Watch this video to see in action our integration with Microsoft Dynamics 365.
You can see how to send a document for signing from a Dynamics record, the signing experience and the signed document saving back to the Dynamics record.
Blog Archives
Microsoft Dynamics 365 Integration Support Guide
A step-by-step guidance to using the key features of the Secured Signing service in Microsoft Dynamics 365.
- Get the Secured Signing plugin
- Create/Connect Microsoft Dynamics 365 to Secured Signing
- Demo & Training Videos
- We Sign in the CRM365 integration
- Form Direct in the CRM365 integration
- Smart Docs in the CRM365 integration
Get the Secured Signing CRM365 plugin
Secured Signing is in the Micorosft AppSource store.
Learn how to install the plugin:
| Get plugin from Microsoft AppSource Store |
Create/Connect Microsoft Dynamics 365 to Secured Signing
Learn how to setup the plugin with Secured Signing.
| Create/Connect Secured Signing enterprise account within Microsoft Dynamics 365 |
Demo & Training Videos
The following video are available to show Microsoft Dynamics 365 plugin works using a few typical business scenarios..
 | Document Signing Demo Video |
| Creating An Enterprise Secured Signing Account |
| Using Form Direct Document Templates |
| Using Smart Tags & Smart Docs |
| Sending Document For Signing With We Sign |
We Sign in the CRM365 integration
Learn how to invite to sign, with Secured Signing: We Sign.
| Invite people to sign |
Form Direct in the CRM365 integration
Learn how to invite to sign online form, with Secured Signing: Form Direct.
| Send online forms to fill and sign |
Smart Docs in the CRM365 integration
Learn how to invite to sign quickly and automated, with Secured Signing: Smart Doc.
| Create Smart Doc | |
| Send Smart Doc |