Knowledge Base Articles

Term: Dynamics Workflows
16 found

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

Dynamics Workflows
Dynamics PDF

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

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. 
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

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 to Email Docs Template with Workflow

This article assumes you have the knowledge of how to create a workflow to send an Email.

The workflow task Send Email performs two functions: create Email and Send Email.

To send Docs Template as PDF attachment to an Email, we use the workflow Create Email rather than Send Email, while the customized task Email Docs Template sends the Email.


Email Signature in a Workflow

Email Signature can be sent with a workflow.  If you have a workflow and one of the steps is Send Email, replace it with the following 2 steps:

  1. 1.  Create Email, very similar like send email but you only create the email but do not send it yet
  2. 2.  Add Step and select Email Signature>Add Signature and Send. This step adds the signature at the end of the email created in step one base on the Properties settings as per this image:

Dynamics Workflows
Email Signature

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.

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

Email CRM Report as PDF Attachment (CRM On Premise only)

New feature in Dynamics Workflow: Email PDF ReportThe workflow has two steps:

Step 1: Create Email, set the sender and recipient email address, in a similar way you create any new Email

Step 2: Email PDF Report. In the Set Properties window enter the following information:

The login credential of CRM user, in the format of: Domain\User and Password. We separate the Domain\User into two fields, one for the domain and the second one for the user name.

Report Server URL: the location and folder of Report Server, in the format of servername/reportserver or serverIP/reportserver


Make sure you publish the CRM report first. If the report has sub report, publish both reports.


Report Name- The name of the report as I comes up in the

Email “Unpaid Invoice Reminder” with Dynamics CRM Workflow

Here are step by step instructions on how to send an Email with invoice as an attachment or in the body of the Email using CRM Workflow. You can also watch it on this video

The Workflow starts when new Invoice is created and has the following steps:

Step 1: Wait Condition – Wait till the due date the invoice needs to be paid. Using the Process>Time Out condition we can set the workflow to wait till X days / months after the Invoice Created On date.

Step 2: Check Condition – On the due date we check that the invoice is still not paid

Step 3: Create Email – Create an Email with subject line, sent from the owner of the invoice record to the primary contact of the account.

Dynamics Workflows
Dynamics Docs
Dynamics Docs

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