Getting started with Dropbox Sign for Microsoft Dynamics

You can use the Dropbox Sign and Microsoft Dynamics integration to prepare and send documents for eSignature directly from Microsoft Dynamics 365. You can generate an eSignature capture form, add the recipient’s information, and send the form to signers.

Features included in the integration

Creates a documentation trail

You can see exactly who made a form, when they sent it, who’s signed, and more.

Saves back to Microsoft Dynamics

When forms have been signed by everyone, they’re saved back automatically to Microsoft Dynamics.

How to get the integration

To get the Dropbox Sign and Microsoft Dynamics integration:

1. Register a new app in Microsoft Dynamics.
2. Connect the new app to Dropbox Sign.
3. Activate the Dropbox Sign entities in Microsoft Dynamics.

Learn more about setting up and using the Dropbox Sign and Microsoft Dynamics integration in Part 1: Initial Setup & Configuration and Part 2: Using the Connector of the user guide.