Microsoft Dynamics 365 Operations

Close it in the cloud with Docusign for Microsoft Dynamics 365 Operations

By connecting DocuSign and Microsoft Dynamics 365 for Operations, Sable37 empower users to send, sign and approve documents quickly via electronic signature approvals. Whether it’s Sales Quotations, Purchase Orders, Sales or Purchase Agreements;  say goodbye to printing, scanning, faxing, overnight shipping, or re-keying. Make it easier for your customers to do business with you by empowering them to sign documents from any browser, including mobile devices, within moments.

Sending a document for electronic signature has never been easier. Simply confirm and print the document within Microsoft Dynamics 365 for Operations, send it directly to the signers or; open DocuSign for a quick review before sending. Documents are auto-routed to the right people, with reminders & expiration times:

  • Decision makers can review & approve documents within minutes
  • Signed agreements are legally binding and backed by a court-admissible audit trail.

DocuSign for Microsoft Dynamics 365 for Operations handles many different scenarios, including:

  • Multiple signers
  • Specified signer routing order
  • Delegation of signing responsibility to others

Complete & extensible

Automate simple agreements or the most complex multi-party transactions. Our open, standards based approach makes it easy to connect to your existing business systems.

Gain more control and visibility into the process

DocuSign for Dynamics provides an audit trail of edits, and notifies every signer when a document has been changed. This helps streamline a negotiation, reduce errors, shorten the sales cycle and lower cost.

With DocuSign for Microsoft Dynamics 365, you can track the status of the document and once, completed view the signed document attached to the Dynamics record. Receive notification via email to confirm a document has been completed or declined.

Key Features

  • Sales—Close more deals faster, turning a verbal “yes” into a signed agreement or purchase order in minutes.
  • Procurement/Supply Chain—Get approvals for purchases faster and seamless approvals for purchase agreements.
  • Operational Efficiency—Reduce cost by automating paper business processes.

Resources

 

About the partner 

Sable37 is a leading global provider of cloud-based, Industry focused, intelligent business applications across ERP and CRM, powered by Microsoft Dynamics 365. With offices in North America, Australia, New Zealand, the Middle East and India we service our customer globally and offer a series of industry vertical solutions that include Retail, Consumer Packaged Goods, Distribution, Food & Beverage Manufacturing, Home Building, Property Development, and Professional Services.

 

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