I updated the contract in Oneflow but it did not update in Dynamics.
Make sure that you’ve authorized your Dynamics environment with oneflow. Go to https://app.oneflow.com/admin/account/extensions/dynamics-crm and proceed with ‘Authorization with Dynamics’ step (online instances only):
If you did that but still do not receive any updates, please contact oneflow support or use a fallback and turn on auto-sync for opportunities:
- Go to your dynamics instance and open ‘advanced find’
- search for ‘Oneflow Entities’ entity and open an ‘Opportunity’ record.
- set ‘Enable auto-sync’ field to ‘Yes’ and save the record :
Now, each time you go to your opportunity record and refresh the form, you’ll be able to see updates for your contract.
I created a contract in Oneflow/with other extension but it did not appear in Dynamics
At this moment we don’t support synchronization of contracts created in Oneflow or through other extensions back to Dynamics.
My template in Oneflow has 2(or more) product tables, can i transfer products from Dynamics into that table?
No, that is not possible at the moment. If you want to transfer products from Dynamics to your Oneflow contract, your template should contain only 1 product table.
My template has 2(or more) pdf/attachment sections, can I still transfer pdf/attachment from Dynamics into that template?
No, that is not possible at the moment. If you want to transfer attachments or expand a PDF from Dynamics to your Oneflow contract, your template should contain only one appropriate section.
How many participants can I add to one contract?
You can add up to 10 participants to each contract you create through Dynamics extension.
How many contracts can I create for an opportunity?
At this moment you can create only 1 contract per each opportunity in your Dynamics environment.
I would like to change the fields Dynamics extension takes participant/party information from, like organization number or a phone/email of participant. How can I do that?
You can do this on your Oneflow settings page. Just go to Advanced Settings and find Oneflow settings page:
Proceed to the last step, where you can map the contact/account fields we use for participant information to any other fields you like:
Can I remap fields for datafields in my template?
At this moment this is not possible
I don’t like the way the products are transferred from Dynamics to Oneflow. Can i change that?
If you’re a Dynamics developer or have in your team, then yes! Feel free to refer to (Developers only) Changing the implementation logic of passing the products from Dynamics to Oneflow. for more details.