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Automatic Update configuration (OPT) - Admin guide - Microsoft Dynamics 365

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Following guide provides a thorough walk-through on automatic envelopes update configuration within Microsoft Dynamics 365.

Automatic update functionality allows to align Envelopes stored into Dynamics instance according to Envelopes that were generated into eSignAnyWhere. It is implemented using Dynamics Workflow Processes


Open Advanced Settings option

Figure

Description

  1. click the gear Icon
  2. click Advanced Settings


Open Solutions list

Figure

Description

  1. click Settings drop down
  2. click Solutions


Select the eSignAnyWhere connector

Figure

Description

  1. click eSignAnyWhere for Dynamics 2016


Select the workflow to configure

Figure

Description

  1. click "Components"
  2. click "Processes"
  3. click "Namirial Envelope Automatic Update"


Modify workflow parameter (step 1)

Figure

Description

  1. click "Deactivate" (not present in the image, but it has red icon)
  2. click "1 Day" in the timeout step
  3. click "1 Day" and delete its value


Modify workflow parameter (step 2)

Figure

Description

  1. select the desired amount of time *
  2. select "duration"
  3. click "Save and Close" 





*: Dynamics's workflow has some limitations. 1 hour is the shortest update interval time that is supported


 


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