Adding a button to your entity forms, grids and subgrids

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To display your dox42 document generation calls on your entity forms and grids, you need to integrate them via buttons on the desired position. You can do this via Power Apps (our recommended approach) or Ribbon Workbench (useful for Dynamics CRM on-prem).

To add one button per dox42 template configuration to your D365 CE, see Option 1: Integrating the dox42 calls as buttons .

If you work with the dox42 pop-up, see Option 2: Integrating the dox42 calls as pop-ups.

For a more detailed introduction on Ribbon Workbench, see https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench.