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DocuSign Connector for Dynamics 365

Fast the process of closing your deals by electronic signature from DocuSign Dynamics 365. integrates seamlessly with Dynamics 365, allowing users to quickly send and sign documents without ever leaving the Dynamics 365 platform.

Why choose docusign office 365

Features of docusign dynamics 365

Simplified Signature action

Use this integration to preconfigure the "Sign" and "Get Signatures" actions. Send or sign a document saved in Dynamics 365 CRM DocuSign with ease.

Keeping track of Signatures

DocuSign for Dynamics 365 CRM automatically logs each signed document. Therefore, the contact record timeline appropriately notes it.

Audit your sales process

Notification of any changes to a document to all signatories contributes to the transparency of the entire process for users. Every edit that is made to documents can be seen.

Legal and Authenticity Bound signatures

All the contracts and agreements signed electronically are legally bound and admissible in court.

Easily Customised and Configured

Integrate DocuSign for Dynamics 365 with variety of business processes.

DocuSign to Salesforce integrations

Quickly automate workflows with DocuSign and Salesforce using Microsoft word's templates.

Cleared Doubts: FAQs

How does DocuSign work with Dynamics 365?

DocuSign integrates with Dynamics 365 as an app. It provides tools that enable you to easily send or sign a document stored in DocuSign for Dynamics 365.

What are the key features of DocuSign?

DocuSign offers a range of features such as getting signatures or signing documents with ease, gaining more control and visibility into your sales process, and easy integration with sales departments.

How can I install DocuSign?

DocuSign can be installed from the Dynamics 365 environment. Detailed installation instructions can be found on the DocuSign support page

What if I have customizations in Dynamics 365?

DocuSign is designed to work with Dynamics 365’s standard functionality. If you have customizations, it’s recommended to test the integration during the trial period to ensure compatibility.

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