Docusign integration with Dynamics 365

Hello ​@Containers,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and want to assure you that we are fully committed to providing you with the best service possible. 

I understand your concern about the Dynamics 365 application and I sincerely apologize for the inconvenience caused. 

Upon further reviewing, I have identified that this is a known issue and we are tracking this as Bug: DYN-2915. Please be assured that our team is working diligently with Microsoft to resolve the issue as soon as possible. 

For the time being, here's the workaround: You can go to the old settings UI and view the Docusign links by adding the suffix ?settingsonly=true#997408709 to the dynamics URL.
Below is the example URL:
https://gopicrm.crm.dynamics.com/main.aspx?settingsonly=true#997408709

 You mentioned you have contacted support, may you please share the case number with me via DM? Please do not reply here with any PII as this is a public forum. Thank you!

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello ​@Containers,

I hope you are doing well. 

Just checking if you able to provide the Case number that I previously requested? If so, please do send to me via DM so that I am able to further assist you with your issue. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi Melanie, thanks for replying to our problem.  I have been on leave so apologies for delay.  I will send case number shortly.

The above workaround is not successful.  The shortcuts are also not added to the old UI settings, I have tried in both the new and old.

Regards

 

Hello ​@Containers,

Thank you for providing the requested information. I have sent you a personal message with the new case number.

Please expect someone to reach out. You can reply to the email once a Docusign expert email you with updates.

We sincerely apologize for any inconvenience this has caused you.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.