Using Agreements in Dynamics 365
Hi there
I'm in the process of trialing Adobe Sign within Dynamics 365 (Online).
One of the main ways we're hoping to use Adobe Sign, is:
- where a Sales person creates an Opportunity record in Dynamics, plus adding Opportunity lines (which lists the products the customer is interested in).
- the Sales person uses the Send for Signature embedded mechanism of Adobe Sign to choose the relevant Sales Agreement template
- the Sales person is presented with the Adobe Sign New Agreement screen where they complete the last few relevant fields; then send the agreement
I get how to (by using Data Mapping) get values from the Opportunity to automatically populate the agreement.
What I'm not clear on, is whether it is possible to map a table listing the Products from the Opportunity Lines within the agreement.
Anyone been able to do this or can point me in the right direction? I've not been able to find any documentation that describes this.
Thanks very much
Rean
