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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘docusign’

DocuSign integration with SharePoint Security Sync for Dynamics 365 CRM

SharePoint Security Sync – one of our Preferred Apps on Microsoft AppSource – is a comprehensive solution for integrating Dynamics 365 CRM / Power Apps with SharePoint for document management. Now with its latest feature, SharePoint Security Sync has added yet another feather to its cap and is on the way of becoming one of […]

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PDF “Word Template” to DocuSign & upload to SharePoint with Workflow

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed […]

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