The input parameters used in your dox42 D365 CE templates can be called
ID or
RequestBody
The dox42 solution has specified Id
as standard name for the input parameter, and pulls the GUID of your selected entity. When setting up templates, name your input parameter accordingly.
If you generate a document from a list selection with more ids or when using the dox42 popup to generate your documents and you would like to include input at runtime, e.g. a dynamic file format, specify RequestBody
as input parameter name in your template.It needs to be in JSON format.
Per default, the dox42 solution pulls the user id of the logged in user and the CRM environment as additional input parameters. You can use them within your RequestBody
to impersonate the CRM user in your data sources (see Connecting the dox42 D365 CE CRM data source to Microsoft Dynamics CRM or D365 CE) and dynamically select the D365 CE environment you are connecting with. You can change this configuration in the dox42 client libraries of your dox42 solution.
For information on how to configure your RequestBody
input parameter see Setting up the RequestBody input parameter for the dox42 pop-up web resource.