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

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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!

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Pankaj Gogoi 3,177 on at

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Hi,

Hope this link helps

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

Best Regards

PG

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