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: ***Redacted content*** 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
***Redacted content***
System User
***Redacted content***
Account ID
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Environment
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User
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Hello
Per the community guidelines (https://community.docusign.com/site/terms) we can only provide you with general information, the Account Admin will need to contact Support directly for Billing Inquiries, Account Change Requests, or Feature enablement. To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.
I highly recommend creating a case because I could not find any documentation related to Dynamics 365 Sales online on our end, it would be best to have a Microsoft specialized support review your current configuration.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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