We and our customers are using Dynamics CRM online and DocuSign integration.
Since the last 10 days our customers are receiving an issue in the GetSignatures workflow step.
The error message is:
DocuSign.DSIntegrationActivity.GetSignatures: System.Exception: Unable to deserialize the returned JSON. Endpoint: GetSignatures.
Error Description: Error checking sharepoint folder for /Opportunity (Unknown) Server Response
{"Error":"Unknown","ErrorDescription":"Error checking sharepoint folder for /Opportunity"}
Our customer has the DocuSign integration solution version 6.2.2.0
Can you please help us to solve the issue?
Thank you
This related to your SharePoint mapping either having been changed or Document Management being setup wrong. You need to go through the process described in this article.
Our customers reported that the issue has been solved.
No update or change is required in Dynamics CRM to fix the issue.
DocuSign fixed the issue on the DocuSign side.
Related
We have a case where we need to retrieve sharePoint Document details for particular record in Microsoft CRM, we need exactly two information from the record which are the filename and regardingobjectid (to whom this document belongs to).
I found this post:
https://mscrm16tech.com/2020/09/09/get-sharepoint-document-details-for-particular-record-in-ms-crm-using-fetchxml/
I followed the same approch and i used the fetchXML in c# console program it worked as expected but the probleme when I created an API in azure APIM which will communicate with dynamics to get the results of the fetchXML, here is the policy that I have created:
When I test the API I get this error message (statuscode 500)
NOTE: I checked the URL in the browser (with the same fetchXML) and it worked without a problem also the authorization token was added successfully! also I get the same problem when I tested it in Postman.
What is the problem? I really don't know what to do here, any help will be appreciated.
We are using Dynamics CRM online and DocuSign integration.
Since the last update to version 6.6 we habe the issue that the status of the DocuSign transaction (Dynamics CRM record) doesn't get updated automatically.
In earlier versions like 6.5 of the DocuSign integration solution the status changed to completed some seconds later after signing the document. And also the signed document is not uploaded to Dynamics CRM or Sharepoint anymore.
We have customers which built workflows and business flows which rely on the status update.
To reproduce the issue open an account record in Dynamics CRM.
Click on the DocuSign button "Sign with DocuSign" and select a document.
You need to have at least one note with a document attached to your account record to use the "Sign with DocuSign" function.
Then sign the document with clicking on the link send to the email address.
Go back to your Dynamics CRM account record.
Click on Related -> DocuSign transactions.
You should see there your envelope which you have sent.
This record should have the envelope status completed as we have already signed the document.
But it has the status sent.
Additionally when you go to the timeline of the account record you would see the sign document.
Both stopped to work since the new version.
Can someone please help to solve the issue?
Wrote this question also to the community.
Update of 27.05.2020: Issue solved by DocuSign
Andrew, this issue is being investigated by DocuSign engineers and a fix should be ready within a week. You may need to update your version of DocuSign for Dynamics 365 when this issue is resolved. I'll clarify this when I know.
I need your help in order to install DocuSign in my Dynamics 365, please.
I am trying to install and configure a DocuSign trial in my Dynamics 365 Demo and I am facing a lot of errors and I can’t finish it.
First of all, I created a new Trial in Docusign Platform
After that, I installed the DocuSign application in my Tenant:
After all of this, I logged in Dynamics 365 using Admin user and I can see the following strange processes in our Dynamics. Could you tell us what these processes are referring to?
On the other hand, I am trying to configure in DocuSign Admin Section > Settings and I face the following error when I try to enable the “Save completed documents to SharePoint” option:
I select the second option:
And the following error is facing: this is the url. Embedded in the url is a stack trace which includes the message:
A potentially dangeraus Request.QueryString value was detected from the Client
I can’t also enable entities:
Please, could you help me?
I founded a lot of libs on GitHub which help to get token.
For example - https://github.com/AleksandrRogov/DynamicsWebApi
But I have no 'authorityUrl' because not using Azure. How I can get token without Azure?
AFAIK, Azure Active Directory (ADAL) is prerequisite to use CRM Web API.
Similar discussion happened in CRM community also.
I am trying to disable the service plans of Microsoft Dynamic CRM online professional through Active Directory Graph API. It responsed with status 200 OK and when I check the response json , everything seems correct. All the service plans are with "capabilityStatus": "Deleted" values.
So it can be assumed that all the services are disabled successfully. But when I check the licenses of the user on Office 365 portal, the last one is not removed as shown per picture below.
Anyone has any idea on it why the service plan is not removed from the license on the portal although the return response status is "success" through the Graph API?
Thanks a lot for your suggestion and help.