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Adobe Sign for Microsoft Dynamics 365

Adobe

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Easily send for digital signature and track & file contracts right within Microsoft Dynamics 365 CRM

Close deals faster when you add the power of Adobe Sign, Microsoft’s preferred e-signature solution, to Microsoft Dynamics. Simply log in to Microsoft Dynamics and send documents for digital signature within the app. Recipients can then sign contracts in a few clicks without installing software or signing up for an account. Once signed, the record is updated in Microsoft Dynamics and contracts are automatically saved and sent to each party — all in a matter of minutes.

Adobe Sign works seamlessly with Dynamics 365 Online and On-Premise to help you:
  • Send contracts, agreements, and other documents for signature in a single click — without ever leaving Dynamics CRM.
  • Recipients can sign and return contracts from a web browser or mobile device.
  • Merge data from Dynamics entities into contracts and push data from signers back into Dynamics.
  • Validate your contacts with inbuilt LinkedIn integration before sending the contract for signature.
  • Completely automate your contracting process by embedding Adobe Sign into multistep Microsoft Dynamics workflows.
  • Keep track of the document throughout the signing process with status updates within Dynamics.
  • Automatically attach signed documents and audit trails to the relevant Dynamics entity.

Compatibility
This package is compatible with Microsoft Dynamics 365 online and on-premise version 8.2 onwards. For previous versions of Dynamics CRM, please download a package from: https://www.adobe.com/go/dynamics_guide. This package supports both the Dynamics 365 Sales module and Sales Hub app for mobile devices and web browsers on your computer.

Licensing Information
Adobe Sign for Microsoft Dynamics CRM requires an Adobe Sign subscription plan. Try Adobe Sign for Microsoft Dynamics CRM by signing up for a free 30-day trial at https://adobe.com/go/dynamics-sign-trial.
To find the best subscription plan for your business visit https://adobe.com/go/esign-up or call us at 1-855-959-0100.
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