DocuSign + Dynamics 365: The New Integration is Here

When you combine two innovative products, the result is often greater than the sum of its parts. Such is the case with DocuSign and Dynamics CRM: Both streamline workflow, but the latest integration provides an unprecedented level of efficiency for your team.

With Dynamics CRM, you can easily store and build your customer relationships. While this platform provides virtually everything one would need for a successful sale, the DocuSign integration provides the missing puzzle piece: a simple way to obtain signatures from anywhere within Dynamics CRM.

The new update includes features such as:

  • Custom buttons
  • Workflows
  • Anchor tags
  • Merge fields
  • Status updates
  • Mobile

These new updates build upon DocuSign for Dynamics CRM’s existing capabilities. From preconfigured “Sign and “Get Signatures” actions, to automatic notifications for every signer when a document is changed, to pre-population of appropriate recipient information, the DocuSign for Dynamics CRM workflow is simpler, easier, and more impactful than ever before.

Want to learn more about how DocuSign for Dynamics CRM can have a lasting impact on your business? Read more here, or head on over to Microsoft’s AppSource to start using DocuSign for Dynamics CRM today!

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