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Customer experience | Sales, Customer Insights,...
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How to use Workflows to take an email address as an input and determine which Contact to update

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Hi, 

We are using the DocuSign integration with D365. Our DocuSign envelope has multiple recipients. I need the Workflow to look at the email addresses of the recipients and determine which Contacts to update. I have no experience with creating custom activities. Can someone point me in the right direction please? 

Thanks 

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You can start here - learn.microsoft.com/.../tutorial-create-workflow-extension

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