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Find answers to your Microsoft integration questions.

  • 177 Topics
  • 617 Replies
177 Topics
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Newcomer
chainsaw_tomNewcomer
asked in Microsoft
"When envelope status changes" trigger is not fired. How to set connecntion between DocuSign and Power Automate

I’m having an issue where the trigger “When envelope status changes” is not being fired. It seems this is because there’s no connection established between DocuSign and Power Automate. I understand that a connection needs to be set up, but I’m not sure whether this is based on webhooks or if there’s another way to get the trigger working. Any insights would be appreciated!Any links or tutorials on how to set up a webhook to connect DocuSign with the Microsoft Power Platform would be really helpful as well. Thanks in advance!

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Newcomer
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Newcomer
FloSH45Newcomer
asked in Microsoft
Get all Completed documents by Power Automate

Hello everyone, I'm experiencing an issue with an "Until" loop in my Power Automate workflow that isn't functioning as expected. The loop is supposed to continue running as long as the hasMoreResults property in the API response is set to true. Here are the details: Workflow Configuration: I'm using an "Until" loop with the condition @equals(body('Copilot:_List_envelopes_1')['hasMoreResults'],true).The loop has a limit of a maximum of 60 iterations or a maximum runtime of 1 hour (PT1H). API Response: The API response includes the property "hasMoreResults": true, indicating that there are more results available.The response consistently provides only 10 records or envelopes, which are processed correctly. Problem: Despite the hasMoreResults: true property, the loop ends after one iteration and does not retrieve additional results.I've verified that the condition is correctly implemented and the API response is as expected. What I've Tried: Reviewing the loop logic and API response struc

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Community Moderator
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Newcomer
nfarhaanatworkNewcomer
asked in Microsoft
Issue with DocuSign Merge Fields in Dynamics 365 CRM Process Action

Hi Team, I hope you're doing well. I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option. In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added: An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record. A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template. The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected. I came across some information suggesting that merge fields might require an Advanced Solutions Plan, but I’m not entirely sure if that applies to my d

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Community Moderator
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New Voice
nitish555New Voice
asked in Microsoft
Using Power Automate to apply a template to an uploaded document

Hi I am new to DocuSign. I am trying to create a flow in Power Automate which will create an envelope using an existing template and then it will add a document to this envelope while applying the template to the document. It will then add recipients and send out the envelope. I have created the following flow to accomplish this: The issue is that the above flow is unable to apply the template to the added document. The final result is that the added document is appended to the sample document that is already there in the template. The fields are there in the sample document however, the added document does not have any fields. So, it seems like the template was not applied to the added document. Is there a way to apply the template to the added document such that it has all the fields for the recipient. At the same time the sample document in the template should be removed and replaced by the added document. Thanks in advance.

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Newcomer
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Newcomer
SabDevNewcomer
asked in Microsoft
Automating Offer Letter Generation and E-signature in Power Automate with DocuSign Integration

What I’ve Built So Far: I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter. The form contains the following fields: Candidate Name Start Date Offered Salary Signed Return By Date Position Date of Letter These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position. What I Want to Automate: When HR submits the form, Power Automate should: Identify the correct offer letter template based on the position. Populate the template with the candidate's details from Dataverse. Send the offer letter for e-signature using DocuSign. Once the letter is sent, update the "Send Offer Letter" column in Dataverse to "Completed

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Community Moderator
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Newcomer
kumar24sepNewcomer
asked in Microsoft
Is it possible to send Docusign email with the user who initiates docusign from Dynamics 365 crm. The power automate connectors have Account value to fill which expects Docusign Account details and CRM User details cannot be filled there.

The Docusign email should be sent from the business user’s name/email address. Currently Docusign email domain(*****@docusign.net) is sending notification emails to User. This can be updated by creating a custom domain with specific email address. Once custom domain is configured, emails would be sent through custom domain email address. Specfic Requirement : Is it possible to send Docusign email with the user who initiates docusign from Dynamics 365 crm. The power automate connectors have Account value to fill which expects Docusign Account details and CRM User details cannot be filled there. Emails must be send with the business user email id instead of docusign domain or custom domain.

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Community Moderator
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Newcomer
BthompsonNewcomer
asked in Microsoft
Docusign Outlook Plugin gives "Something went wrong" for all users in our organization

Good morning I hope all is well! Seeking some assistance with a DocuSign issue in our environment that is impacting all users who are using the classic desktop classic version of Outlook. Once they click on the DocuSign plugin in their outlook, it doesn’t grab the attachments in the email, so you had to manually add the attachments but when you do that and try to proceed with sign now, you are hit with an error and all it says it “Something Went Wrong” with no other context at all. Interestingly enough, if we have the users on “New Outlook” the DocuSign plugin does work but this opens up another can of worms as the experience in this “New Outlook” isn’t the greatest and is missing out on some key features that our end users to rely on with this being needed for Judges and Public Safety personnel. I do know that this year Microsoft is going to be retiring a number of services and i’m wondering if this could be a result one of those like Oauth? Any thoughts/ideas on this would be greatly

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Community Moderator
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Newcomer
Alexander GrünNewcomer
asked in Microsoft
DocuSign for SharePoint Grant Consent Required

We try to implement DocuSign in our Sharepoint envirenment. According to the knowledgebase the first step is: From a SharePoint document library, select ... > Manage Docusign Administration Settings. The Settings window displays in a new browser tab. But i can’t find this on any document library. Any idea where I can find this? Or where I can do this: To use Docusign for SharePoint, a tenant admin must grant permissions to the app. From a document library, select Manage Administration Settings in the Docusign menu and click Grant consent. Thanks.

