Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have an action for docusign that generates a quote from the Quote entity and then displays the prepare screen for the user. I would like to have a way to post a note on the Quote and opportunity when a Docusign Quote is sent, however, i have no way of checking if the user, in the prepare screen, clicks send or cancel and as such, the note will post either way. Is there a way for me to see if the document was sent?
My appologies, i have found the solution to my problem.
Solution: Create another independent workflow on the DocuSign Transaction entity, triggered when the Envelope Status Field Changes. Check if the envelope status field is "Sent" (No quotation marks, just type the word Sent into the text box) and if the Quote lookup field contains data. If so, create a post on the Quote in the quote lookup field.
Hope this helps anyone else who has this issue
Business Applications communities