The DocumentsCorePack Dialog

1104 views 0 Updated on August 8, 2024

DocumentsCorePack allows for quick and seamless document generation with Dynamics 365 data for any industry. Along with generating documents, DocumentsCorePack allows for the processing of documents (e.g. attach and send documents, begin an E-signature process, concatenate documents, and more).

With the DocumentsCorePack (DCP) dialog, you can perform such document processes with ease. The dialog guides users through the document generation process and offers a variety of options to process the document. This article explains the many features and capabilities of the DCP dialog.

Step-by-step instructions 

1. Open the DCP Dialog

First, select the Create Document button in the CommandBar in order to access the DCP dialog from your Dynamics 365. Please note that you have to do this from the record you want to generate the document for. In our case, we are starting from an account.

Select the Create Document button.
Figure 1: The Create Document button. 

2. One-Click-Action or manual document process option

Once the DCP dialog opens, select the Let me decide every step option. 

Select the "Let me decide every step" option.
Figure 2: The “Let me decide every step” option.

Please note: You also have the option to choose a One-Click-Action (OCA), however, we will only discuss those briefly at the end of this article. 

3. Template Selection

You will then be prompted to choose a DCP template.

Choose your DCP template.
Figure 3: Select a DCP template.

Please note: You can choose from templates that have been designed with our Word-based DCP Template designer. Here is information on designing templates with our Template designer.

4. Document Processing

For the next step in the dialog, you can make selections from a list of document processing and delivery options. These options are listed below and in further detail here.

  • 4.1. Select the filetype you want to generate the document as.
Choose your filetype.
Figure 4: Select output filetype.
  • 4.2. Select if you would like to attach the document, and if so, then how. Next, fill out the details based on your selection.  In the example below, we would like to attach the document as an email. You can then select the sender, recipient(s), any accounts to CC or BCC, an email template, and whether or not to send the email(s). 
Choose whether or not to attach the document and how.
Figure 5: The Attach Document option.
  • 4.3. Select if you would like to print the document (Click HERE for details). 
Choose whether or not to print the document.
Figure 6: The Print Document option.
  • 4.4. Select if you would like to save the document to SharePoint (Click HERE for details).  
Choose whether or not to save the document to SharePoint.
Figure 7: The Save to SharePoint option.
  • 4.5. Select if you would like to run a workflow once the document is generated, and if so, then which one (Click HERE for details). 
Choose whether or not to run a workflow.
Figure 8: The Run Workflow option.

  • 4.6. Select if you would like to run an action to process the generated document, and if so, then which one (Click HERE for details). 
Choose whether or not to run an action.
Figure 9: The Run Action option.

  • 4.7. Select if you would like to run a Microsoft Flow, and if so, then which one. (Click HERE for details)
Choose whether or not to run a Microsoft flow.
Figure 10: The Run Microsoft Flow option.

5. Review

Once you have finished making your selections, press the Create Document button at the bottom of the dialog. Before the document is processed, you will be provided with a preview to ensure the document is ok to be delivered. 

Note: With SharePoint integration enabled, an Edit button will appear. Using this functionality will allow the generated document to be edited further in Word (locally or online). If SharePoint is not enabled, the button will be replaced with a Preview button instead, and clicking on the filename will download the document to your local system.

Preview the document with SharePoint enabled
Figure 11a: The Preview option with SharePoint enabled.
Preview the document with SharePoint enabled
Figure 11b: The Preview option with SharePoint disabled.

6. Finish

If you are satisfied with the preview of the document, then press Finish at the bottom of the dialog to complete the document generation process. 

This concludes the explanation of the features and capabilities of the DCP dialog. 

One-Click-Actions (OCAs)

As forementioned, in addition to choosing every step of the document generation process, you have the option to create and select One-Click-Actions (OCAs) in the dialog.  

OCAs are pre-configured options that have the choices/selections for the document generation process pre-selected. So once a user selects an OCA, the document will be automatically generated based on those previous selections, which can save time and boost efficiency. Learn more about how to configure and use OCAs here. 

Related Articles

Listed below are some articles related to the DocumentsCorePack dialog and other information shared in this article. 

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