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 Quote entity. We want our action to send a quote as pdf by email to a customer and save it to SharePoint. Please also have a look at the corresponding documentation here.
To do so, please open your Dynamics 365 Settings, navigate to the MSCRM-ADDONS-section and select DocumentsCorePack, like you can see below.
The main configuration window provides you with a few tabs that allow you configure DCP in general. Please go to the ❶ One-Click-Actions-tab, the new feature of DCP ServerBased. It opens the window below, which shows you all ❷ available entities. The ❸ search function helps you find the entity for which you want to create a one-click-action.
In this case, we search for the entity Quote and hit the [Edit]-button on the right side, which opens the Quote One-Click-Actions. In this window hit the ❶ [New Single]-button, which opens the dialog above, where you have to enter the ❷ name of your one-click-action, “Send Quote To Customer” in this example.
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
In this window, you have the possibility to change the ❶ name of your action and add a ❷ description, like you can see in the figure below. It is also possible to set this action as ❸ default by checking the corresponding box. These ❹ buttons enable you to switch to the next step.
Figure 4: General Settings
Step 2: Template Settings
These settings help you to configure your template selection in detail. In our example, we choose the ❶ Predefine Template option and select our template – in this case, ❷ Quote.docx. 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 5: Template Settings
Step 3: Processing Settings
At this step, you can define the actions which should be done. In our example, we want our action to send a quote as ❶ pdf by ❷ email to a customer and ❸ save it to SharePoint.
Figure 6: Processing Settings
Step 4: Review Settings
You have the possibility to review your document, create 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.
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: Send Quote To Customer).
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.