This article will handle how to configure DocumentsCorePack to use AdobeSign with additional entities in Dynamics 365.
For custom entities, you have to add a lookup field on the Adobe Sign entity, so please follow the Guideline of Adobe (under point ”Adding custom CRM entities to use Adobe Sign”) to learn how to add custom CRM Entities to AdobeSign.
Here is a step by step description:
Step 1: Open the “Advanced Settings” in your Dynamics 365.
Figure 1: Advanced Settings
Step 2: Select “Settings” and then “Products”
Figure 2: Settings Overview in Dynamics 365
Step 3: An “Active MSCRM-ADDONS.com Products” overview is shown. Please choose „AutoMerge”.
Figure 3: Active MSCRM-Addons.com Products
Step 4: An information overview with “SettingsKeys” is displayed. Please watch out for “DCPAdobeRegardingEntitiesSettings“.
If there is no such “SettingsKey” listed, please create one.
Figure 4: DCPAdobeRegardingEntitiesSettings-SettingsKey
Step 5: When there is such a Settingskey named “DCPAdobeRegardingEntitiesSettings” please click on it and check the value which should be:
“account|adobe_parentaccountid;contact|adobe_parentcontactid;contract|adobe_parentcontractid;invoice|adobe_parentinvoiceid;lead|adobe_parentleadid;opportunity|adobe_parentopportunityid;order|adobe_parentorderid;quote|adobe_parentquoteid;systemuser|adobe_parentuserid;salesorder|adobe_parentorderid”
In case your value doesn´t match the correct value, please copy and paste the correct value in your KeyValue of your SettingsKey.
Figure 5: DCPAdobeRegardingEntitiesSettings with value
Step 6: Now add the name of the entity and the created lookup field according to the syntax to the end of the list (Please don´t use the Square brackets) and save your changes with the [Save]-button on the bottom:
;[entityname]|[lookupfieldname]
Figure 7: Example EntityName and LookUpFieldName and [Save]-button
To load the new SettingsKey, please stop and start your DocumentsCorePack service.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.