1) As a CRM-administrator go to make.powerapps.com and choose the right environment.
2) Import the solution file:
- PowerDocsCore_xxxxxxx_managed.zip
3) Add entity “Document” (ctse_document) to your modeldriven-app(s).
If solution “PowerDocsCustomizations” has been installed also, select only the forms “Main form (customized)” and “Quick create (customized)” and unselect the default “Information” forms.
4) As a CRM-administrator go to admin.powerplatform.microsoft.com and choose the right environment and go to Settings -> Integrations -> Document Management
- Turn on Sharepoint integration (if it is not already turned on)
- At Document Management Settings add entity “Document”
- NB: Do NOT use/enable entity based folder structure (account/contact)!
5) Note: For all CRM-users: in the browser enable popups for [*.]dynamics.com