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User Guide - Connector for MS Dynamics 365

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Overview

eSignAnyWhere offers a plug-and-play integration solution with Microsoft Dynamics Crm. This integration provides the following benefits:

  • Accelerates the quote-to-cash process by sending envelopes such as contracts and sales documents from Dynamics with one click.
  • Automatically merges data from Dynamics entities such as accounts and contacts into envelopes and pushes data gathered from signers during the signing process back to Dynamics.
  • Makes it easy for recipients to sign anywhere, anytime, on any device.
  • Makes it possible to track documents sent out for signature from within Dynamics.
  • Eliminates manual steps across the entire process.

This integration is available for both Microsoft Dynamics CRM Online deployments and Microsoft Dynamics CRM on-premises deployments.




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