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Adobe Acrobat Sign for Microsoft Dynamics 365: Release Notes

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

Issue #

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 (YesNo, 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.

New Home landing page

UPDATED Admin settings PAGE

The Admin Settings page has been streamlined to better expose the options for administrators.

New Admin page layout

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.

New Agreement page layout

Signed/approved agreements provide information on the current status and next steps at the top of the recipient section:

Signed agreement notification

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

Previous Releases

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