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Microsoft Dynamics 365 Business Central + Adobe Sign Integrations

Syncing Microsoft Dynamics 365 Business Central with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

Adobe Sign Integrations
Connect Microsoft Dynamics 365 Business Central + Adobe Sign in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Adobe Sign without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Document Signed

    Triggers when a new document signed

    Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Send Agreement

    Creates an agreement. Sends it out for signatures.

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How Microsoft Dynamics 365 Business Central & Adobe Sign Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Adobe Sign 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 365 Business Central to Adobe Sign.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Adobe Sign

Microsoft Dynamics 365 Business Central is a business application that enables organizations to drive timely, accurate and efficient business decisions. It is an integrated business management spution that empowers users to work seamlessly across the entire organization. The software offers a robust set of features for all departments of the enterprise including sales, marketing, finance, operations, supply chain, customer service, and human resources (HR.

Adobe Sign is a comprehensive digital signature platform that helps radically streamline document-based processes. It allows businesses to create, sign and securely manage any type of form or agreement quickly and easily with a digital signature. It automates tasks such as contract review, approvals and document distribution – empowering organizations to speed up business processes and deliver results faster. The platform also builds brand trust by creating a paperless signing experience for customers and partners.

Integration of Microsoft Dynamics 365 Business Central and Adobe Sign helps businesses to reduce their workload in the fplowing ways:

It reduces the effort and cost of submitting forms manually by providing a secure electronic signature.

It provides easy-to-use interface for employees to digitally sign documents on the go.

It alleviates the need for printing and faxing documents back and forth.

It helps in improving the turnaround time for processing documents.

It increases productivity by reducing delays and errors in sending out documents.

As seen above, integration of Microsoft Dynamics 365 Business Central and Adobe Sign has many benefits. It is due to this reason that Microsoft and Adobe have partnered to integrate these two sputions together.

The process to integrate Microsoft Dynamics 365 Business Central and Adobe Sign 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.

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