Knowledge Base Articles

 
     
Term: Dynamics PDF
8 found

Upload document to SharePoint and return the External URL

Step by step images for the workflow to upload document to SharePoint and return the sharing External URL:

SharePoint
Dynamics PDF
Workflows

From Word Template PDF to DocuSign and upload to SharePoint

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.

  1. Document is generated in CRM using Word Template
  2. One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs
  3. Complete process where to sign using DocuSign (if required)
  4. DocuSign manages the E-Signature process in background
  5. The signed document is attached to Notes (by DocuSign)  with the suffix _Sign to the original file name
  6. PDF-Docs workflows identifies the signed document and uploads it to SharePoint with metadata from the record’s fields.

The workflow has 1 step: Notes to SP which is configured as in this image

SharePoint
Dynamics Workflows
Dynamics PDF
DocuSign

How to upload document to SharePoint with Workflow or from the Form UI

Before you start, you need to configure the credentials to allow Dynamics PDF access to SharePoint.Go to Settings>Solutions and click to open Dynamics PDF-Docs solution
Enter the  SharePoint URL as well as the credential of a user to access SharePoint

SharePoint
Dynamics Workflows
Dynamics PDF

Upload CRM Word Templates to SharePoint

In this post I will show the Workflow steps to achieve same functionality by automating & scheduling this process, with CRM Workflow.

In our example, we create the workflow for the Invoice entity, to PDF the “DO_Invoice-Elaborated” Word Template, and upload it to a set location in SharePoint. 
SharePoint
Dynamics Workflows
Dynamics Docs
Dynamics PDF

Add step “SetWordTemplate” to a workflow

Dynamics PDF-Docs is add on that converts documents generated from CRM Word Template, to PDF file. The process can be automated with a workflow, like send an Email with the Word Template attached as PDF file. The workflow will have these main steps:

Dynamics Workflows
Dynamics PDF

CRM 2016 “Word Templates” > Email as PDF attachment with Workflow

With Dynamics PDF-Docs CRM add on, user can create CRM Workflow to PDF CRM 2016 Word Template as an attachment to an Email.

The Workflow has 3 steps:
Step 1: Create email and enter the From, To, Subject and body of Email.
Step 2: this is new workflow step available in CRM 2016 called “Perform Action”. Select Entity as None (Global). In set properties select the Template to be used while the Target field is the Entity for the selected template
Step 3: select Dynamics PDF>Add Word Template. In this view select again the Word Template. Select if the attachment is Word or PDF file, and using the look up field, point to the Email created in step 1 above.
Dynamics PDF
PDF-Docs Workflow

True One-Click to Email report as PDF file

This is a true One-Click to Email report as PDF file, for situations where  CRM Users require to frequently Email a report, such as price quotation,  as PDF file. If you know how to create a button for this one click function, all you need is to transfer is the report GUID, using below JavaScript and Dynamics PDF will complete this process with one click of a button.

JavaScripts
Dynamics PDF

Invalid License Error / Product Key

This knowledgebase post applies to the licensing of all Dynamics Objects products

If you receive an error of “Invalid License (Product Key)” or similar, there are a number of issues that may cause the problem:

1.            The Organization Unique Name is case sensitive and mast be exactly the same as the Organization Unique Name in the CRM Organization, where the product is installed. Verify the Org Name in Settings>Customization>Developer Resources.

2.            User(s) is not assigned with the Security Role provided with the solution, and have no access to read the license stored in DO-Settings.

3.            In the DO-Settings record, the Type field does not match the product for this Product Key

4.            In DO-Settings there is more than 1 record with same Product Type. Make sure that such record is not deactivated as it is still counted as duplicated record.

General
Dynamics Numbering
Dynamics Clone
Dynamics Workflows
Dynamics Email2Entity
Dynamics Docs
Dynamics PDF
Dynamics Maps

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