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Automating Quote Processing in D365 CE with Docusign and Power Automate: A Custom Email Workflow


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I'm integrating D365 CE with the Docusign Power Automate Connector and aim to automate a sequence of actions triggered by the creation of a quote in D365 CE. Specifically, the workflow should: generate a PDF version of the quote, produce a link for signing the PDF document, and send this link via an email through Exchange rather than using Docusign's default email service. Is this process feasible?


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