The Incoming Data tool makes it easy to select which fields from Microsoft Dynamics you want to have available in your Octiv documents. Use the Outgoing Data tool to push information from Octiv back into Microsoft Dynamics. You can set this to trigger according to a number of different events and to push data into any editable field within your Microsoft Dynamics account.

Incoming data

Use these steps to select all of the fields you wish to pull into Octiv documents:

  1. From your Account Settings view, click Integrations.
  2. Click Microsoft Dynamics.
  3. Scroll down to Manage Data.
  4. Select the entity that you will use to launch Octiv documents from the Select Launching Entity menu.
  5. Select an object, and all possible fields show up.
  6. Check off the fields you would like to have available in your Octiv documents and save them before you move on to another object.
    • A list of Referenced Fields also pops up to the right and enables you to select fields from connected entities (for example, the user or account that owns the Opportunity).
    • Be sure to click Save on every entity that you are selecting fields from before moving on to the next entity.
    • After clicking Save you see a record of each field, organized by launching entity in the dropdown list.

Any variables you need in your Octiv documents display when you click your launching object in the variables list. If you have multiple objects in your list, only the variables listed under the object from which you created your Octiv document will be available.

If you have configured variables from multiple objects in your CRM settings, you may see more variables available in your template than are available in your created document.

Remember: Use only variables that are listed directly under your launching object in your Octiv CRM settings. For example, if you have configured variables to pull in with the Account and Opportunity as launching objects, then only the variables listed under your Opportunity object will be available in Documents created from your Opportunities.

Outgoing Data

Any information you’re sending out needs a place to land in Microsoft Dynamics, so be sure that the field you are trying to push data into exists on the entity you’ve selected.

To configure this tool, follow these steps:

  1. From your Account Settings view, click Integrations.
  2. Click Microsoft Dynamics.
  3. Select the Octiv event you want to trigger updates of MS Dynamics entity records. You may select
    • Publish
    • Accept
    • Decline
    • New Version
    • Ask a Question
    • First View
    • Formstack Form Submission
    • Email Sent
  4. Select Microsoft Dynamics and choose from the dropdown menu of every updatable Microsoft Dynamics entity in your account
  5. Select the field you would like to send the information to.
  6. Select the Octiv data you want to map to the assigned field or specify the value to set in Microsoft Dynamics.
  7. Click Add to finish creating the event.

EXAMPLE USE CASES

Using the Outgoing Data Tool, you can push a PDF of a published proposal back as an attachment to the Opportunity. Once triggered, the PDF will show up on the Attachments related list on the Opportunity.

Follow these steps to push a proposal PDF to an Opportunity as an attachment:

  1. Select the Event—most likely Proposal Publish, New Version of Proposal, or Accept Proposal.
  2. Choose the Attachment object and then the Body field.
  3. You see a Proposal: PDF option. Click Add.

Did this article help?

Please provide us your feedback below.

* How helpful was this article?

If you have any additional questions and would like to be contacted by a member of our support team, please provide your email.