dox42

The dox42 connector provides a connection to the very extensive dox42 REST API and allows you to automatically generate documents in a flow with data from all sources, like D365, SharePoint or others.

This connector is available in the following products and regions:

dox42 provides a powerful and very extensive REST API. Using dox42 you can automatically generate documents with data from all sources, like D365, SharePoint, SAP or others. dox42 uses Microsoft Entra ID for authentication. Return your document in any format, store it on SharePoint, send it by email, sign electronically, attach it as a note to an entity, etc... all of that is possible automatically with dox42.

Prerequisites

You will need the following to proceed:

• A Microsoft Power Apps or Power Automate plan
• Microsoft Entra ID
• HTTP knowledge
• a dox42 license (dox42 Online or dox42 Server + dox42 Word/Excel/PowerPoint Add-ins)
• dox42 Server Designer application (Version 1.0.1.4 or later)
• SharePoint Online

How to get credentials

Register an Microsoft Entra ID application for your premium connector

We first need to register dox42 as an application in Microsoft Entra ID. This will allow the connector to identify itself to Microsoft Entra ID so that it can ask for permissions to access your data on behalf of the end user. You can read more about this here

This Microsoft Entra ID application has to be registered in Azure Portal (https://portal.azure.com), by following the steps outlined in chapter 6 of the dox42 Microsoft Entra ID Documentation: https://www.dox42.com/Download/dox42_DynamicsCRM_Documentation_EN.pdf. Don't forget to add the following as Web Reply URI to your application: https://global.consent.azure-apim.net/redirect

At this point, we have a valid Microsoft Entra ID application that can be used to get permissions from end users and access dox42 document generation. The next step for us is to modify the premium connector.

Generate Access and ID Tokens externally or in your flows

• Method 1

  • Using Postman or any other API testing tool, you can generate Microsoft Entra ID access tokens and ID tokens
  • You can then paste said access key into the respective "Bearer Access Token" field of the dox42 Connector

• Method 2 (recommended)

  • In your flows, use the HTTP premium connector to generate access or ID tokens
  • With "Compose" you can then save the token in a variable that can be used in the dox42 Connector "Bearer Access Token" field

• For both methods you can refer to these articles:

  • https://docs.microsoft.com/en-us/azure/active-directory/develop/v2-oauth-ropc
  • https://docs.microsoft.com/en-us/azure/databricks/dev-tools/api/latest/aad/app-aad-token

Recommendations

We highly recommend using the "Secure Inputs/Output" functionality in your flows so no sensitive information is visible as clear text. Additionally, Azure Key Vault can be used to store secrets, passwords and so on and easily integrates in your flows.

Getting started with your connector

• For calling the dox42 document generation, insert a query string generated in the dox42 Server Designer application, when designing your Flow. For further information follow our dox42 custom connector documentation: https://www.dox42.com/Download/dox42_dox42Connector.pdf

• An example for such query string is:

  Operation=GenerateDocument&DocTemplate=c%3A%5Cdox42Server%5Ctemplates%5CHelloWorldTest%5CHelloWorld.docx&InputParam.name=World&ReturnAction.Format=txt&
  

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

dox42 Service Call