Environment

CRM-Dynamics-Dynamics version 6

Question

With the Send Report for Signature functionality, how can we update the template for the function? When you use the function, the agreement that appears says "New Agreement," with no message, and none of the agreement options are set. In other words, is there a way to assign a template to the Send Report for Signature functionality?

Answer

This is not supported. Send Report For Signature in both v5 and v6 is ad-hoc functionality, meaning, you have to go to target record and execute report sending manually.

This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License  Twitter™ and Facebook posts are not covered under the terms of Creative Commons.

Legal Notices   |   Online Privacy Policy