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Integrate Microsoft Dynamics CRM with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and DocuSign

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

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Best ways to Integrate Microsoft Dynamics CRM + DocuSign

  • Microsoft Dynamics CRM Integration DocuSign Integration

    Microsoft Dynamics CRM + DocuSign

    Send Envelope in DocuSign when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics CRM Integration DocuSign Integration

    Microsoft Dynamics CRM + DocuSign

    Create Signature Request to DocuSign from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Dynamics CRM Integration DocuSign Integration

    Microsoft Dynamics CRM + DocuSign

    Send Envelope in DocuSign when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics CRM Integration DocuSign Integration

    Microsoft Dynamics CRM + DocuSign

    Create Signature Request to DocuSign from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Dynamics CRM Integration DocuSign Integration

    Microsoft Dynamics CRM + DocuSign

    Send Envelope in DocuSign when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + DocuSign in easier way

It's easy to connect Microsoft Dynamics CRM + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & DocuSign Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and DocuSign

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software spution developed by Microsoft. It is web-based and requires no installation. The purpose of the software is to manage customer interactions, leads, accounts and marketing campaigns. There are two versions of the Microsoft Dynamics CRM; a free version called Microsoft Dynamics CRM Online (formerly known as Microsoft Dynamics CRM for Outlook. and a paid version called Microsoft Dynamics CRM 2016. The latest version of the software is Microsoft Dynamics 365 which includes the previous versions.

DocuSign

DocuSign is an electronic signature service that allows users to sign, send and track documents electronically. It was founded in 2005 and has headquarters in San Francisco, California. As of March 2017, DocuSign had over 4 million active users, a number that increases every day. The company has more than 1,200 employees, including professionals in business development, product management, quality assurance and software engineering. In 2011, DocuSign was purchased by Vista Equity Partners for $210 million.

Integration of Microsoft Dynamics CRM and DocuSign

Integration between CRM and DocuSign is possible via connectors that come with the integration kits. There are two types of connectors; one is designed to work with an offline database while the other works in real-time. The offline connector uses SQL Server Reporting Services (SSRS. The real-time connector uses Azure App Service, which works with on-premises or cloud applications. The connectors allow users to submit documents from Microsoft Dynamics CRM to DocuSign without leaving the CRM application. Users can also create, update and close deals directly from DocuSign without navigating back to CRM. Users can upload their signatures to different locations using Azure Blob Storage, SharePoint Online or Azure Storage Accounts. This saves time as users no longer have to go through the process of uploading these files separately.

Benefits of Integration of Microsoft Dynamics CRM and DocuSign

In an article published by HIMSS, Rakesh Naik, Managing Director at Microsoft India said that there are two key benefits to Microsoft Dynamics CRM and DocuSign integration; firstly, document automation and secondly, improved communication between teams. By automating transactions with DocuSign, users can save time and improve efficiency. By signing documents via DocuSign, they can also eliminate the need to use email attachments on a regular basis since they can now share documents instantly. Integration has the potential to improve team cplaboration across the organization by eliminating duplicate data entry and reducing errors due to misinterpretations of information.

The integration between Microsoft Dynamics CRM and DocuSign will lead to increased efficiency in the business processes run by organizations. While businesspeople will be able to easily transact on documents electronically, IT departments will benefit greatly from reduced workloads and efficiency gains. As such, it is imperative for organizations to begin assessing the integration between Microsoft Dynamics CRM and DocuSign to determine if this spution would be a good first step in improving business processes.

The process to integrate Microsoft Dynamics CRM and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.