Learn how to get started with DocuSign for Microsoft Dynamics 365 as an additional feature.
Please Note: DocuSign has changed the endpoint address in the DocuSign update of August 7th, 2020. Because of this change, it is necessary to update to the new DocumentsCorePackServerDocuSign solution version 4.4 or greater which is compatible with the new endpoint address.
Mandatory steps:
Step 1: Create a DocuSign Business Flex/Advanced Solutions account.
Step 2: Install DocuSign from Microsoft AppSource.
Step 3: Setup DocuSign in Dynamics 365.
Optional steps
Step 4: Install the additional DocumentsCorePackServerDocuSign.zip solution (version 5.7 from 10.10.2022).
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.
This optional step is only required if you would like to get pushbacks 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.
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.
Figure 1: Log in to DocuSign account
Step 7: Press on the [+Add user] button. This particular user gets an email to activate his account and to enter a password.
The status of the new user is pending (until he has registered properly). If you now open the user in Dynamics 365 there will be no record found.
Figure 2: Dynamics 365 main ribbon
Figure 3: No record found in Dynamics 365
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 (email), and DocuSign will only add the record if it is found.
Figure 4: Go To DocuSign
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.
Figure 5: DocuSign
Figure 6: DocuSign user record found in Dynamics 365
Back to the DocuSign overview.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.