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, Customer Service Hub, and Field Service 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.
• 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