Knowledge Base Articles

 
     
Term: SharePoint
2 found

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

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