Learn how to get started with DocuSign for Microsoft Dynamics 365 as an additional feature.
Step 1: Create a DocuSign Business Flex/Advanced Solutions account.
Step 2: Install DocuSign from Microsoft AppSource.
What License is required for DocuSign? DocumentsCorePack utilizes the native integration of DocuSign into Microsoft Dynamics 365. Thus, the license plan needs to support their Dynamics 365 integration. Details of the different license plans can be found here. (Note: It states that an enhanced plan is required. We do recommend clarifying details with DocuSign.)
Step 3: Setup DocuSign in Dynamics 365.
This optional step is only required if you would like to get pushback from DocuSign. For further information on pushbacks, please have a look at our e-Signature DocuSign User Guide. Follow this link if you would like further detailed information provided by DocuSign.
Step 4: Install the additional “DocumentsCorePackServer DocuSign 6.0” solution. You can download this solution from our download center.
Step 5: Create a SettingsKey for AutoMerge with the name DocuSignWorkflow and the value = DCPDocuSignWorkflow. Here is more information on how to create a settings key manually.
Please note: DocuSign only supports Microsoft Dynamics 365 ONLINE (OnPremise may work – but it is not supported by DocuSign!).
How to set up/add users in DocuSign
Step 6: Log into your DocuSign account, go to Admin and select Users.
Step 7: Press on the +Add user button. This user gets an email to activate his account and enter a password.
The status of the new user is pending (until he has adequately registered).
If you now open the user in Dynamics 365 there will be no record found.
The user should open a contact or an account and then hit Go to DocuSign. DocuSign will search for a matching DocuSign Account with the Dynamics 365 user (e-mail), and DocuSign will only add the record if it is found.
Step 8: Provided that everything went right, DocuSign recognizes the new user. The DocuSign Welcome Screen appears and your DocuSign user record appears in Microsoft Dynamics 365.
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