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eSignature in Dynamics CRM 365

New Here ,
Oct 18, 2019 Oct 18, 2019

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Hi,

 

We have entities relation and data flow as below(1 OOB entity(Contact), remaining all are custom entities), we want to collect data from all the entities into one document and send to external users for their esignature.

 

We are looking support for our below questions.

 

  1. Is this 'Adobe Sign' will support to collect data from multiple entities which are interrelated?
  2. Our main application record will have multiple child records, can we have data mapping for all these records into single document?
  3. Do we need to use any other Addon(DocumentCorePack from MSCRM-Addon website) for complex data mappings or AdobeSign itself take care?
  4. Can we get eSignature on only one piece from different user and remaining from main user on same document?  And this one piece data should not visible to main user and vice versa.
  5. Is there any limitations in Adobe Sign for specific to Dynamics CRM 365?

 

Data flow(entities relation in CRM):

 

clipboard_image_0.png

Thanks in Advance!

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New Here ,
Feb 03, 2021 Feb 03, 2021

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I am looking for an answer to your entities relation as well.  Anyone in the Abode community know if AdobeSign can pull in associated table fields into a e-sign form? 

 

Thank you,

Sean

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