Docusign loses connection to Dynamics 365 CRM

Question

Hello,

We are experiencing issues with Docusign connection to Dynamics 365 CRM dropping off and requiring manual intervention to connect the 2 again, typically after a period of time where users are noticing documents are not sending.

It’s not very often but often enough that it’s becoming a bit annoying for all involved when it happens. I have not seen any reason for the connection dropping, no passwords are changed and re-connecting is simply going to the Docusign settings in CRM and pressing “Connect”

What we really need is some form of alert to us to tell us when the connection has been lost so that we can avoid delays, is there any way to implement this?

marco.tanglao · Answer

Hello ​@G286Thank you for reaching out here in Docusign Community.You need to open a case by following the steps provided in the link below so that our Microsoft team can check this further.Open a case in the Docusign Support CenterIf you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Marco | Docusign Community Moderator

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