Boosting Signature Processes and Security – Power Automate Integration of DocuSign with Microsoft Dynamics 365 CRM

Businesses are going paperless in most of their operations given the myriad benefits – increased efficiency, cost reduction, and improved customer satisfaction. Electronic signature is one of the ways of going digital as it reduces paperwork and makes the approval process seamless and quicker. DocuSign is the top choice for electronic signatures.

Further, integrating DocuSign with Microsoft Dynamics 365 CRM using Power Automate can work wonders for the business. Let’s learn about each of them individually first.

DocuSign

DocuSign is a secure electronic signature solution that allows users to sign, send, and manage documents from any location, using any device. This eliminates the need for printing, faxing, or mailing paper documents, resulting in reduced time and costs associated with traditional paper-based processes. By leveraging DocuSign, businesses can streamline their document signing process, making it faster and more efficient. Microsoft Dynamics 365 CRM, a Microsoft module for managing customer relationships, is an excellent tool for businesses to further enhance their document signing process by integrating it with DocuSign. Going digital can significantly reduce paperwork and time for clients.

D365 CRM (Customer Relationship Management)

Microsoft Dynamics 365 Customer Relationship Management (CRM) software helps businesses manage, track, and store customer data on a centralized server for easy access by remote teams. Integrated CRM solutions are essential for businesses to optimize and automate operations and avoid losing sales leads and customer relationships. The software gathers information on existing and potential customers, including purchase histories and support tickets, and shares it with appropriate teams through integration with other business tools such as online chat and document-sharing apps. Microsoft Dynamics 365 CRM has AI and business intelligence capabilities for actionable insights and faster administrative tasks, providing sales, marketing, commerce, field service, and customer service teams instant visibility and access to essential elements for customer relationship management.

Power Automate

Power Automate is a cloud-based service by Microsoft. It enables its users to build automated workflows across multiple applications & services. It allows users to automate repetitive tasks, such as document signing, without requiring any specific coding knowledge. Power Automate is part of the Microsoft Power Platform and is available as a standalone service or as part of Microsoft Dynamics 365 CRM.

Using Power Automate in Microsoft Dynamics 365 for DocuSign

Integrating DocuSign with Microsoft Dynamics 365 CRM using Power Automate is an effortless process that requires just a few steps as follows:

Step 1: Log in to your Power Automate account and choose the Automated flow option.

Step 2: Select the trigger “When a record is created, updated, or deleted” from Microsoft Dynamics 365 CRM.

Step 3: Sign in with your Microsoft Dynamics 365 CRM credentials.

Step 4: Choose the entity and scope for triggering the flow based on specific criteria.

Step 5: Set up a condition to determine if the flow should continue or terminate.

Step 6: Add an action to create a DocuSign envelope using the “DocuSign – Create envelope” action.

Step 7: Connect to DocuSign by entering your credentials and selecting the account to use.

Step 8: Select a template to use with the envelope and proceed.

Step 9: Map the fields from Microsoft Dynamics 365 CRM and the DocuSign template.

Step 10: Add recipients by providing their email addresses and names.

Step 11: Send the DocuSign envelope, and recipients will receive it via email to provide their e-signatures.

Conclusion

Integrating DocuSign with Microsoft Dynamics 365 CRM using Power Automate offers a range of benefits, including a streamlined document signing process, faster turnaround times, improved accuracy, enhanced security, and cost-effectiveness. The procedure is straightforward and can be accomplished in a quick manner.

DynaTech Systems has extensive experience in integrating DocuSign with Microsoft Dynamics 365 CRM. Recently, a real estate client approached DynaTech for assistance in integrating e-signatures into their agreement process. DynaTech provided a one-click solution where the document was automatically sent to the customer via email, and once signed, the customer received a copy of the signed agreement via email.

If you are also looking to automate and digitize the signing process, contact DynaTech Systems at sales@dynatechconsultancy.com

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