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Dynamics 365 Integration-Add items to template from Subgrid

New Here ,
May 30, 2019 May 30, 2019

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Hello,

I have been using a trial of Adobe sign with a Dynamics 365 demo environment. I would like to use adobe sign to add items from a subgrid on a Dynamics 365 record. As an example I would like to add the Sales Team members from an Opportunity record to an agreement. Is this at all possible? Maybe this can be accomplished with customization to Dynamics? I do not see an option to map data from the subgrid currently in Data Mappings. This is a task that is required to fully automate our agreement process and I have not seen any solutions to this online.

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New Here ,
May 31, 2019 May 31, 2019

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I am able to get around this problem by using MS Flow to create a template document with items from a subgrid. However, I am now faced with a requirement to re-attach the updated template to the Agreement Template record. I have not been able to actually upload a file as an attachment in Flow using the Document entity from the Adobe Sign App in Dynamics 365. does anyone know if this is possible?

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New Here ,
Jan 27, 2022 Jan 27, 2022

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Hi Jeff, 

It appears that this still seems to be an issue 3 years later, or perhaps I just have not found the resolution for this ? I would like to send an Agreement with the primary entity and related entity from a sub-grid all on one form. However, I have not found a way to map them, could you update if you have found a way since then ? 

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