PowerPlatformConnectors/certified-connectors/DocumentsCorePack

DocumentsCorePack Connector

DocumentsCorePack allows you to generate and automate your documents incorporating Dataverse and Dynamics 365 data. Based on Microsoft Word – templates, the DocumentsCorePack connector provides you with a variety of actions to create and process your documents.

The DocumentsCorePack Connector brings this functionality to Power Automate and Flows. Details

Follow this link to see step-by-step tutorials, ho tos and get detailed information.

Publisher: PTM EDV Systeme GmbH - mscrm-addons.com Corp.

Prerequisites

• Dynamics 365 or Dataverse environment.
• DocumentsCorePack Service (You can start a trial using this link)

Generate API Key for your environment

An API key can be generated from the DocumentsCorePack Service configuration (Note if you don't have a service you can start a free trial using this link).

In the Service-Configuration, click on Optain the API-Key.

If you have troubles please look into following article or send your an email to support@mscrm-addons.com

API documentation

The API documentation can be found here

Supported Operations

Create document (sync) (V3)

Creates a new document. For more information, click here.

Create DocumentJob (async) (V3)

Creates a new document. The action does NOT wait for a result. For more information, click here.

Create Multipart document (async) (V3)

Create a document consisting of multiple components. The action does NOT wait for a result. For more information, click here.

Sign DocumentJob (sync) (V3)

Send a document for e-signing.

Run One-Click-Action (sync) (V3)

Runs a One-Click-Action and waits for the result. For more information, click here.

Run One-Click-Action (async) (V3)

Runs a One-Click-Action. The action does NOT wait for a result. For more information, click here.

Create Multipart document (sync) (V3)

Create a document consisting of multiple components. For more information, click here.

Get DocumentJob result (V3)

Retrieves status information of a DocumentJob. The result will include the generated document.

Get DocumentJob status (V3)

Retrieves the status of a DocumentJob.

Print DocumentJob (V3)

Print document generated by a DocumentJob.

Print File (V3)

Prints a document content or base64 encoded file. Supported filetypes: pdf, docx.

Attach DocumentJob as note (V3)

Attach document generated by a DocumentJob as a note to a Dynamics 365 record.

Attach file as note (V3)

Attach a document content or base64 encoded file as a note to a Dynamics 365 record.

Attach DocumentJob to email (V3)

Attach the document content generated by a DocumentJob as attachment to a Dynamics 365 email.

Concatenate two DocumentJobs (V3)

Concatenate two documents generated by two DocumentJobs. Supported filetypes: pdf, docx.

Concatenate two document contents or base64 encoded files (pdf,docx) (V3)

Concatenates two document contents or base64 encoded files. Supported filetypes: pdf,docx.

Attach file to email (V3)

Attach a document content or base64 encoded file as attachment to a Dynamics 365 email.

Send email (V3)

Send Dataverse email.

Create SharePoint folder (V3)

Creates folders on SharePoint in the document location of a Dynamics 365 record.

Gets the Default Environment for this ApiKey

Returns the environment id for the used ApiKey.

Get Profiles for a User APIKey

Retrieves all Profile Ids for this ApiKey.

Get document templates

Retrieves a list of available DocumentsCorePack Templates.

Get a list of DocumentLocations

Retrieves a list of Dynamics DocumentLocations.

Get Printers

Retrieve available printers.

Get a list of dynamics users

Retrieves a list of Dynamics users.

Get One-Click-Actions

Retrieves all One-Click-Actions configured in Dynamics 365.

Retrieve table names with annotation capability

Retrieve a list of Dynamics tables supporting annotations.

Get e-signing providers

Retrieve all e-Signature providers available in DocumentsCorePack.

WhoAmI (V3)

Retrieve information about the used API Key and associated DocumentsCorePack Service.

Obtaining Credentials

First of all, you need to Create an Account and sign up for a DocumentsCorePack Service (14 days free trials available).

Get the API Key for your environment:

• Create a DocumentsCorePack Service
• Optain the API-Key

If you have question send an email to support@mscrm-addons.com

Known Issues and Limitations

N/A