Docentric + DocuSign Signing for D365FO (Power Automate Solution)

This repository contains a Dataverse solution with two Power Automate flows that enable end-to-end document signing for Dynamics 365 Finance & Operations (D365FO) documents using:

• Docentric for metadata-driven printing to SharePoint
• Power Automate for orchestration
• Docusign for electronic signatures

The solution is designed to work with any document printed via Docentric.

No custom code is required on the F&O side.

Read more about this solution in these two articles: Solution showcase and Setup guide.

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What the solution does

At a high level, the solution implements this flow:

1. A document (e.g., PO confirmation) is printed from D365FO using Docentric.
2. Docentric saves the PDF to SharePoint with structured metadata (signer name, email, etc.).
3. A Power Automate flow detects the new file and sends it to Docusign for signature.
4. Once signed, the completed document (including the Certificate of Completion) is written back to SharePoint.
5. The updated document is visible in D365FO as an Attachment (DocuRef) on the originating record.

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Contents of the Dataverse solution

The solution contains two Power Automate cloud flows and supporting components.

1. Flow: Start DocuSign signing process

Purpose
Starts the signing process when a new document is created in SharePoint.

Trigger

• SharePoint: When a file is created (properties only)

Key actions

• Get file content from SharePoint
• Convert file content to Base64
• Create a DocuSign envelope
• Add the document to the envelope
• Add recipient (signer) using SharePoint metadata
• Send the envelope

Notes

• Uses SharePoint metadata fields (e.g., SignerName, SignerEmail)
• Stores the filename as a DocuSign Custom Field so the second flow can identify the file to update

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2. Flow: Process signed document and update file

Purpose
Handles the result of the signing process and updates the document in SharePoint.

Trigger

• DocuSign: When an envelope status changes (Connect) (V3)
  (listening for envelope-completed)

Key actions

• Retrieve signed document from DocuSign
• Retrieve Certificate of Completion (COC)
• Parse Custom Fields to identify the original file
• Update the corresponding file in SharePoint with the signed PDF

Importing the solution

1. Open Power Apps (https://make.powerapps.com).
2. Select the target environment.
3. Go to Solutions in the left navigation.
4. Click Import solution.
5. Click Browse and select the solution .zip file.
6. Click Next, then Next again.
7. Configure connection references:
   • SharePoint connection
   • Docusign (Demo) connection
8. Set the environment variable value for the SharePoint Site URL when prompted.
9. Click Import.

Once the import completes, both flows will be available in the environment.

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After import: what to check

• The flows are enabled
• Connection references are valid
• Environment variables point to the correct SharePoint site and folder
• Docentric is configured to:
  • Print documents to SharePoint
  • Save them as Attachments
  • Populate signer metadata fields

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Disclaimer

This solution is provided as a reference implementation. You are responsible for:

• Validating compliance requirements
• Configuring security and access rights
• Testing in non-production environments before rollout

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Related documentation

• Docentric documentation: https://ax.docentric.com
• Power Automate: https://learn.microsoft.com/power-automate
• DocuSign connectors: https://learn.microsoft.com/connectors/docusign

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License

MIT License