How to export and import Solution for different Dynamics 365 account

To begin a OneSpan Sign integration within Dynamics 365, you will need to configure several elements in the Dynamics 365 Power App.

Specifically, you will need to do the following:

• Create a Solution in Dynamics 365 in your developer account.

• Export this Solution (as a zip file) from your developer account.

• Import this solution into your client account.

Importing the Solution to a New Dynamics Account

1. Log into your account at https://make.powerapps.com/, choose the environment where you want to import the custom solution, and then click on "Solution" from the left menu.

   

2. On the solution page, click the "Import solution" button, then choose the zip file of the custom solution we provided to help with Dynamics inbound integration.

   

What’s Included in the Exported D365 Solution

The solution includes the following components:

Tables (for Connection):

• 2 custom columns:

  • new_authentication_method

  • new_signing_order

• 1 custom form:

  • Opportunity Contacts Form

• 1 custom view:

  • Active Signers For Opportunity

Web Resources:

• 1 custom JScript:

  • new_ConnectionFormForOpportunity.js

Connection Roles:

• 5 custom roles:

  • Signer1, Signer2, Signer3, Signer4, and Signer5