+1Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integration
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed.
I already created the DocSign User record, and User Validated already set to Yes.
Thank you
Best answer by Alejandro.Ramos
Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that this error is preventing you from successfully creating a new envelope through your Dynamics 365 integration, but I will help get to the root cause of the issue.
There are certain cases in which the user connection between the Dynamics and DocuSign user could have been broken or missing altogether.
To confirm if this is the culprit behind the error, please try going to a DocuSign enabled entity and clicking "Go To DocuSign" from it ("..." button in the ribbon). That should re-establish the association between CRM and DocuSign. Workflows don't do this automatically for you, so it is a good starting point.
If this option fails, please try to ensure that the following requirements have been met:
Fill out your Account Name on your DocuSign account (this can only be done by an administrator in Settings>Account Profile).
If non of the troubleshooting steps shared in this comment helped solve your issue, we will need you to share any relevant Dynamics 365 logs, along with your DocuSign user’s API logs so we can take a closer look at the issue. Please take into consideration that posting these logs as part of this community post would violate the Community Guidelines, if needed, share them as part of a new support case.
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that this error is preventing you from successfully creating a new envelope through your Dynamics 365 integration, but I will help get to the root cause of the issue.
There are certain cases in which the user connection between the Dynamics and DocuSign user could have been broken or missing altogether.
To confirm if this is the culprit behind the error, please try going to a DocuSign enabled entity and clicking "Go To DocuSign" from it ("..." button in the ribbon). That should re-establish the association between CRM and DocuSign. Workflows don't do this automatically for you, so it is a good starting point.
If this option fails, please try to ensure that the following requirements have been met:
Fill out your Account Name on your DocuSign account (this can only be done by an administrator in Settings>Account Profile).
If non of the troubleshooting steps shared in this comment helped solve your issue, we will need you to share any relevant Dynamics 365 logs, along with your DocuSign user’s API logs so we can take a closer look at the issue. Please take into consideration that posting these logs as part of this community post would violate the Community Guidelines, if needed, share them as part of a new support case.
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello there,
I am facing the Same Issue, while signing and creating an envelope I get an error with the error message:
Could not find a Docusign User entity for the current user - transaction creation failed
I have activated OAuth and I am able to Go To DocuSign via the “Go To DocuSign” Button on the Ribbon.
It seems that only the creating of the envelope fails because I get a Mail from DocuSign that my Document is ready for signing. When logging into DocuSign I can see the Document from Dynamics in DocuSign
Do you have any suggestions and how to proceed.
Cheers
Max
Hi
A warm welcome to the Docusign Community—great to have you here!
We know how inconvenient it can be when things don't work as expected and we're here to provide guidance to help you move forward.
Please reach out to your Dynamics 365 administrators and ensure you were added to the Docusign Users table as explained here 👉 Add and Update Dynamics 365 User Records from the Docusign Users Table
Let us know if you need anything else—we've got you!
Regards,
Melanie | Docusign Community Moderator
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