We have installed docusign solution in Dynamics 365 and can create documents that are signed correct.
The issue we currently have is that we don't get status updates to Docusign transactions in Dynamics 365 unless we manually click "update statuses" in Docusign.
It says it should do this automatically in the documentation but it doesn't seem to work. This is btw. only a trial at the moment untill we are sure we can use it with responses back to Dynamics 365.
Does anyone know what could be missing. If we can publish the status messages by clicking "update statuses" the "link" between Dynamics 365 and Docusign should be ok.
Hope someone can point us in the right direction here, thanks :)
I found that the DocuSign built solution for Dynamics integration just wasn't good enough, and ultimately we built a custom integration to the DocuSign API running in Workflow, and then launched an azure hosted web service to listen for the call backs and automatically update our CRM records. Also wasn't impressed with Docusign pricing, and honest would recommend finding an alternative provider.
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We have a software extension for Dynamics 365 Business Central. I want to integrate our product with DocuSign. Where should I start looking? I have been searching online for the past couple of days and I haven't found anything explaining how a C/AL developer can bring the DocuSign features into their code.
Looking forward to hearing your suggestions.
Thanks!
I would recommend you to reach to our sales team or call 1‑877‑720‑2040 to speak with a sales representative now
https://www.docusign.com/contact-sales
I can't find the Docusign Connector thing anywhere; what little info I could find in writing seemed to state it could be found under Admin, but not where. Please don't refer me to a video unless it's only about what I'm asking; it's an accessibility issue for me.
I'm trying to get a google doc signed by someone; apparently I either need to set up the Connector thing or convert to a pdf? I'm very confused by the videos in lieu of an actual how-to with links and words and stuff.
You need DocuSign for Google Drive.
https://www.docusign.com/partner/docusign-google-drive
https://gsuite.google.com/marketplace/app/docusign_esignature/66351547828?hl=en-US&pann=cwsdp
That would enable you to sign a Google Doc directly.
DocuSign has an off the shelf product for using DocuSign from Google Office apps.
DocuSign also has the Connect feature which provides webhook notifications to your API program when various events occur with your DocuSign envelopes. For example, you can ask to have your software program notified when envelopes are completed (completely signed and finalized). To use DocuSign Connect, goto the eSignature Administration tool and look for Connect in the Integrations section of the righthand navigation column.
Some DocuSign account plans don't include the Connect feature, so it isn't always there. Talk to DocuSign sales if need be. Remember that the Connect webhook system is for developers.
I am using DocuSign Open API'S to generate a report. Can anyone suggest which API I should use, if any?
I have tried to execute the API from DocuSign but a report API is not available.
Thanks in advance.
DocuSign does not have an API that allows you to access the web console's Reporting function.
Depending on what you're looking for, you can pull data from the Envelopes API.
DocuSign is developing a Data Feed API that will allow much more in-depth access to information. Data Feed is currently in limited, early access - I would recommend reaching out to your Account Manager or the Sales team if that is of interest to you.
Tirnuagari, these APIs are not yet public, but we hope to make them public soon. I can't promise an exact time frame, but I'll update this thread when I hear something from the team working on this. Thanks for your patience!
I'm trying to use the outlook API to return all meeting rooms from an account in a list.
Is this possible? I can't find it anywhere in the documentation.
Which api call do I have to make?
Thanks
No, the Outlook API itself does not have this ability currently. However, we are planning to release a beta API for this in the coming weeks. We'll announce it on our blog.
My (smaller) company has an existing Google Apps Deployment, used for E-Mail / Calendar, etc.
I'm looking into a SharePoint setup (2010 most likely). One of the best features is that new events are added to one's Outlook Calendar, e-mails can be sent automatically, etc. Naturally, this works best out-of-the-box with Exchange.
I know I can add my own OpenID login system via an OpenID provider for SharePoint and get my users into the system.
My question is, can anyone recommend the best way to go about making sure that events automatically find their way into users' calendars and e-mails on the Google Apps system?
This would enable us to deploy SharePoint without worrying about migrating our e-mail system to Exchange first (Google Apps is more cost-effective for our needs and I'm required to keep it.)
Thanks in advance for any help!
My experience has been that the Outlook integration is via the user's client not the exchange server. The exchange server isn't aware of SharePoint, at least in the scenario's I've been working with it.
I'm not familiar with Google Apps, but if your users are already in Outlook then you are probably OK. The SharePoint calendar in Outlook shows up as another calendar (not your normal Exchange related) calendar anyhow.
Email shouldn't be an issue since the SharePoint front end/web server sends the emails through whatever SMTP you tell it to.
Hope that helps.
Email won't be a problem - there's nothing exchange-specific about the alerts sent by SharePoint.
Calendars opened in outlook are not actually fully integrated with the outlook/exchange calendar. Outlook is simply able to open calendars from multiple locations for side by side display, so you may not get exactly what you are looking for even with exchange.
For google calendar integration you may find this post useful: http://community.bamboosolutions.com/blogs/mashpoint/archive/2009/01/26/how-to-render-sharepoint-list-data-from-a-google-calendar.aspx
One part of this puzzle is how to setup SharePoint outgoing email.
If you already have a smtp server then no problem - but if not you can't get SharePoint to send directly to mail.gmail.com (or whatever your domain is) as SharePoint can't supply the authentication that google demands.
The solution is to use IIS SMTP server as a relay between SharePoint and Gmail.
http://fmuntean.wordpress.com/2008/10/26/how-to-configure-iis-smtp-server-to-forward-emails-using-a-gmail-account/
We have tried Shetab SharePoint Live Authentication solution that work with other OpenID provider such as Google and yahoo too, much more customizable and interesting solution, the best of it that prevent users to enter invalid e-mails so our SharePoint alert does not send spam mails to unwanted uses. Installation are all automated
http://www.shetabtech.com/english/SharePointLiveAuth