{"id":47,"date":"2023-07-16T13:58:37","date_gmt":"2023-07-16T13:58:37","guid":{"rendered":"https:\/\/kb.ctse.nl\/?page_id=47"},"modified":"2023-07-16T15:23:42","modified_gmt":"2023-07-16T15:23:42","slug":"powerdoc-installation-setup-powerapps-d365","status":"publish","type":"page","link":"https:\/\/kb.ctse.nl\/?page_id=47","title":{"rendered":"PowerDoc Installation: Setup PowerApps\/D365"},"content":{"rendered":"\n<p>1) As a CRM-administrator go to make.powerapps.com and choose the right environment.<\/p>\n\n\n\n<p>2) Import the solution file:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>PowerDocsCore_xxxxxxx_managed.zip<\/li>\n<\/ul>\n\n\n\n<p>3) Add entity \u201cDocument\u201d (ctse_document) to your modeldriven-app(s).<\/p>\n\n\n\n<p>If solution \u201cPowerDocsCustomizations\u201d has been installed also, select only the forms \u201cMain form (customized)\u201d and \u201cQuick create (customized)\u201d and unselect the default \u201cInformation\u201d forms.<\/p>\n\n\n\n<p>4) As a CRM-administrator go to admin.powerplatform.microsoft.com and choose the right environment and go to Settings -&gt; Integrations -&gt; Document Management<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Turn on Sharepoint integration (if it is not already turned on)<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>At Document Management Settings add entity &#8220;Document&#8221;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NB: Do NOT use\/enable entity based folder structure (account\/contact)!<\/li>\n<\/ul>\n\n\n\n<p>5) Note: For all CRM-users: in the browser enable popups for [*.]dynamics.com<\/p>\n\n\n\n<p><a href=\"https:\/\/kb.ctse.nl\/?page_id=52\" data-type=\"page\" data-id=\"52\">Go to next step &gt;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1) As a CRM-administrator go to make.powerapps.com and choose the right environment. 2) Import the solution file: 3) Add entity \u201cDocument\u201d (ctse_document) to your modeldriven-app(s). If solution \u201cPowerDocsCustomizations\u201d has been installed also, select only the forms \u201cMain form (customized)\u201d and \u201cQuick create (customized)\u201d and unselect the default \u201cInformation\u201d forms. 4) As a CRM-administrator go to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":38,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-47","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/47","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=47"}],"version-history":[{"count":5,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/47\/revisions"}],"predecessor-version":[{"id":104,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/47\/revisions\/104"}],"up":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/38"}],"wp:attachment":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=47"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}