Open PowerApp https://make.powerapps.com/ to configure the parent record that you want to use for sending envelopes.


Select the Parent entity to configure:

Figure

Description


  1. Select the correct Dynamics target environment
  2. Filter the desired entity
  3. Select the desired entity.


Open the Relationship section

Figure

Description

  1. Open the Relationship section.

Create new Relationship

Figure

Description

  1. New Relationship
  2. One to many.

Configure the new Relationship

Figure

Description

  1. Choose the Envelope entity
  2. Save the configured relationship



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