Highlighted

Dynamics365 Reports

New Here ,
Aug 11, 2017

Copy link to clipboard

Copied

I am trying to figure out how to get a report in Dynamics CRM 365 to go out through adobe sign, (send signature). I have an Order report "SalesOrder" built in Dynamics cant seem to figure out how to select that to be sent for e-signature. When I go into the Data mapping form I don't see anything that would relate the mapping to the actual "SalesOrder" report I have built in dynamics.

Topics

Questions Need Help

Views

84

Likes

Translate

Translate

Report

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

Dynamics365 Reports

New Here ,
Aug 11, 2017

Copy link to clipboard

Copied

I am trying to figure out how to get a report in Dynamics CRM 365 to go out through adobe sign, (send signature). I have an Order report "SalesOrder" built in Dynamics cant seem to figure out how to select that to be sent for e-signature. When I go into the Data mapping form I don't see anything that would relate the mapping to the actual "SalesOrder" report I have built in dynamics.

Topics

Questions Need Help

Views

85

Likes

Translate

Translate

Report

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

Have something to add?

Join the conversation