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What is it and What is it for?

Namirial eSignAnyWhere – Electronic Signature for Microsoft Dynamics 365 represents one of the most advanced and easiest to use Microsoft Dynamics 365 applications for electronic signature. It offers a plug-and-play integration solution between Microsoft Dynamics 365 and eSignAnyWhere, the solution for Digital Transaction Management developed by Namirial GmbH.

By combining security and efficiency of eSignAnyWhere with data from Microsoft Dynamics 365 produces a powerful tool for 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.

• 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?

Follow Follow the Package Installation - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluenceguide to install the Microsoft Dynamics 365 connector zip package.

How to Configure?

Follow the Admin Guide (Connector for Microsoft Dynamics 365) to  to configure the connector.

How to Use?

Follow the User Guide (Connector for Microsoft Dynamics 365) for  for detailed information.