The Oneflow Dynamics CRM integration keeps critical contract data stored within your Dynamics organization.
You can use this data to create dashboards, charts, or even additional customizations on top of the Oneflow data model.
Oneflow contract entity
All contract data is stored in the Oneflow contract entity in Dynamics.
Below is a complete list of fields available in your Dynamics organization:
| Name | Logical name | Type | Description |
|---|---|---|---|
| Active Until | of_activeuntil | Date | The date the contract is active until. |
| Created On | createdon | Date | The date the contract was created. |
| 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 the contract expires. |
| Renewal Date | of_renewsdate | Date | The date the contract renews. |
| Sent | of_senton | Date | The date the contract was sent to all participants. |
| Sign Date | of_signdate | Date | The date all participants signed the contract. |
| Starts | of_startson | Date | The date the contract starts. |
| Owner | ownerid | EntityReference | The contract owner (user who created it in Dynamics using the Oneflow widget). |
| Status Reason | statuscode | OptionSet |
The status of the contract. Possible values:
|
Contract events handling
After a user creates a contract in Dynamics using the Oneflow widget, updates made in Oneflow are automatically synced with your Dynamics organization.
Below is a list of contract events handled by the Oneflow integration:
- When the contract is published (sent) to all participants
- When a 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 a participant is removed 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
|
NOTE The contract record in Dynamics is updated whenever any of the above events occur in Oneflow. |
Analyze contract data
You can use these fields to build custom views or charts to analyze contract data within Dynamics.
Refer to the following Microsoft guides for more information: