Focus: The focus of this self-help article is to provide the steps and information necessary to integrate Microsoft Dynamics CRM with PandaDoc, using Custom Entities you have created in your Microsoft Dynamics account.
Custom entities setup: With the PandaDoc / Microsoft Dynamics integration, you have the ability to setup and use the PandaDoc module in your custom entities.
Installation of PandaDoc in Microsoft Dynamics CRM.
If you have not gone through the installation of PandaDoc in Microsoft Dynamics, click here for instructions.
Setup of PandaDoc inside of your custom entities in Microsoft Dynamics:
Step 1: Create a custom entity in Dynamics. Add the custom entity to the CRM main navigation. If you have not yet created your custom entity, you can use the following steps below.
Step 1a: Open Settings -> Customizations
Step 1b: Customize the System
Step 1c: Select New -> Entity
Step 1d: Enter Name, Display Name and Plural Name and Save. Please note: The entity displayed with show up in Settings Area (Menu)
Step 1e: Go to Forms and open Main form.
Step 1f: Make sure the Iframe is setup with the following:
In the INSERT tab select IFRAME and enter data:
- Name – PandaDoc
- Url – https://app.pandadoc.com/static/microsoftdynamicscrm.html
- Label – any
- Uncheck “Restrict cross-frame scripting”
- Go to Formatting tab and set Number of Rows ~20
Step 1g: Close iframes window and go to Home tab. Click Form Properties.
- Click Add in Form Libraries
- Select and add:
Close Form Properties window. CLick Save. Click Publish.
Step 2: Map entity form fields with PandaDoc tokens per Extensions > PandaDoc Settings
Step 2a: Go to Settings -> PandaDoc Settings
Step 2b: Click +Add Entity, select just created entity, click Save
Step 2c: Select tokens and save mapping.
Step 3: Navigate to the custom entity and create a new record.
Step 3a: Go to Settings -> Custom Entities
Step 3b: Click New to create new instance of the entity
Step 4: Make sure the custom entity has a create record form with a PandaDoc related documents view.
Step 4a: Enter field values:
i. Make sure that you are logged into your PandaDoc account
ii. Refresh the page to see PandaDoc loaded.
Step 5: Setup of PandaDoc Templates to be used 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 “Tokens”.
Step 5-A: Use of PandaDoc Roles and templates to import Contact information. With the use of PandaDoc Roles, we can import contact information from custom entities: First Name, Last Name, Email Address and Company. Click here for more details about how to use PandaDoc Roles.
Step 5-B: Setup your tokens to pre-populate your documents with data.
Tokens are very helpful timesavers that will auto-fill information from an entity into a document. Learn more about tokens here.
To find the token values in the PandaDoc module in Microsoft Dynamics. Find the PandaDoc module, Click on the Green gear icon and click on Tokens.
Use the tokens and add to your PandaDoc templates.
Step 6: Create a PandaDoc document from the new record and Show tokens from the new custom entity record populating the affiliated document
Step 6a: Click Create new document, select a template and see tokens’ data filled with instance values.
Step 7: Team Permissions to gain access to the PandaDoc integration. In MS Dynamics > 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.