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 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 365 with a single click.
- Automated Data Merging:
Automatically merge data from any Microsoft Dynamics 365 object into the envelope and push signer data back to Microsoft Dynamics 365.
- Recipient Generation:
Generate recipients based on existing leads, contacts, accounts, or other Microsoft Dynamics 365 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 365.
- 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 365 platform.
Supported Languages:
- English
How to Install?
The Microsoft Dynamics 365 Connector can be installed via zip package.
How to Configure?
Follow the Admin Guide (Connector for Microsoft Dynamics 365) to configure the connector.
How to Use?
Follow the User Guide (Connector for Microsoft Dynamics 365) for detailed information.