Set up GeneralData data source

Many business documents contain repeating data such as company details, user details and others. To avoid including such data you need on almost every document, Docentric CE fills in GeneralData data source automatically when you run a document or DDSP. It pulls values from Power Platform, so there's nothing to configure in Docentric CE itself. Just make sure the right data is in the right place in Power Platform.

Prerequisites

  • You have the appropriate permissions in your Power Platform environment to view and edit business unit records.

Business unit data

Business unit fields reflect the business unit of the user who triggers document generation. To update them, open that business unit record and fill in the relevant fields.

  1. From any app in your Power Platform environment, select the cogwheel icon and select Advanced Settings.
  2. Select Security, then select Business Units.
  3. Select Manage business units in Dynamics 365 at the top of the list.
  4. In the Active Business Units view, find the relevant business unit and select its name.
  5. On the General tab, fill in the contact details such as phone, email, website, and division.
  6. Select the Addresses tab and fill in the Bill To and Ship To address fields, including City.
  7. Select Save & Close.

Company data

Company fields are populated from the root business unit of your Power Platform environment. The root business unit has no parent and represents your organization as a whole. Follow the same steps as for business unit data, but select the root business unit in step 4.

You can also reach the business units list through the Power Platform admin center:

  1. Sign in at admin.powerplatform.microsoft.com.
  2. Go to Manage > Environments, select your environment, then select See all under Business Units in the Access section.
  3. Find the root business unit (the one with no parent) and select its name.
  4. On the General tab, fill in the contact details such as phone, email, website, and division.
  5. Select the Addresses tab and fill in the Bill To and Ship To address fields, including City.
  6. Select Save & Close.

User data

User fields come from the system user record of the person generating the document. This data syncs automatically from Microsoft Entra ID and is managed in the Microsoft 365 admin center. For details on managing users, see Create users in Power Platform.

To check a user's settings in the Power Platform admin center:

  1. Go to Manage > Environments and select your environment.
  2. Select See all under Users in the Access section.
  3. Open the user record to review the details.

Miscellaneous data

Session Date and Session DateTime are filled automatically from the server clock at generation time. There's nothing you need to set up here.