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OneSpan Sign for Microsoft Dynamics CRM

Keep documents digital and close deals faster with OneSpan Sign’s out-of-the-box connector – Hit the ground running faster

NDA tap to sign document

Fully Embedded Dynamics Experience

Business users can securely send, sign, track and store documents without ever leaving Dynamics CRM

Start the e-sign transaction creation process with auto-populated documents from any standard or custom Dynamics CRM entity. This out-of-the-box connector eliminates the need for any kind of training. E-signed documents and audit trails are automatically saved in Microsoft Dynamics CRM after the process is complete. Documents that can be handled by this solution are:

  • Sales and business agreements
  • NDAs and proposals
  • Legal documents
  • HR forms and on-boarding documents
  • And much more
Packed with features to streamline workflows and increase user productivity
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    Document Generation

    Integrate with contract management, invoicing, and DocGen apps like Xpertdoc document creation

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    Two-Way Data Sync

    Eliminate manual data entry by using conventions to auto-populate data from Dynamics into documents and update records with captured data

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    Flexible options

    Support a wide range of user authentication and signing methods, while easily integrating e-signatures with custom apps built on Dynamics

E-Signature Capabilities

BUILT ON BEST-IN-CLASS E-SIGN CAPABILITIES

Our pre-built connector for Dynamics is available as part of the OneSpan Sign Professional Plan and comes packed with 25 years of best-in-class e-signature capabilities to ensure:

  • Most seamless signing experience to ensure high user adoption
  • Military-grade security to protect your documents and users against fraud
  • Most comprehensive audit trails to prove your compliance and deter legal disputes
  • Maximum flexibility and scalability to grow with your evolving enterprise needs
  • A cost-effective solution regardless of your user and document volumes

How it works

  • How it works for senders - Dynamics

    CREATE TRANSACTION: Invite customers to e-sign from your contacts, leads, users or any standard and custom entity to automatically populate your documents.

  • How it works for senders - Dynamics

    PREPARE & SEND DOCUMENTS: An intuitive, drag-and-drop interface reduces the number of steps to create transactions. Pre-populated templates accelerate the document preparation process.

  • How it works for senders - Dynamics

    TRACK STATUS: Monitor the status of all documents to be signed via the dashboard. The sender is also notified by email when each signer has signed the document and when the document is ready to download.

  • How it works for senders - Dynamics

    SIGNING INVITATION: The signer receives an email invitation to sign the document. The signer can use any device and sign anywhere and at any time using OneSpan Sign’s optimized signing experience for all channels. For added security, the signer may be asked to authenticate their identity before accessing the document if requested by the sender.

  • How it works for senders - Dynamics

    REVIEW & SIGN: The signer is guided to sign, initial and enter additional signing information in all the right places in the document. Once signed, the document is automatically routed back to the sender, or to the next person who must sign the document.

  • How it works for senders - Dynamics

    REVIEW & SIGN: The signer is emailed a link to the completed document once every person has signed. All signers then receive an invitation to download the final document. Mobile app users also have the option to save documents to a cloud storage service.

How it works - administrators - Dynamics

ADMIN FEATURES: Enables system administrators to create custom links/buttons, report on transactions, create re-usable templates, manage text tags and conventions, manage users, and more.

  • The strongest feature of [OneSpan Sign] is the flexibility of the platform. There are many options to configure and tailor the experience to the customer’s needs. And the integration / connectors make it really easy for user to get up and running.

    — Andrew S, US Bank

  • [OneSpan Sign] listens to our suggestion for future product features and works with us to ensure their enhancements support our needs.

    — David Beaton, Sr. Manager, Digital Strategy and Experience, RBC Royal Bank

  • We purchased [OneSpan Sign] for tracking and evidence of electronic document delivery. The benefits we’ve experienced are customer convenience, cost-savings, and an improved loan process.

    — Wells Fargo

Useful Resources

  • Connector Download

    Connector Download

    Download OneSpan Sign for Dynamics CRM 365

    Learn more
  • Getting Started Video

    Getting Started Video

    Learn how to prepare, send and sign documents with OneSpan Sign for Dynamics

    Learn more
  • User Guide

    User Guide

    Step by step instructions and resources to help you get started

    Learn more
  • Evaluation Guide

    Evaluation Guide

    The top things to look for when evaluating e-signature solutions

    Learn more
  • Data Sheet

    Data Sheet

    Download the OneSpan Sign for Dynamics Datasheet

    Learn more
  • White Paper

    Whitepaper

    7 reasons to e-sign contracts in Dynamics CRM

    Learn more