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Hi guys,
I have a requirement to integrate docusign with CRM Self service Portal.
To send documents in portal through docusign.
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It is complicated requirement.
The not so complex ways are:
1) If its possible use github.com/.../dynamics-portal-companion-app - companion application, where you can implement docusign .NET server side integrations = and if you are using Azure AD B2C for authentication at the portals - you'll receive really smooth experience.
2) another way is to use "CORS gateway" and mostly Javascript part in CRM portals. It has been described here:
www.docusign.com/.../dsdev-building-single-page-applications-with-docusign-and-cors-part-2
www.docusign.com/.../dsdev-building-spas-cors-react-part-3
Adding Javascript to the portal is not a problem at all, you can do it in multiple ways.
3) there is option to use CRM Plugin and fetchxml liquid templates to mimic client-server communication, but its really complex way, and I belive there are possible problems in communication between plugin and DocuSign api.
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