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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’

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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