To enable multiple signers in the Dynamics inbound integration, we use Connection Roles to link a signer to a particular approval within the documents.
At present, we provide five signer roles in Connection Roles, from Signer 1 to Signer 5, which accommodates up to five signers. If you want to include more signers in one transaction, you need to establish a new Connection Role in Dynamics.
To create a new Connection Role:
Navigate to Settings > Advanced Settings . The Power Platform Environment Settings appears.
Select Connection Roles. The Power App will launch.
Click Tables and then click All to open the Connection Role page.
On the Connection Role page, click New.
You will see that Signer 1 through Signer 5 have already been established as Connection Roles.
