Adobe Sign for Microsoft Dynamics 365

Adobe Sign is Microsoft’s preferred e-signature solution that gets your documents signed faster than ever when you add it to Microsoft Dynamics 365. Send, sign, track and file contracts with legally-binding, globally compliant e-signatures—all without leaving Dynamics 365.

This Adobe Sign app works within Microsoft Dynamics 365, Sales Hub Online, and On-Premise to help you deliver exceptional and efficient signing experiences:

• Send contracts and agreements for e-signature—without ever leaving Dynamics.
• Recipients can sign and return contracts from any device.
• Merge data from Dynamics into contracts and push data from signers back into Dynamics.
• Validate your contacts with pre-built LinkedIn integration before sending the contract for signature.
• Completely automate your signature and contract processing by embedding Adobe Sign into Dynamics workflows.
• Keep track of the document throughout the signing process with status updates and reminders.
• Automatically attach signed documents and audit trails to the relevant customer record.
• Save signed documents back to SharePoint and connect with other applications.
• Use with other Adobe Sign integrations, such as Flow, for even broader application.

Compatibility

For on-premise versions of Dynamics CRM, please download a package.

To schedule a demo or consultation, please call us at +1 (855) 959-0100.

Note: Administrator privileges are required to install and configure this integration.

Getting started resources

Installation and configuration guide

User guide