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23Hi everyone 👋,
I need guidance on how to integrate DocuSign with Dynamics 365 Business Central using AL code.
My requirement is:
- Run a report in Business Central
- Convert it to PDF
- Send the PDF directly to DocuSign using the REST API
- DocuSign should email the signer automatically
- Later I want to track the envelope status and download the signed document
I already have:
- DocuSign Account (Developer/Sandbox)
- Integration Key (Client ID)
- Secret Key
- Account ID
- OAuth Token URL
What I need help with:
- How to generate OAuth Access Token from AL (client_credentials flow)
- How to build the envelope JSON in AL
- How to attach a Base64 PDF
- How to send
/envelopesrequest usingHttpClient - Example AL code or best practices
- Any security tips
If someone can share:
- AL code sample
- Folder structure (codeunit, setup table, page)
- API documentation links
- Steps to test through Postman
…that would be very helpful!
Thank you 🙏
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