Knowledge Base Articles

 
     
Dianna

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

Hide / Display text in CRM “Word Templates”

 

In this post I will show how text can be hidden or displayed, based on selected option in the CRM record. 

Consider a letter, sent from the local library, which only one of the 2 below  mutually exclusive lines, should be displayed

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

Add Voice of Customer to Dynamics Portal

Microsoft CRM 2016 online comes with free Voice of the Customer survey, to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions.

CRM Portal

Clone records with Workflow- Recurring Cloning

With Clone pro user can set up what to clone including the cloning of related entities, like products when cloning invoice. Now you can clone with Workflow!

How clients access the portal?

For client to access the portal he or she must be a contact record in Dynamics CRM. If the client does not have a contact record in CRM or not sure if he has one, the client can use the New User Registration Form to submit his personal details. We identify the person logging on the portal or registering as new user, by the person’s Email address. The User Name to logon the portal is always the email address of the client, and the password is saved in the Contact record, in the section named: Access Privilege from Customer Portal.
CRM Portal
CRM Portal

How to replace company logo and images?

 

You can easily replace the images we use in Dynamics Portal with other images. 

The following table provides the thumbnail of the images we use in the portal, description, size, file name and location.

If you are not familiar with Visual Studio, you can replace the images in the Published Solution zip file, and they are found in three locations:

  • - Images Folder
    - Images subfolder in the Content folder
    - The root directory of the zip container

  • These relative paths are also used to store the images in Visual Studio

 

CRM Portal
CRM Portal

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