I am trying to get Quote and Product entity data fields from D365 into DocuSign Template but when creating a process in D365 you can only choose a single entity like Quote so I can Merge Quote data fields but not able to Merge Products data fields related to the Quote during the Create a New Dynamics Process step using the guide Merge Data Fields from Microsoft Dynamics to a Docusign Template
How can I achieve this any idea?
Hello
Thank you for reaching out to the Docusign Community.
To clarify, are you using the Dynamics 360 with Sharepoint? Is this the first time trying to achieve this? If not, was it working before? Are you the only user having this issue?
Can you provide your email address and account number via a DM?
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.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hi Christopher, we use Dynamics 365 Sales online App and its native integration with DocuSign. I am not sure of the Plan but this is our Organisation URL: https://operations-magnavox.crm11.dynamics.com/ will you be able to let me know what plan are we on?
We have never used this type of automation so this is first time trying it.
Account Name
Clarion Events
System User
DocuSignPROD@clariongamingdigital.com
Account ID
<removed>
Environment
Eu
User
Benhur.Dias@clarionevents.com
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