DocuSign University Recipe: Dynamics 365

DocuSign for Dynamics 365 custom activities integrate with the Dynamics workflow engine to let you automate common tasks and standardize processes. For example, you can use them to send documents automatically when fields change, create a custom button, or be part of a multi-step workflow.

In this recipe, we’ll show you how to create a simple Dynamics workflow to automatically send a document for signature using a template.

DocuSign for Dynamics custom activities are built on top of the Dynamics business process framework, so they can be easily configured in the Process Center. They can be embedded as part of Dynamics real-time workflows, background processes, and custom actions. They will work on any standard or custom entity and can pull documents and contacts from CRM.

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To recap, creating a workflow with custom activities will help you:

• Save time: Users no longer have to manually configure envelopes prior to sending.
• Reduce errors: All users will now have a standard, repeatable process
• Close deals faster: Get documents signed faster and keep business moving forward.

If you are interested in learning more, be sure to check out the DocuSign for Dynamics Quick Start Guide.