eSign and Microsoft Dynamics 365 Integration

Effortlessly integrate eSign with Microsoft Dynamics to simplify the preparation, signing, and management of documents, all directly from your Dynamics dashboard.

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Integrate eSign with Microsoft Dynamics

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Easily Integrate eSign with Microsoft Dynamics for Seamless Document Management

Boost your business efficiency with eSign’s seamless integration into Microsoft Dynamics. This advanced e-signature solution streamlines your workflow, providing a secure, efficient, and user-friendly experience.

By integrating eSign with Microsoft Dynamics, you can enhance document management, improve collaboration, and ensure compliance with industry standards. Step into the future of digital transactions and revolutionise your business processes with eSign today.

1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

Effortlessly send documents for eSignature directly from Dynamics 365.

Send Documents and Approval Requests for Signing with eSign

With eSign for Microsoft Dynamics 365, signing and receiving signatures on documents is made simple. The ‘Get Signatures’ feature streamlines the process, allowing you to send or sign documents stored in Dynamics 365 with pre-populated recipient information.

Key features include:

  • Easily request e-signatures for your Microsoft Dynamics documents.
  • Automatically store completed documents within Dynamics.
  • Track the status of pending envelopes in real-time.
  • Send documents for signature using existing templates.
  • Use your Dynamics address book to request signatures.
Send and eSign Documents in Dynamics

Automatically and securely store signed documents directly into designated folders within Dynamics.

Improved Visibility and Control Over Your Sales Cycle

Use the ‘Pending Envelopes’ action to track the status of documents sent from Dynamics 365 for signature. Each document features a detailed audit trail, enabling you to monitor every step of the process.

eSign also includes a reminder feature, allowing users to send reminders to document recipients directly from the dashboard. This built-in reminder system helps prevent delays, enabling you to send reminders with just one click and boosting your workflow efficiency.

Improve Sales Cycle with eSign and Dynamics

Collect signatures and seamlessly route documents for efficient processing.

Adapt and Personalise to Meet Your Business Needs

eSign for Dynamics 365 is designed with flexibility and scalability in mind, making it easy to configure and customise to fit your unique business processes. This integration helps streamline document management, enhance productivity, and ensure seamless compliance.

The eSign Developer Hub provides a wealth of advanced resources, such as API guides, SDKs, code samples, and an integrated testing playground, offering you full control over your integration. Experience the convenience and efficiency of eSign for Dynamics 365 and transform the way you manage digital transactions.

Easily Customisable eSign for Dynamics 365

Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

Lisa Harber | Team Leader 
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University of Oxford

“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

Purchasing Department | End User
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Paratus Law

“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

Simon Arthur | Owner
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Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

Emily Rice | Operations Manager
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National Clinical Homecare Association

“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

National Clinical Homecare Provider | End User
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Slater Heelis Solicitors

“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
Leicester Hospital Case Study

University Hospitals of Leicester

“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

Amy Page | Kidney Pharmacy Team
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
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Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
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10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
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Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
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University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We are a group of three schools operating across six sites supported by a Central Team, so we’re looking for an electronic approval solution that would bring about significant efficiency, both in time and cost. We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
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Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

Benefits of eSign and Dynamics 365 Integration

Streamline Business Communications

Our digital solutions are built to optimise your business workflow, enhance communication, and boost collaboration. By integrating eSign with Dynamics 365, you can streamline your processes and improve communication across your chosen workspaces.

Modernise Your Operations

Traditional paper-based processes no longer suffice in today’s fast-paced business landscape. Modernise your operations with our digital platform and e-signature solution to stay ahead of the competition.

Improve Customer Experience

Improve your existing processes and provide responsive customer service to leave a lasting impression on your business. By integrating eSign with Dynamics 365, your digital solutions can effortlessly communicate and collaborate, maximising efficiency.

Frequently Asked Questions

How do I integrate electronic signatures with Microsoft Dynamics 365?

To install the eSign app in Dynamics 365, follow these steps:

  1. Go to Power Automate, select ‘Solutions,’ and click on ‘Import Solution’.
  2. Choose the eSign package, click ‘Next,’ and then click ‘Import’.
  3. Navigate to ‘Contacts’ in Power Apps and select a user. The eSign option will appear in the dropdown menu.
  4. Click ‘Login’ to be directed to the eSign login page. Enter your eSign account credentials to grant access.

Once authorised, you’ll be able to select and send documents for signature directly from your Dynamics 365 dashboard.

Are e-signatures legally binding in Dynamics 365?

Yes, electronic signatures are legally binding and widely recognized in many countries. For instance:

  • In the UK, electronic signatures are legally valid under the Electronic Communications Act 2000 and the UK Electronic Trade Documents Act 2023.
  • In the United States, the Electronic Signatures in Global and National Commerce (ESIGN) Act and the Uniform Electronic Transactions Act (UETA) ensure that electronic signatures are treated the same as traditional handwritten signatures.
  • In the European Union, the eIDAS Regulation provides a legal framework for electronic signatures, ensuring their recognition and enforceability across all EU member states.

To find out more please visit the E-Signature Legality Guide.

How secure are electronic signatures in Dynamics 365?

Advanced and Qualified electronic signatures provide enhanced security compared to traditional signatures by incorporating multiple layers of authentication and protection. eSign’s signatures feature audit trails, certificates of completion, and tamper-evident seals to ensure the integrity of your documents.

Digital signatures, utilising public key cryptography, further boost security by validating the authenticity and integrity of a document or message, making them significantly more secure than traditional handwritten signatures.

To find out more about our security protocols, please visit the E-Sign Security Guide.

How do I track the status of electronically signed documents in Dynamics 365?

When sending a document for signature, you can use the ‘Check Pending Envelopes’ feature to monitor the status of your Dynamics 365 documents. By selecting the document, you can access a full audit trail that tracks the document’s progress through the signing process.

eSign also enables you to send reminders directly from the dashboard. If a recipient has not signed or reviewed the document, you can quickly send a reminder to keep the process moving. This built-in reminder system helps prevent delays and ensures that critical agreements are completed on schedule.

Our Services

Create, eSign, send, and track documents all from within our unified system to streamline your workflows.

eSignatures

Complete documents faster with secure and legally binding electronic signatures that can be applied from any device.

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Electronic Signature Service

Web Forms

Allow customers to populate and sign documents on your website, app or via email. Collect the information you require in an interactive format.

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Web Forms Services

eWitnessing

Enable signers to identify witnesses without the need for them to be physically present with conveyancer-certified eWitnessing.

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eWitness Services

Personalised Email

Ensure strong, uniformed branding across all your communications and send documents for eSignature with personalised emails.

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Personalised Email Services

eConsent

Enhance the patient experience, save consultant time and standardise information delivery processes with an eConsent solution.

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eConsent Services

API/Developer Hub

Customise and extend the functionality of your apps to meet your unique business needs with eSign’s API.

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API Hub Services

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