Create/Connect Secured Signing Enterprise Account within Microsoft Dynamics 365

Step 1: Go to Dynamics 365 instance

Open your Dynamics 365 instance in the web browser.

Secured Signing - Open your CRM365 instance in the web browser
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Step 2: Open Secured Signing Settings

Navigate to Secured Signing Settings

  1. Open Sales => Settings menu.
  2. Click SSL App Settings button under "Application".
Secured Signing - Navigate to Secured Signing Settings
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Step 3: Secured Signing Settings Page Appear

The settings page appears.

You need to login

Secured Signing Settings Page
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Step 4: Login with Organization Administrator

Click Authorize Secured Signing App button in Settings Page to access
(make sure you are Organization Administrator)

Login with Organization Administrator
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Step 5: Create Enterprise Account Trial for 30 Days

for first time, you need to click OK button to create Secured Signing Enterprise Account for 30 days trial

Create Enterprise Account Trial for 30 Days
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Step 6: Connect CRM users to Secured Signing

After create Enterprise Account, you need to bind CRM users to Secured Signing

Tick Connect checkbox on selected CRM users, then click "Connect" green button.
If such CRM users already has an account in Secured Signing before, please contact us manually

Connect CRM users to Secured Signing
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Step 7: Setup Successfully

Congratulations!

You just created an Enterprise Account for 30 days Trial and connect existing CRM users to Secured Signing.

You can see "Status" change to "Free Trial", you also has been sent an email to activiate the new account before you can use our service.

Connect successfully
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