What is it and What is it for?

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

By combining security and efficiency of eSignAnyWhere with data from Microsoft Dynamics 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 with a single click.

Automated Data Merging:

Automatically merge data from any Microsoft Dynamics object into the envelope and push signer data back to Microsoft Dynamics.

Recipient Generation:

Generate recipients based on existing leads, contacts, accounts, or other Microsoft Dynamics objects.

Process Tracking and Control:

Monitor and manage the signing process directly within Microsoft Dynamics.

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 platform.

Supported Languages:

English

How to Install?

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) to configure the connector.

How to Use?

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