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:
- 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 in Part 1: Initial Setup & Configuration and Part 2: Using the Connector of the user guide.
Do I need a license for Microsoft Dynamics and Dropbox Sign to use the integration?
Yes. You need a license for both Microsoft Dynamics 365 and Dropbox Sign. Each user needs their own license for both.
What version of the Microsoft Dynamics CRM do I need to use this integration?
This integration is compatible with Microsoft Dynamics 365 v9.2.2 and later.
What version of Dropbox Sign do I need to use this integration?
You need to be on the Dropbox Sign Standard or Premium plans to use this integration.
What browsers can I use with this integration?
This plugin works on Microsoft Edge, Firefox, Chrome, and Safari.
Does each person need a Dropbox Sign license?
No. Only the sender needs a Dropbox Sign account in order to send a contract. The recipient does not need an account to sign the agreement.