Admin Guide - Connector for Dynamics 365
- Nedzad Haskovic
- Manuel Gierlinger
- Matteo Marchionne
- Valentina Reyna
To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Connector for Dynamics
After the eSignAnyWhere connector installation, a Microsoft Dynamics 365 admin user must apply some simple configurations before starting to use this app.
Mandatory configurations to enable your organization to use the connector:
Configure the eSAW instance and defaults values in Solution Setting configurations - See also eSingAnyWhere Configuration  for detailed information.
Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed information.
Configure users role to allow the eSAW connector usage - See also User Role configuration for detailed information.
Optional configurations useful to use the connector:
Configure your eSAW instance to enable the signing of envelopes directly from the connector -Â See also the Host Sign Configuration
Configure Relation between envelope and the object that you want to use as starting point to send envelopes - See also Configure Sending Envelope from Parent Record
Configure Automatic Envelope Update time interval - See also Automatic Update configuration
Overview