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What is it and What is it for?
Namirial eSignAnyWhere – Electronic Signature for Microsoft Dynamics
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represents one of the most advanced and easiest to use Microsoft Dynamics
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applications for electronic signature. It offers a plug-and-play integration solution between Microsoft Dynamics
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and eSignAnyWhere, the solution for Digital Transaction Management developed by Namirial GmbH.
By combining security and efficiency of eSignAnyWhere with data from Microsoft Dynamics
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produces a powerful
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tool for accelerating sales processes.
This integration provides the following benefits that enhance efficiency and streamline electronic signature workflows:
Accelerates Quote-to-Cash Process:
Easily send envelopes (such as contacts and accounts documents) from Microsoft Dynamics
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with a single click.
Automated Data Merging:
Automatically merge data from any Microsoft Dynamics
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object into the envelope and push signer data back to Microsoft Dynamics
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.
Recipient Generation:
Generate recipients based on existing leads, contacts, accounts, or other Microsoft Dynamics
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objects.
- Microsoft Dynamics 365 Report Delivery:
Send Microsoft Dynamics 365-generated reports as envelope documents.
Process Tracking and Control:
Monitor and manage the signing process directly within Microsoft Dynamics
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.
Document Customization:
Utilize the document designer to manage form fields and signature fields directly on documents.
Direct Document Signing:
Enable signers to sign documents directly within the Microsoft Dynamics
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platform.
Supported Languages:
English
How to Install?
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Follow the Package Installation - Connector for Dynamics guide to install the Microsoft Dynamics connector zip package.
How to Configure?
Follow the Admin Guide (Connector for Microsoft Dynamics
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to configure the connector.
How to Use?
Follow the User Guide (Connector for Microsoft Dynamics
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for detailed information.