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January 6, 2021
Question

Dynamics CRM Integration Duplicate Entities

  • January 6, 2021
  • 0 replies
  • 269 views

I'm using Adobe Sign with Dynamics 365.

 

When I am in the Data Mapping where I can map CRM data to the Adobe Sign Agreement, in the "Attribute" dropdown, I see some related entities and the associated fields twice. For example, if my primary entity is Opportunity when I drop down the Attribute dropdown, I see account listed twice. I only have one lookup relationship to the account. I've seen this same behavior in two different orgs.

 

If I select the fields from the first list of Account (Account) fields, they do not show up in my document pre-filled, but if I choose the second list of Account (Account) fields, they do appear. Below is a screenshot illustrating what I'm seeing duplicated (although you can only see it once in the screenshot).

 

Am I doing something wrong, or is this a bug?

 

 

 

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