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Newcomer
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Newcomer
ArunNewcomer
asked in Microsoft
How to change the Size of Signature through PowerAutomate

I am sending envelope for signature through PowerAutomate. By default signature size is 100%. How to increase the size of signature to 150% through Powerautomate. As I checked I didnt get any option to increase the size in Power automate.

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Community Moderator
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Newcomer
Sai CheedepudiNewcomer
asked in Microsoft
Unexpected Behavior of "List Envelopes" Action in Power Automate (DocuSign)

I am experiencing unexpected behavior when using the List Envelopes action in Power Automate with specific subject filters. There are 400+ envelopes with the subject "ABC DEF - IJ", and the user has full access to all envelopes. When filtering with subject = "ABC", the action returns only 13 records and sets hasMoreRecords = false. When filtering with subject = "DEF", it returns only 14 records and hasMoreRecords = false. The skip parameter does not work as expected, and I still receive only the top 13 records. However, when filtering for envelopes with subject = "XYZ" and using top = 50, the action correctly returns 50 records and hasMoreRecords = true, which is expected. The user is on a Business Pro plan with full access to all envelopes. Given these inconsistencies, I would like to understand: Why does filtering by "ABC" or "DEF" return only a limited number of records despite more envelopes existing? Why does the skip parameter not function correctly? Are there any known limitatio

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Community Moderator
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Newcomer
carmineNewcomer
asked in Microsoft
unable to sign email attachment

Hi All, I am new to docusign and I am just responsible for the end user support for my company. Our docusign admin states that user configuration is correctly done but user is still receiving the below message every time he tries to sign an email attachment. He mentioned user needs local admin rights which I tried without success. Do you know what could be the reason? Thanks

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Community Moderator
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Newcomer
dev99Newcomer
asked in Microsoft
tabs power automate

hi i have a document pdf uploaded thru microsoft forms then gets saved on sharepoint and then goes to docusign. i am stuck at tabs, i want to allow the singature to be placed choice of signator. i choose signature for tab type what else i need? flow is stuck here.

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Community Moderator
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Newcomer
RonaldVDBNewcomer
asked in Microsoft
Change sender to user who triggert the power automate flow

Dear all, I made a power automate flow who create a envelope in docusign. When a user create a contract in dataverse/dynamics 365 CE an envelope is created in docusign. The sender of the envelope is now the owner of the connection in power automate. Is it possible to change the sender in to the person who triggers the flow? Gr Ronald

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Newcomer
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Newcomer
Joe.SmithNewcomer
asked in Microsoft
Power Automate - When a document is signed trigger

I’m using Power Automate to build an automated signing process.I need a flow to run when someone signs a document. I cannot find a way to trigger this.I've tried envelope-sent and others but nothing happens.It’s frustrating I can't find documentation to describe this process which I would've though is a common scenario.

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Community Moderator
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Newcomer
RonaldVDBNewcomer
asked in Microsoft
Power Automate: Change Sender of DocuSign Envelope

Hi everyone, I've created a Power Automate flow that triggers when a contract is generated. It then creates a DocuSign envelope, retrieves the document from SharePoint, and adds it to the envelope. The flow runs under a service account, like all our flows. However, the envelope stays in draft under the service account, making it unusable. How can I automatically change the sender to a specific user within the flow (without manual intervention)? Thanks in advance!

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Community Moderator
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New Voice
MarioMCNew Voice
asked in Microsoft
How to configure Docusign for intune for iOS?

Hi, we are trying to configure “Docusign for intune” app in our environment. I found recent blog articles about the availability of this app: https://www.docusign.com/blog/secure-and-streamlined-agreement-management-with-the-docusign-for-microsoft Manage Agreements On-The-Go With Docusign's New App for Microsoft Intune App | Community but I cannot make it work, as explained in a reply to the post above: when I try, upon opening the app I always get an error “App is not setup”. that means that there is no App Protection Policy applied to the app. While we do have App Protection Policies implemented in our environment (applied to “All apps”), the issue is that “Docusign for intune” app is not in the list of the 168 apps affected by the app protection policies. Neither in the official list published by Microsoft of apps supporting app protection policy: https://learn.microsoft.com/en-us/mem/intune/apps/apps-supported-intune-apps I also found somebody trying to implement some AppConfig key

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New Voice
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Newcomer
FlissBNewcomer
asked in Microsoft
PowerAutomate - get document tabs from envelope. How to get checkbox values?

