- 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 the Authorization with Dynamics step (online instances only):
If you did that but still do not receive any updates, please get in touch with Oneflow support or use a fallback and turn on auto-sync for opportunities:
- Go to your dynamics instance and open Advanced find.
- Search for the Oneflow Entities entity and open an Opportunity record.
- Set the 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.
Currently, we don't support the synchronization of contracts created in Oneflow or other extensions back to Dynamics.
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.
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.
You can add up to 10 participants to each contract you create through Dynamics extension.
At this moment, you can create up to 10 contracts per opportunity in your Dynamics environment.
You can do this on your Oneflow Settings page.
- Go to Advanced Settings > Oneflow Settings page:
- Proceed to the last step, where you can map the Contact and Account fields we use for participant information to any other fields you like:
At this moment, this is not possible.
If you're a Dynamics developer or have one in your team, then yes! For more details, please refer to the Create your own product mapping with Oneflow (Developers only) article.
If you receive the following message when creating a contract from a custom entity, it means that the record for the entity where you placed the Oneflow widget does not exist:
- Please, create a new record for this entity and save it before creating a contract.
- The Create contract button should display when the new record is created and saved.
If you receive the following message after clicking the Create Contract button on a custom entity record, there is no company or contact associated with your entity.
To fix this, you must select an Account or a Contact directly on the entity page.
If you receive the following message when creating a contract from a custom entity, it means that the corresponding collections have not been enabled for your account.
To enable the collections for your account:
- Go to the Oneflow Workspaces page and set up your account accordingly.
If you don't have access to this page, please contact your Oneflow admin to make this for you.
If you find that the checkbox to select a contact is disabled, and there is a warning sign next to the contact name when creating a contract from a custom entity, this means that some required information is missing for this contact.
The system provides the following validation of contact data required for creating a contract:
Only 10 contacts can be selected for one contract.
The email is valid if it is specified.
The email is specified if the user selects a template with the Email delivery channel or the Email verification two-step authentication method.
The phone number is specified if the user selects a template with the SMS delivery channel or the SMS verification two-step authentication method.
The Phone number is in the E.164 format (country code with '+') if the user selects a template with the SMS delivery channel or the SMS verification two-step authentication method.
If you see the following message when creating a product contract from a custom entity, it means that there are no product tables or several of them in the Oneflow contract template. In this case, products will not be added to the contract.
To resolve this issue, please ensure that the Oneflow contract template contains precisely one Product table section. Please, check out the Create contracts with products section for more information.
Suppose you see the following or a similar message when creating a contract with attachments/PDFs from a custom entity. In that case, it means that there are no Attachment/PDF sections or there are several of them in the Oneflow contract template.
To resolve this issue, please ensure that the Oneflow contract template contains precisely one Attachment/PDF section. Please, check out the Add attachments and a PDF to the contract section for more information.
If you see the following message when creating a contract with attachments/PDFs from a custom entity in the Create contract window, it means that Notes are not enabled for this entity.