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?
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 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.
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 have a flow that is triggered when a form is submitted. As part of this flow, it takes the "Respondent's Email" and uses the flow action "Get User Profile V2" to extract the "Given Name" property from email address. This name is then used to send custom emails.
This flow had been working fine for during our trial and development phase. I tried it yesterday with a real user and it has just stopped at this step; "Get User Profile V2". I am getting the "Access Denied" error even if I submit the form myself. I am not aware of anything that has changed. I have done some digging and others who came across similar issues have mentioned an issue with Sharepoint site collection.
Here is a link to another post with similar issue. But my flow is not connected to any Sharepoint site etc.
I am no expert in flow or sharepoint. Could someone please explain what could possibly be the reason for it to suddenly fall on its back.
Kind regards
Did you try recreating the Office 365 Users connection? Definitely it's worth a try. Then you will be asked for choosing it in your flow by all Office 365 Users actions
When comes to possible SharePoint conflict/influence - our MS Flow creator account does not even have an access to main site collection so maybe this is not applicable to each case.
I have similiar issue, for me worked using "Search for user" instead of "get user profile".
how can I create a workflow in Dynamics CRM Online that creates the envelope, add the recipients and then show the DocuSign web resource so the user can choose the document to use in the envelope and apply any available templates, and then click send?
I am sure it will need to be a custom workflow, not 100% sure how to show the DocuSign frame after the envelope creation. Can I use the existing web resource available after the DS solution installation, or would I need to create my own?
See the DocuSign for Microsoft Dynamics guide here
See DocuSign Custom Activities on page 21.