To benefit the most from this post, you should understand the following concepts:
- Dynamics CRM Workflows
- DocuSign Integration with Dynamics CRM
- DocuSign merge fields and merge-back
I recently experimented with integrating DocuSign with Dynamics 365 — specifically, the merging of data into a DocuSign form and then writing the data back into Dynamics. After reading the DocuSign for Dynamics 365 CRM – 6.1 documentation I found that DocuSign Drop Downs and Radio Button controls are not supported for Dynamics merging and write backs. I started work on a solution that would use a Checkbox field in DocuSign and a Two Options field in Dynamics. I had all my text fields working correctly and assumed it would be straightforward as there were both Boolean fields.
I was disappointed to find out that the solution would not merge. After researching online and trying a few suggestions, I finally decided to add a temporary text field to my DocuSign form and see what Dynamics was putting into it, and found that the value was “Yes.” Then I looked at the form data in DocuSign…and it had the value “X.” I tried replacing the values for “Yes” and “No” in the Dynamics Two Options field with “X” and “O”, but that didn’t work either.
I finally decided to change the “Yes” and “No” values to “true” and “false.”
This time, when the data was merged, the checkbox was checked!
And once the client receives the email, fills out the form, and the .pdf files are sent…this is when the ‘X’ we saw in the form data is used:
Finally, I verified it worked end-to-end by unchecking the box in Dynamics and saving the record:
After firing off the workflow to merge data in DocuSign form, the box is unchecked now:
Send the email off to be filled, check the box and add a new allergy:
Now, wait for the Dynamics envelope status workflow to complete. Check the record and the record will update successfully in Dynamics.
Albeit small, I’m surprised I didn’t find it documented. So if you’ve come across this issue working with DocuSign Checkbox fields and Dynamics 365, I hope this post saves you some time!