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Using Agreements in Dynamics 365

New Here ,
Jan 30, 2019

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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:

  1. where a Sales person creates an Opportunity record in Dynamics, plus adding Opportunity lines (which lists the products the customer is interested in).
  2. the Sales person uses the Send for Signature embedded mechanism of Adobe Sign to choose the relevant Sales Agreement template
  3. 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

Hi Rean,

As you have a query related to Adobe Sign integration, you may refer to this help document Integration reference guides | Adobe Sign

If you have any questions regarding the integration, I would suggest you contact the Adobe Sign pre-sales team.

For testing purpose, I would suggest you register for the free Developer Edition of Adobe Sign.

Please make sure that you register the account with an email address which does not have any Adobe Sign account linked with it.

The settings for integration are not enabled by default in the free Developer account.

I would recommend you contact Pre-Sales team to get the settings enabled.

They will be able to provide pre-sales technical assistance to you.

Please refer to this link Adobe Sign plans for individuals and businesses | Adobe Document Cloud to get in contact with them.

Hope it helps.

Let us know if you need any help.

Regards,

Meenakshi

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Using Agreements in Dynamics 365

New Here ,
Jan 30, 2019

Copy link to clipboard

Copied

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:

  1. where a Sales person creates an Opportunity record in Dynamics, plus adding Opportunity lines (which lists the products the customer is interested in).
  2. the Sales person uses the Send for Signature embedded mechanism of Adobe Sign to choose the relevant Sales Agreement template
  3. 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

Hi Rean,

As you have a query related to Adobe Sign integration, you may refer to this help document Integration reference guides | Adobe Sign

If you have any questions regarding the integration, I would suggest you contact the Adobe Sign pre-sales team.

For testing purpose, I would suggest you register for the free Developer Edition of Adobe Sign.

Please make sure that you register the account with an email address which does not have any Adobe Sign account linked with it.

The settings for integration are not enabled by default in the free Developer account.

I would recommend you contact Pre-Sales team to get the settings enabled.

They will be able to provide pre-sales technical assistance to you.

Please refer to this link Adobe Sign plans for individuals and businesses | Adobe Document Cloud to get in contact with them.

Hope it helps.

Let us know if you need any help.

Regards,

Meenakshi

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Questions Need Help

Views

138

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Adobe Employee ,
Jan 31, 2019

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Hi Rean,

As you have a query related to Adobe Sign integration, you may refer to this help document Integration reference guides | Adobe Sign

If you have any questions regarding the integration, I would suggest you contact the Adobe Sign pre-sales team.

For testing purpose, I would suggest you register for the free Developer Edition of Adobe Sign.

Please make sure that you register the account with an email address which does not have any Adobe Sign account linked with it.

The settings for integration are not enabled by default in the free Developer account.

I would recommend you contact Pre-Sales team to get the settings enabled.

They will be able to provide pre-sales technical assistance to you.

Please refer to this link Adobe Sign plans for individuals and businesses | Adobe Document Cloud to get in contact with them.

Hope it helps.

Let us know if you need any help.

Regards,

Meenakshi

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Translate

Translate

Report

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