here is a preview of your generated document. You can edit or you can finish the One-Click-Action.
Figure 21: DCP template preview
Look back in Dynamics 365 for your generated template:
Figure 22: Generated Template
That’s it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.