You can use the Dropbox Sign and Microsoft Dynamics integration to prepare and send documents for signature directly from Microsoft Dynamics 365. You can generate a signature capture form, add the recipient’s information, and send the form to signers.
Integration capabilities and features:
The Dropbox Sign and Microsoft Dynamics integration does the following:
- It creates a documentation trail. You can see exactly who made a form, when they sent it, who’s signed, and more.
- It saves back to Microsoft Dynamics. When forms have been signed by everyone, they’re saved back automatically to Microsoft Dynamics.
How to add the integration
To add the Dropbox Sign and Microsoft Dynamics integration:
- Register a new app in Microsoft Dynamics.
- Connect the new app to Dropbox Sign.
- Activate the Dropbox Sign entities in Microsoft Dynamics.
Learn more about setting up and using the Dropbox Sign and Microsoft Dynamics integration.
