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Admin Guide - Connector for Dynamics 365

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To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluence


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 for detailed informations.

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 

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