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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unified Interface - Do...
Microsoft Dynamics CRM (Archived)

Unified Interface - Docusign - missing send option

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Posted on by Community Member

We are going to start trialing the new Unified Interface with some of our sales people however we have discovered that with our Docusign integration the button generate/create the envelope does not show up on the new UI and just says "No Options Available"

Does anyone know how to resolve this issue?

2555.Old-UI.png

6787.New-UI.png

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I have the same question (0)
  • Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: Unified Interface - Docusign - missing send option

    Well few other users reported issues with ribbon button after the upgrade.

  • Community Member Profile Picture
    Community Member on at
    RE: Unified Interface - Docusign - missing send option

    Afraid not, I’ve already implemented that solution. I guess I’ll have to wait until they can resolve this. I can’t belive I’m the only person in the world that wants the new UI with Docusign!

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: Unified Interface - Docusign - missing send option

    Try updating the unified interface using the method mentioned in the following link and see if that fixes your issue

    www.magnetismsolutions.com/.../dynamics-365-v9-1-enable-unified-interface-ui-updates-on-upgraded-organizations

  • Community Member Profile Picture
    Community Member on at
    RE: Unified Interface - Docusign - missing send option

    Alas DocuSign have not started or can tell me when we can impliment the solution with unified interface - very poor from them

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: Unified Interface - Docusign - missing send option

    Hi

    I think its to do with changes to the Unified Interface Flyout menu.

    Have look at the screenshot below, the same issue reported

    ScreenClip-_5B00_118_5D00_.png

    Please visit the link for detail of the issue.

    https://community.dynamics.com/crm/f/117/t/290716

    You could open the ribbon editor and possibly fix it but then it's a third party solution, they might already be testing solution for Unified Interface

    I would recommend you raise a ticket with them and get the unified version of the solution if you still have the support contract

    Hope this helps

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