Introduction
The integration between GetAccept and Microsoft Dynamics 365 is a solution package that is developed by GetAccept. It allows you to create Deal Rooms and to send documents to a recipient for electronic signing. |
Existing Customers
Existing customers that have previously installed GetAccepts integration without using our listing on the Microsoft AppSource Marketplace (Shared zip file) are strongly recommended to install in a sandbox environment first. You may keep the previous integration while validating the new integration works as expected. Migration steps are detailed below.
Prerequisites & Recommendations
The GetAccept integration only supports Microsoft Dynamics 8.2 and higher
How to Install
To install and configure the integration. Please follow the instructions below.
Note: You have to be an administrator in Microsoft Dynamics to be able to install the integration.
Go to the Microsoft AppSource Marketplace page for the GetAccept integration found here
Note: You can access the GetAccept integration from PowerApps by selecting Solutions, followed by selecting Open AppSource, and searching for GetAccept
Click "Get it now"
Confirm your details
You will be redirected and asked to select the environment where you would like to install the Solution
Click Install
From Power Apps, select Tables from the left hand menu
We will be selecting where the integration will be enabled. In this example we will set up the integration to work from the Account object. You are able to enable the integration from the object you prefer.
Select Forms from the Computer Experience menu
Select Accounts from the list
Add GetAccept to the Accounts page
Click on New TableColumn
Name the new column Getaccept
Click the Getaccept Tab
Click Components
Select view/show
Click webresource and write ga_ to view Getaccept component
Go to an Account in your MSD environment
Open the GetAccept tab and log in to the integration with your GetAccept credentials
Note: You need to be an admin in GA
Click the menu in the top right of the integration
Select Settings
In the General tab, click Create new settings
Each row will be created as a setting
In the future, if new settings are added, you would click on Reset new settings to add those settings
If you have installed the integration outside of the AppSource Marketplace, skip this step and refer to the migration steps for settings below
Click Back to return to integration home screen
Send a test Deal Room or Contract
Log in to GetAccept
Steps 23-25 are only for Enterprise customers
Enables our Event Sync capability where events in GetAccept may automatically update MSD, this includes capturing recipient filled data and populating fields in MSD
Click Settings in the right hand menu
Select Integrations
Click Connect below the option for Microsoft Dynamics
Enter the domain name for your MSD environment
Click Save
MSD is now connected and our Event Sync feature is enabled
Migration of settings for existing customers
For customers that have previously installed the GetAccept integration for Microsoft Dynamics outside of the AppSource Marketplace, you will need to Migrate your old settings to work with the new integration.
Go to an Account, or other MSD object, with the GetAccept integration enabled
Open the GetAccept tab and log in to the integration with your GetAccept credentials
Note: You need to be an admin in GA
Click the menu in the top right of the integration
Select Settings
In the General tab, click Create new settings
Each row will be created as a setting
In the future, if new settings are added, you would click on Reset new settings to add those settings
In the General tab, click Migrate old settings
Click Back to return to integration home screen
Send a test Deal Room or Contract
Note: We’ve aimed to support all migration case, but it’s possible that we have missed some scenarios. If that’s the case, an admin will receive an error message of what migration issue was found.
If that’s the case, we added the button Reset new settings, which can help the admin empty all the setting rows, just in case there was any corrupted setting added. If there are issues with the migration, the may have to slightly reconfigure the migrated settings, or worst case, manually create a new setting. Reach out to our support team if required during the migration steps.