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Integrate Microsoft Dynamics 365 Business Central with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and DocuSign

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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 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 365 Business Central + DocuSign

  • Microsoft Dynamics 365 Business Central Integration DocuSign Integration

    Microsoft Dynamics 365 Business Central + DocuSign

    Send Envelope in DocuSign when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics 365 Business Central Integration DocuSign Integration

    Microsoft Dynamics 365 Business Central + DocuSign

    Create Signature Request to DocuSign from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Dynamics 365 Business Central Integration DocuSign Integration

    Microsoft Dynamics 365 Business Central + DocuSign

    Send Envelope in DocuSign when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics 365 Business Central Integration DocuSign Integration

    Microsoft Dynamics 365 Business Central + DocuSign

    Create Signature Request to DocuSign from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Microsoft Dynamics 365 Business Central Integration DocuSign Integration

    Microsoft Dynamics 365 Business Central + DocuSign

    Send Envelope in DocuSign when New Employee is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Employee
     
    Then do this...
    DocuSign Integration Send Envelope
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{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 365 Business Central + DocuSign in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + DocuSign 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.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    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.

  • 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 365 Business Central & DocuSign 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 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 365 Business Central to DocuSign.

    (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 DocuSign

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a sales, service and field service software that allows the users to manage business operations. The software provides a platform for managing marketing, sales, financials, customer service, and supply chain activities in an ERP system.

DocuSign

DocuSign helps users to send legally binding digital documents from one location to another. It also offers a choice of services to help businesses work more efficiently and securely.

Integration of Microsoft Dynamics 365 Business Central and DocuSign

Integration of Microsoft Dynamics 365 Business Central and DocuSign is possible because both are created by the same company. The integration is made possible for different reasons:

The integration makes it easy to send signed contracts and documents directly into the accounting system with no need for extra steps.

It enables users to track signatures on documents and monitor signature expiration dates on contracts. This allows users to have a better understanding of their legal obligations and adhere to them.

With the integration, users can create templates for their contracts or forms that include all required fields and sections. They can then use the new template to fill out the documents.

Benefits of Integration of Microsoft Dynamics 365 Business Central and DocuSign

The process to integrate Microsoft Dynamics 365 Business Central 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.