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.

 

  1. Get the Secured Signing plugin
  2. Create/Connect Microsoft Dynamics 365 to Secured Signing
  3. Demo & Training Videos
  4. We Sign in the CRM365 integration
  5. Form Direct in the CRM365 integration
  6. 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

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