web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... DocuSign for Dynamics ...

Microsoft Dynamics 365 | Integration, Dataverse...

Suggested Answer

DocuSign for Dynamics 365: Can we link the Dynamics 365 contacts as recipients when sending the document for DocuSign?

(0) Share

Report

Report

Posted on by Community Member

Hello Community,

I have set up DocuSign integration with my Dynamics 365 instance to send out document for DocuSign from Dynamics.

However, when sending the document from Dynamics for DocuSign, I am not able to link or see the Dynamics 365 contact records appearing in the address book as the receipts - see sample screen shot below.

Does anyone know how I could use the Dynamics contacts as recipients of the DocuSign email invitation? Is there a setting somewhere I miss that I can enable the Dynamics contacts to be used as the recipients?

Any pointers would be appreciated.

Thank you!

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Pankaj Gogoi 3,177 on at

Like (0)

Report
Copy link

Link copied!

Hi,

Hope this link helps

https://support.docusign.com/en/guides/ndse-user-guide-using-bulk-send

Best Regards

PG

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1

#2

André Arnaud de Cal... 79 Super User 2026 Season 1

#3

ManoVerse 62 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!

Identifying an Org as CDS or Dynamics

Get batch job history log from D365 FO to Power Automate

Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans