The Oneflow Dynamics CRM integration keeps the critical contract data in your Dynamics organization.
You can use it to create dashboards and charts or even additional customizations on top of our data model.
Oneflow contract entity
All contract data is stored in the Oneflow contract entity in Dynamics.
Below is a complete list of fields stored in your Dynamics organization:
| Name | Logical name | Type | Description |
|---|---|---|---|
| Active Until | of_activeuntil | Date | The date until which the contract is active. |
| Created On | createdon | Date | The date the contract was created. |
| Cancel Date | of_canceledon | Date | The date the contract was canceled. |
| Declined On | of_declinedon | Date | The date the contract was declined. |
| Ended On | of_endedon | Date | The date the contract ended. |
| Expired On | of_expiredon | Date | The date the contract expired. |
| Expires | of_expireson | Date | The date the contract expires. |
| Renewal Date | of_renewsdate | Date | The date the contract will renew. |
| Sent | of_senton | Date | The date the contract was sent to all participants. |
| Sign Date | of_signdate | Date | The date all participants signed the contract. |
| Starts | of_startson | Date | The date the contract starts. |
| Owner | ownerid | EntityReference | The contract owner is always the user who created the contract in Dynamics using the Oneflow widget. |
| Status Reason | statuscode | OptionSet | The status of the contract. Currently, there are five statuses available in Dynamics:
|
Contract events handling
After a user creates a contract in Dynamics using the Oneflow widget, some contract updates in Oneflow are synced back with your Dynamics organization.
Below is a complete list of events that Oneflow handles for the Dynamics integration:
When the contract is published (sent) to all participants.
When the sent contract is updated and all signatures are reset.
When the contract is deleted in Oneflow.
When the contract is declined.
When the contract is signed.
When the contract expires.
When one of the participants is deleted from the contract.
When a participant opens the contract for the first time.
When a participant signs the contract.
When a participant declines the contract.
Note:
The contract record in Dynamics is updated when one or more of the contract events described above occurs.
Analyze contract data
You can use the fields specified above to build custom views or charts to analyze your contract data in Dynamics.
Please refer to the official Microsoft guides below to learn how to:
- To create custom views :
Create or edit a model-driven app view in Power Apps - Power Apps. - To build your custom charts:
Create or edit a model-driven app system chart in Power Apps - Power Apps. - To build dashboards with charts:
Track your progress with dashboards and charts in model-driven apps - Power Apps.