Issue #
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
-
Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Adobe Acrobat Sign Integrations
- Product Versions and Lifecycle
-
Acrobat Sign for Salesforce
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign Developer Documentation
Adobe Acrobat Sign for Microsoft Dynamics 365: Release Notes provides information about the new features and changes included in the current release of the Adobe Acrobat Sign integration for Microsoft Dynamics 365 CRM.
Acrobat Sign for Dynamics 365 v9.6.2.0 Online
Acrobat Sign for Dynamics V 9.6.2.0 is a minor version update focusing on fixing known issues.
Resolved issues
|
Description |
---|---|
30624 |
Fixed the issue where Dynamics 365 Sales Integration failed with unexpected integration key. |
Acrobat Sign for Dynamics 365 v9.6.1.0 Online and On-Prem
Acrobat Sign for Dynamics V 9.6.1.0 is a minor version update focusing on fixing known issues.
Resolved issues
Issue # |
Description |
---|---|
30156 |
Fixed the issue where the Signed Document Preview tab was not shown to the users. |
30171 |
Fixed the issue where adding recipients in the Agreement Template was impossible while using the new UI. |
30409 |
Fixed the issue where the order of documents did not change automatically. |
30501 |
Increased the number of Entity attributes supported in Data Mapping. |
Acrobat Sign for Dynamics 365 v9.6.0.2 Online and On-Prem
Acrobat Sign for Dynamics V 9.6.0.2 is a minor version update focusing on fixing known issues.
Resolved issues
Issue # |
Description |
---|---|
29502 |
Fixed the issue where the recipient's completed column shows incorrect status when an agreement is delegated. |
Acrobat Sign for Dynamics 365 v9.6.0.1 Online and On-Prem
Acrobat Sign for Dynamics V 9.6.0.1 includes a new 'Block Agreement Document Access'
admin setting that allows you to prevent a signed document copy from getting saved on the Microsoft Dynamics environment.
For details, refer to the topic Implement custom settings in Adobe Acrobat Sign for Microsoft Dynamics 365 online: Installation Guide.
Resolved issues
Issue # |
Description |
---|---|
27446 |
Fixed the issue where agreements in Dynamics 365 did not reflect a 'Completed' status for recipients even after they complete the signing process. |
Acrobat Sign for Dynamics 365 v9.5.10.0 Online and On-Prem
Acrobat Sign for Dynamics V 9.5.10.0 includes access to a trial account for Acrobat Sign for Microsoft Dynamics, along with fixes to the following known issues.
Resolved issues
Issue # |
Description |
---|---|
23036 |
Fixed the issue where an agreement's status failed to change from 'Draft' to 'Signed' even after the agreement is signed. |
25449 |
Fixed the issue in localized versions of a Recipient list where the strings (Yes, No, and n/a) under the field Action Completed were not getting localized. |
25865 |
Resolved the issue where the Dynamics workflow failed with an 'Object reference not set to an instance of an object' error. |
Acrobat Sign for Dynamics 365 v9.5.9 Online and On-Prem
Acrobat Sign for Dynamics V 9.5.9 is a minor version update with a focus on fixing known issues.
Resolved issues
Issue # |
Description |
---|---|
23186 |
Fixed the issue where the 'Customer' field in Customer Service Hub did not look up Accounts when the Adobe Acrobat Sign package is installed. |
24662 |
Resolved the data-mapping error that occurred while updating fields from the same entity. |
25039 |
Fixed the issue where an agreement's status did not match the Audit Report and manually updating the status resulted in an error message. |
25232 |
Fixed the issue where the status of an agreement did not update from 'Out for Signature' to 'Signed' even after the signer signed the agreement. |
Adobe Sign for Dynamics 365 V 9.5.8
Online and On-Prem
Adobe Sign for Dynamics V 9.5.8 is a minor version update with focus on fixing known issues. Note that the classic UI is no longer supported with the release of v 9.5.8.
Resolved issues
Issue # |
Description |
---|---|
22286 |
Fixed the issue where duplicate agreements are generated when running Dynamics 9.3.7.0. |
22367 |
Fixed the Dynamics online error where the Action field displays 'No' for a signed agreement that is sent using 'one-click send'. |
22579 |
Improved performance of Data Mappings that reference to many related entities. |
22715 |
Fixed the issue where users are not able to upgrade the Adobe Sign package in Dynamics On-prem. |
22755 |
Fixed the issue where users are not able to create a template and save it without a password. |
22772 |
Fixed the issue where changing the authentication to a method other than the default Email resets back to Email. |
22835 |
Fixed the issue where upgrade from Dynamics OnPrem 8.0.0.2 to 9.5.4.0 fails due to missing components. |
22873 |
Dynamics online now shows the agreement status even without the need to click the 'Update' button. |
22879 |
Fixed the error in importing solution into organizations with non-default date/time format. |
22902 |
Fixed the Adobe Sign CreateAgreement plugin's timeout error. |
22925 |
Fixed the error where user are blocked from sending agreements after upgrading to v9.5.4.0. |
22953 |
Fixed the error where redudant user association is created for existing and provisioned users. |
22964 |
Fixed the issue in the integration with Adobe Sign app. |
22996 |
Fixed the issue where on-prem Dynamics failed to do a clean install for V 9.5.5.1 or upgrade to V 9.5.5.1. |
23042 |
Fixed the on-prem Dynamics error in creating a new agreement. |
23058 |
Fixed the issue that blocked the users from upgrading Dynamics Online 8.0.0.2 to 9.5.4.0. |
23080 |
Fixed the UI error caused when the browser tab is refreshed while sending an agreement. |
23119 |
Error messages now indicate the reason for failed sending. |
Adobe Sign for Dynamics 365 V 9.5 Online and On-prem
The 9.5 update provides interface changes in the Home page for online environments, and the New Agreement and Admin Settings pages for both online and on-premises organizations.
UPDATED HOME PAGE
The Home landing page (online version only) has been updated to provide a cleaner interface, with direct access to the most recently updated agreements owned by the user.
UPDATED Admin settings PAGE
The Admin Settings page has been streamlined to better expose the options for administrators.
UPDATED New Agreements PAGE
The New Agreement page has been updated to consolidate the security settings into the Options panel and remove legacy controls.
An Add me button has been added to the recipient's section. This option adds the current user to the agreement's recipient list.
Add me also allows the user to create an agreement for only the creator to sign, allowing for internal templates like time-off requests.
Additionally, the Authentication method can now be edited in the agreement interface by clicking the field and selecting the new method from a dropdown list.
Signed/approved agreements provide information on the current status and next steps at the top of the recipient section:
New Workflow Activity: GetAgreementId
GetAgreementId is used to get the IDs of agreements that are not created from within a workflow.
This Activity enables a user to create a workflow (using GetAgreementId as the first step) to return an agreement ID that can be used in subsequent steps (add recipients, add documents, etc.), providing a means to automate agreement manipulation when an agreement is created from the new agreement UI.
Resolved issues
21160 |
Improved data mapping processing speed for agreements with 50+ fields |
21962 |
Fixed an issue where the "Send report for Signature" option would not appear when "All Languages" is selected |
22094 |
Corrected a timeout error when a very large number of fields is present on a document |
22126 |
Fixed an issue where the Send report for signature option would not show up on custom entities |
22135 |
Fixed an issue that blocked dynamic values from being used in the Agreement subject and message in templates |
22297 |
Improved interaction with templates to support sending all template documents or just the active ones |