Setting up dox42 D365 CE | Dataverse

  • Published on Jun 26, 2025
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This article guides you through the basic steps for setting up dox42 D365 CE | Dataverse.

Prerequisite

Steps

  1. Integrate data with dox42 D365 CE | Dataverse.

  2. Integrate dox42 into your Microsoft Dynamics CRM or D365 CE via dox42 solution.

    1. Import the dox42 D365 CE solution.

    2. Configure the dox42 service connection and template configuration entities.

    3. Add buttons to your D365 CE forms.

  3. When using Power Automate: Set up a dox42 custom connector. For more information see Generating D365 CE or Dynamics CRM Documents from Flows and Power Apps.

Result

You have set up dox42 D365 CE | Dataverse so that you can start generating documents.