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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / DocuSign merge fields ...
Microsoft Dynamics CRM (Archived)

DocuSign merge fields for CRM

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Posted on by Community Member

I am attempting to have information that was previously entered into a record in dynamics automatically transfer to the DocuSign template for customers. I have found a video over merge fields. I entered the data label on the DocuSign template (which I titled as the field from dynamics). I created a process in dynamics and the required merge fields. I feel like maybe I'm testing this wrong or maybe there is more that I need to do on the DocuSign side of this. If anyone has any knowledge on DocuSign or merge fields please share. Thank you for your time.

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  • Community Member Profile Picture
    Community Member on at

    DocuSign has a video over merge fields but it skips steps. They also have a manual which I have read several times. Neither are helping fix the situation.
    Merge Field Video-  docusign.wistia.com/.../5s5d8aaka3
    DocuSign Manual- support.docusign.com/.../ds-for-dynamics-online

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    Community Member Profile Picture
    Community Member on at

    I contacted DocuSign and they told me that you had to have an advanced solutions plan. Also our merge fields was not activated on DocuSign.

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