Hi Team,I hope you're doing well.I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option.In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added: An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record. A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template. The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected.I came across some information suggesting that merge fields might require an Advanced Solutions Plan, but I’m not entirely sure if that applies to my developer account or if there’s something I’ve missed in the configuration.Could you please confirm whether merge field population via process action is supported on a developer account, and if so, guide me on how to resolve this issue?Any help would be greatly appreciated.Best regards,Farhaan

Issue with DocuSign Merge Fields in Dynamics 365 CRM Process Action

Hi Team,

I hope you're doing well.

I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option.

In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added:

An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record.
A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template.

The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected.

I came across some information suggesting that merge fields might require an Advanced Solutions Plan, but I’m not entirely sure if that applies to my developer account or if there’s something I’ve missed in the configuration.

Could you please confirm whether merge field population via process action is supported on a developer account, and if so, guide me on how to resolve this issue?

Any help would be greatly appreciated.

Best regards,
Farhaan

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Hello @nfarhaanatwork,

Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community. Rest assured that I will do my best to help you.

To address the issue with merge fields not populating as expected, we recommend opening a support case with DocuSign. This will allow our support team to take a closer look at your configuration or if there may be additional steps required.

To open a support case you may follow the steps on this link: Open a case in the Docusign Support Center

I hope you find this helpful. If you believe this response be a useful solution to your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello @nfarhaanatwork,

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

We have same issue. Created a custom action in dynamics used merge fields step. Everything is working fine except data population from dynamics to docusign template.

Any idea how to create templates? Seems somewhere I am doing wrong while creating templates. In documentation they are not metioned anything related templates.

Hello @APGUser,

I hope you’re doing well. We are sorry for not getting back to you sooner.

You may check this link: Merge Data Fields from Microsoft Dynamics to a Docusign Template

Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello @APGUser,

I hope you are doing well. If you found my response to be a useful solution to your question, could you please click the "Best Answer " button at the bottom of the post? It helps other community members who might have similar questions. If you require additional assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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