Customer Engagement & Dynamics CRM Forum

D365 Integration with Pandadoc issue

  • 1.  D365 Integration with Pandadoc issue

    Posted 6 days ago
    I'm experiencing a strange issue with our D365 integration with Pandadoc. We cannot connect to Pandadoc if we have a Quote in D365 with more than one line item. The pop up window just spins. We can link from the Opportunity with multiple line items and can link from Quotes with single line items. Here's what I've tried during my trouble shooting:

    1. Checked security roles - all correct. 
    2. Created a Pandadoc quote with each line item to eliminate problem Products - not the problem. 
    3. Delete the integration and reinstalling it - made no difference.
    4. Escalate to Pandadoc support - they were baffled and have escalated to their developers. 
    5. Check the code on the pop up window - saw "throw params cannot be a recursive data structure" which I've sent to Pandadoc but have no idea what it means. 

    Has anyone else experienced this issue and if yes, how did you resolve it? 

    Thanks, 

    Tara



    ------------------------------
    Tara Wilsworth
    Gibraltar Industries (Air Vent inc)
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role