Using Adobe Sign in the Dynamics environment, users have the ability to create agreement templates that can pre-configure agreement fields, attach files, and associated that agreement to relevant data mapping. Before we get started with prepare ring agreement Templates we need to first set up the Data Mapping.
Data Mapping enables user to produce accurate Agreements with inserting the correct…
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Agreement Preparation in Adobe Sign using D365
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31st July 2019
Hello Sir,
i went through your post. It helped me a lot in setting up the integration between adobe sign and Dynamics 365.
However I am facing dificulty in mapping ms crm data automatically to fields in document.
I have created document and added mapping with the document fields and crm fields using data mapping.
but when i send document to third party for signing the data from CRM is not getting prefilled in the document.
like contact name, account name, address etc.
Could you please help me in that.