• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/How to add additional entities to AdobeSign in Dynamics 365

How to add additional entities to AdobeSign in Dynamics 365

295 views 0 Updated on December 23, 2022

This article will handle how to configure DocumentsCorePack (DCP) to use AdobeSign with additional entities in Dynamics 365.

For custom entities, you must add a lookup field on the Adobe Sign entity, so please follow the Guideline of Adobe (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.

Advanced settings in Dynamics 365.
Figure 1: Advanced Settings

Step 2: Select Settings and then Products.

MSCRM-ADDONS.com products in the settings.
Figure 2: Settings Overview in Dynamics 365

Step 3: An “Active MSCRM-ADDONS.com Products” overview is shown. Please choose AutoMerge.

Active MSCRM-ADDONS.com products overview.
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.

An information overview with SettingsKeys.
Figure 4: DCPAdobeRegardingEntitiesSettings-SettingsKey

Step 5: When there is such a Settingskey named DCPAdobeRegardingEntitiesSettings, 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”

If your value doesn´t match the value above, please copy and paste the above value in your KeyValue of your SettingsKey.

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 (don´t use square brackets). Save your changes with the [Save] button on the bottom.

;[entityname]|[lookupfieldname]

Example entity and created lookup field names.
Figure 7: Example EntityName and LookUpFieldName and [Save]-button

To load the new SettingsKey, please stop and start your DCP service.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

Yes  No
Related Articles
  • AssureSign for DocumentsCorePack
  • How to conditionally remove a watermark in DocumentsCorePack templates
  • Document Processing with DocumentsCorePack (DCP)
  • How to activate SharePoint in DocumentsCorePack
  • Fillable PDF forms
  • Document concatenation in DocumentsCorePack 
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • Office Theme Support of DocumentsCorePack
  • AssureSign for DocumentsCorePack
  • Dynamic Document Properties
  • How to conditionally remove a watermark in DocumentsCorePack templates
  • Document Processing with DocumentsCorePack (DCP)
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Online Service Configuration
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • How licenses are counted
Categories
  • *News and General Infos* 51
  • Webinars 34
  • Template Designer(DCP 173
  • DocumentsCorePack(DCP 191
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.