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Understanding contract data stored in Dynamics

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: 

Name

Logical name

Type

Description

Created On

createdon

Date

The date the contract was created.

Active Until

of_activeuntil

Date

The date until which the contract is active.

Cancel Date

of_canceledon

Date

The date the contract was canceled.

Declined On

of_declinedon

Date

The date the contract was declined.

Ended On

of_endedon

Date

The date the contract ended.

Expired On

of_expiredon

Date

The date the contract expired.

Expires

of_expireson

Date

The date on which the contract will expire.

Renewal Date

of_renewsdate

Date

The date on which the contract will renew.

Sent

of_senton

Date

The date the contract was sent to all participants.

Sign Date

of_signdate

Date

The date of signing the contract by all participants.

Starts

of_startson

Date

The date the contract starts.

Owner

ownerid

EntityReference

The contract owner is always the user who created the contract in Dynamics using the Oneflow widget.

Status Reason

statuscode

OptionSet

The status of the contract. Currently, there are five statuses available in Dynamics: 

  • Draft

  • Signed

  • Declined

  • Sent

  • Expired.

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

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