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Dynamics 365 Integration-Add items to template from Subgrid

New Here ,
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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Dynamics 365 Integration-Add items to template from Subgrid

New Here ,
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.

Topics

Feature Request or Idea, Questions Need Help

Views

234

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
New Here ,
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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