The Oneflow Dynamics extension keeps the key contract data in your Dynamics organization.
You can use it to create dashboards, charts or even create additional customizations on top of our data model.
Oneflow contract entity
All contract data is stored in the Oneflow contract entity in Dynamics.
Below is a complete list of fields stored in your Dynamics organization:
The date the contract was created.
The date until which the contract is active.
The date the contract was canceled.
The date the contract was declined.
The date the contract ended.
The date the contract expired.
The date on which the contract will expire.
The date on which the contract will renew.
The date the contract was sent to all participants.
The date of signing the contract by all participants.
The date the contract starts.
The contract owner is always the user who created the contract in Dynamics using the Oneflow widget.
The status of the contract. Currently, there are five statuses available in Dynamics:
Events handled by the Dynamics extension
After a user creates a contract in Dynamics, some of the updates made to contracts in Oneflow are synced back with your Dynamics organization.
Below is a complete list of events that Oneflow handles for the Dynamics extension:
When the contract is published (sent) to all participants.
When the sent contract is updated and all signatures are reset.
When the contract is deleted in Oneflow.
When the contract is declined.
When the contract is signed.
When the contract expires.
When one of the participants is deleted from the contract.
When a participant opens the contract for the first time.
When a participant signs the contract.
When a participant declines the contract.
You may expect the contract record in Dynamics to be updated when one or more of the events described above occurs to your contracts.
Building charts/views/dashboards with contract data
You can use the fields specified above to build your custom views or charts to analyze your contract data in Dynamics.
To learn how to create your custom views, please refer to the official Microsoft guides: Create or edit a model-driven app view in Power Apps - Power Apps.
Please follow this guide to build your custom charts: Create or edit a model-driven app system chart in Power Apps - Power Apps.
To build dashboards with charts, please check out this link: Track your progress with dashboards and charts in model-driven apps - Power Apps.