Admin Guide - Connector for Dynamics 365

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 - 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