Hi @shroom,

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:

• The person installing the integration is an Office 365 Global Admin
• The person installing the integration is the System administrator and a member of the top level business unit in the Dynamics organization
• That the account has an account name. See below on how to do this.

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 @shroom,

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!