Hi Steve... Where can I find your videos about how to set up Adobe - CRM integration, data mappings and templates? I have gone through your video playlist and haven't found anything that would help me with all of these stuff's :/
Hi Steve, can you comment on the fact that you cannot add a document to the Dynamics 365 implementation from SharePoint please? Such a massive fail and completely misses the benefits. At present we have to download documents and re upload them into the signing process. I cannot believe that you guys missed that. I look forward to your comments and you can find me at @kerryburn on twitter if a private chat is easier
Hi Kerry, our integration with Dynamics is actively being worked on, and receives lots updates. This is something I can flag and look to get added to the roadmap, I agree it would be useful. As a workaround, have you looked at using Power Automate to attach the SharePoint document to the object automatically in Dynamics. Then have Adobe Sign pick it up from there?
@@SteveWalkerWeb Hi Steve, that sounds perfect, power automate?? you mean power apps and flow, that would work perfectly if there is a template for it?
How did you create template, Do you have any video on creating templates with CRM data mappings?
Hi Steve... Where can I find your videos about how to set up Adobe - CRM integration, data mappings and templates? I have gone through your video playlist and haven't found anything that would help me with all of these stuff's :/
Coming soon! This has been on my list for a while now, I'll get round to recording it soon!
@@SteveWalkerWeb That would be great! Looking forward to it!
Hi Steve, can you comment on the fact that you cannot add a document to the Dynamics 365 implementation from SharePoint please? Such a massive fail and completely misses the benefits. At present we have to download documents and re upload them into the signing process. I cannot believe that you guys missed that. I look forward to your comments and you can find me at @kerryburn on twitter if a private chat is easier
Hi Kerry, our integration with Dynamics is actively being worked on, and receives lots updates. This is something I can flag and look to get added to the roadmap, I agree it would be useful.
As a workaround, have you looked at using Power Automate to attach the SharePoint document to the object automatically in Dynamics. Then have Adobe Sign pick it up from there?
@@SteveWalkerWeb Hi Steve, that sounds perfect, power automate?? you mean power apps and flow, that would work perfectly if there is a template for it?
Very helpful. Thank you.