Hi! We have a PowerAutomate flow configured to create an envelope and add custom tabs. We then have another flow triggered when the envelopes are completed to pick up the returned data to push back into dataverse. When using the action ‘get document tabs from envelope’ the tabs that are checkboxes do not return a value. See example: "tabLabel": "students", "documentId": "25619119", "recipientId": "***Redacted content***", "tabId": "db28e284-ed4c-47aa-b4de-658ee058f059", "tabType": "checkboxTabs", "prefill": false Whereas other tab types such as dropdown does return the value: "tabLabel": "relationship2", "value": "GP", "documentId": "25619119", "recipientId": "***Redacted content***", "tabId": "383072b6-6ef4-4afd-b379-a80c2bbf8849", "tabType": "listTabs", "prefill": false How do I get the submitted value for checkboxes? Hoping someone can help - first time configuring a flow to retrieve the data. :)

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Community Moderator
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Newcomer
NigelFootNewcomer
asked in Microsoft
Trigger condition for PowerAutomate Flow - Docusign - for When an Evelope status changes

Hi Everyone, I am seeking some help with writting a trigger condition for my Docusign flow in Power Automate. I am using the trigger “When an evelope status changes” and have it set to “envelope-completed”. I want the trigger to go off when the Subject starts with “Commercial Proposal submitted - Ringmer - T0079 -”. Could anyone suggest the code that I need to use please? Any help will be greatly accepted. :-) Many thanks Nigel

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Community Moderator
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Newcomer
pkrishnanNewcomer
asked in Microsoft
Docusign Interation with Dynamics

Hi Team, We have currently setup Docusign integration via Dynamics 365 for our client, However we are facing challenges in the below two scenarios and any guidance on the same would be appreciated. There is a Dynamics 365 workflow that we have configured to create an envelope, add sharepoint document to the envelope, add recipients to the envelope with signing order and role. However we are looking for automating the system to update a D365 record when the first recipient signs and then when the second recipient signs. However as per our observation the Docusign transaction envelope status changes to Sent when the email is sent to the first recipient and changes to completed only when second recipient signs. Is there a way to identify if first recipient has signed the document by workflow? We did see that there is a Get recipient status action for power automate, however we are just going simple docusign workflow automation with this one. The saving of document is happening with Email

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Community Moderator
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Newcomer
CMillerNewcomer
asked in Microsoft
List shared envelopes in Power Automate

Hello, I'm working in a automation to get all envelopes in progress from Docusign and send them via Microsoft Teams. But I have an issue when I try to list envelopes, when I use the action “Copilot: List Envelopes” the action only return my envelopes

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Newcomer
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Newcomer
robert.rayattNewcomer
asked in Microsoft
Dynamics 365 Failed to retrieve Docusign URL for this environment

I have setup Docusign App in D365, connected to Docusign Developer/Demo but i am getting following error “Failed to retrieve Docusign URL for this environment” when tried to open Docusign from a linked Entity Record.

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Community Moderator
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Newcomer
LaskoNewcomer
asked in Microsoft
Power Automate Know Limitations - File Size

Hello, According to this page, the file size limit for sending documents to Power Automate is 12MB: https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=kfu1696619437531.html&_LANG=enus Is that still accurate?Is there a workaround? The file size limit in eSignature being 25MB really limits the use of PA in such cases.

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Community Moderator
C
Newcomer
ContainersNewcomer
asked in Microsoft
Docusign integration with Dynamics 365

Hi, We have been using Docusign with Dynamics 365 Sales for a number of years. We had not upgraded from version 6 and recently attempted to upgrade to the current version, which apparently cannot be done without uninstalling version 6 and re-installing to the current. We have now done this many times and in the process No Docusign shortcuts are added to the sitemap. I managed to manually add a URL directly to Docusign and the admin page was then accessible and I set-up the integration. However, for reasons I do not understand, this was not enduring and the connection was once again lost and we cannot access in the same way (by manually adding the URL). I have also attempted logging in through the Configuration page and have attempted to manually add configuration details into the Configuration table, but this has also been unsuccessful. I have contacted support now multiple times and have no response to date. Has anyone else suffered from this issue and found a resolution?

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Community Moderator
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Newcomer
nick911Newcomer
asked in Microsoft
extract attachments from signed envelope

I have a power automate flow that is triggered when a docusign envelope is signed. The flow extracts the information and signed pdf, then saves to a sharepoint library. Is it possible to separately retrieve attachments that the signer has uploaded? i.e. not one long pdf but individual files?

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Newcomer
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Newcomer
PhilipIEXPNewcomer
asked in Microsoft
Power Automate Flow Authentication Timeout

We have a fairly simple Power Automate flow that creates an envelope, adds documents and then sends to Docusign. We can get this flow to repeat multiple times without any issues when testing. But after a period of time (I can’t say exactly when as we don’t run the flow often enough) the account we are using with Power Automate loses connection with Docusign, this causes the flow to fail. I’m not sure if we are missing something really obvious regarding the way we authorising and logging into Docusign.

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