One of the issues that I faced during my work with Adobe Sign for Microsoft Dynamics 365 is getting the Agreement status updated. Real-time Adobe Sign Agreement status update was not possible before Adobe introduced the use of Power Automate to update Dynamics 365 when an action occurs in the Adobe Sign account.
For detailed instruction on how to install Adobe Sign for Microsoft Dynamics 365 trial and for the official guidelines on the integration.
Real-time Adobe Sign Agreement status update using Power Automate
From Power Automate https://flow.microsoft.com/ potal, select the environment where Dynamics 365 is hosted. Then, from the “Template tab” search for
Add Power Automate template
To add the template we have to have an Adobe account, either paid or trial account is needed. To obtain a trial account, check the previous post.
We will have to sign in to Adobe sign and allow access to allow access for the Adobe Sign account from Power automat to update the agreement status instantly.
Confirgure the Power Automate template
Name the trigger step
According to Adobe instructions, we will have to change the name of the Adobe Sign trigger (When the state of an agreement changes).
The trigger name according to the Adobe instructions should be “Real Time Status updates for Adobe Sign”.
I don’t know if this setting is a must but it is easier to follow the instructions to ensure that there is no dependency that might require a specific name.
Set the Dynamics 365 environment
There are two classical Dataverse actions.
- Get Regcord
- Update record
Set the environment to where Dynamics 365 is hosted.
Do not use the “Current” option, this what I was told by Adobe Sign support.
Now, Dynamics 365 agreement will get updated insentantly when the receipent interact with the document.