[Editor 2.0] Microsoft Dynamics

Plan availability: Business and Enterprise

This integration will allow you to create, send, and track documents from Opportunity, Account, Contact, Quotes and custom entities from Microsoft Dynamics CRM.

Get more information here

Or watch a short video overview:

Install PandaDoc in Microsoft Dynamics CRM

Use the following URL and go to the Microsoft App Source and click on Get it Now.

Or you can download the package from here.

Supported versions: 2016 and later and Unified interface. Supported version of MS Dynamics on Premise: 2016 8.0.1.0079 and later.

• Choose the organization to install the application (if using multiple organization accounts). Then, you need to “Agree” to Microsoft’s Legal Terms and Privacy statement. Review any policies if needed, check both boxes and click on “Agree”.

• Next, you will see “Manage your solutions” section. Find “PandaDoc Integration” and click on it. It will provide some information about installation, if it is processing and/or completed. Once completed, it will show a “State” of Ready.

If you have downloaded the package as a .zip file from above, you will need to import it manually. Click on the gear icon in the top right corner > Advanced Settings, under Settings > Customization, click on Solutions. In the Solutions tab, click the Import icon and select the .zip file.

Access Microsoft Dynamics CRM entities to review the PandaDoc module

To access the PandaDoc module, open any Opportunity, Account, Quote or Contact record and scroll down to the PandaDoc module. If you see a message to connect, click Connect and log in to your PandaDoc account.

Once you’re connected, you will see a list of related documents to an Opportunity, Account or Contact entity, if applicable.

PandaDoc iFrame shows blank

If you have updated the PandaDoc package to the latest version and not seeing the module inside an entity, follow these steps:

1. Click the gear icon in the top right > Advanced Settings.
2. Under Settings, click Customizations.
3. Select Customize the system.
4. Under Entities on the left, unfold the entity you have added the PandaDoc module to and select Forms.
5. In the forms list, select the form with the "Main" Form Type.
6. Find and double-click on the PandaDoc iFrame
7. Select the Events tab
8. Click Add
9. Add the pandadoc_/Compontents/EntityForms/form.bundle.js Library
10. Specify function initPandaDoc 
11. Save and Publish form changes

Add PandaDoc module to Microsoft Dynamics Custom Entities

Setup the PandaDoc module to be used with Microsoft Dynamics custom entities.

1. Click the gear icon in the top right corner > Advanced Settings
2. Under Settings, click Customizations > Customize the System
3. Select Entities > unfold your custom entity
4. Click Forms and select one with the "Main" form type.

Setting up the Iframe:

In the INSERT tab select IFRAME and enter data:

1. Name – pandadoc – (use lowercase characters).
2. Url – https://app.pandadoc.com/static/microsoftdynamicscrm.html
3. Label – you can pick any.
4. Uncheck “Restrict cross-frame scripting.”
5. Go to Formatting tab and set Number of Rows ~15.
6. Click OK.

Setting up form properties

1. Go to Home tab, click Form Properties.
2. Click Add in Form Libraries.
3. Select and add: pandadoc_/Components/EntityForms/form.bundle.js

Click OK to close the Form Properties window. Click Save and Publish.

Set up PandaDoc Templates to use with Microsoft Dynamics CRM

Next, we need to setup our templates and what data we want to pull from Microsoft Dynamics CRM. In the following sections, we will discuss the setup of “Roles” and “Variables”.

Use PandaDoc Roles to import Contact information

With PandaDoc Roles, we can import contact information (First Name, Last Name, Email Address and Company) from Microsoft Dynamics CRM Opportunity object:

1. Create a Role first: open your template, click Roles at the top, add a Role.
2. Access Role variables: click the variables icon on the right-hand panel, find your role variables (they will have the role name in the beginning), copy and add them to your template.

Set up your variables to pre-populate your documents with opportunity data

Variables will save your time with auto-filling information from an entity into a document.

Here's how to view data that you can send from an Opportunity, Account, Quote or Contact in Microsoft Dynamics CRM to PandaDoc documents. Click on the gear icon in the top right corner > Advanced Settings. Under Settings > Extensions, click on PandaDoc Settings.

Here you can pre-set the data to pass from Microsoft Dynamics CRM. Please note, the data must be set up for each entity separately (in case you are going to create documents from more than one entity) and the data will not cross-populate.

1. Under Configure tokens, you will see the standard entities: Opportunity, Account, Quote and Contact.
2. Click +Add entity to set up data flow for your custom entity.
3. Each entity has its own list of fields that can be sent to PandaDoc. Select an entity you would like to configure, e.g. Opportunity.
4. On the left, check the box next to each field you want to pass, it will be added to the variables/tokens list on the right. Then click on the green button Save mapping.

Now, add variables/tokens to your template. 

1. Go to a Microsoft Dynamics entity, find the PandaDoc panel, click the gear icon > Variables and copy a variable name with the square brackets.
2. Open your PandaDoc template and add the variable on the template.

Passing information from Microsoft Dynamics into PandaDoc (via fields)

You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you don’t need to include square brackets.

In the list of tokens, copy the token without square brackets into Merge field.

Once the document has been sent, the recipient will see the pre-filled data and be able to update this field, provided the field has been assigned to them.

Send product information to your documents from an Opportunity or a Quote 

To do this, add a pricing table to your template, click on Properties at the top of the pricing table, and toggle on the Data merge feature on the right. When you create a document from Microsoft Dynamics CRM( Opportunity or Quote) using this template, product information will be sent to the document (Item name, Description, Price, Discount, Tax, Currency, SKU, Quantity, and custom fields.)

Sending and Tracking your documents

1. Open an Opportunity, Account, Contact or Quote, go to the PandaDoc module, click "Create a new document".
2. Choose your template, proceed with editing your document and send it out.
3. Go back to the record > PandaDoc module and review your document status there.

Removing PandaDoc from Microsoft Dynamics

1. In Microsoft Dynamics, click the gear icon in the top right corner > Advanced Settings.  Under Settings, click Solutions.
2. Check the box next to PandaDoc Integration, then click on Delete. Once done, click OK to confirm the deletion.

Team Permissions to gain access to the PandaDoc integration

In MS Dynamics, click the gear icon in the top right, select Advanced Settings, under Settings > Security > click on Security Roles > Open the Team member Role, go into Custom Entities tab and find PandaDoc Tokens Mapping > Read Permission must be set in order to use the integration.