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Participant
January 19, 2023
Question

Integration of Adobe Sign with Dynamics 365.

  • January 19, 2023
  • 1 reply
  • 547 views

I'd like some clarification regarding a few things. 

 

First query: Can the data in Adobe's "Agreement Template" be changed dynamically depending on a record inside a particular entity in Dynamics 365?

 

The situation is that we integrated Adobe Sign with our Dynamics 365 system, but each time we create a "Agreement Template" record inside the Adobe Sign interface, we see it after pressing the "Request Signature" button inside the crm. In our case, this isn't the best situation because if we created 100 records and we want to send 100 signatures, that means we'll create 100 templates. Is there another way? It will be really difficult to manage because I don't want all 100 of these templates to appear once I press "Request Signature."

 

Another query: How can I use the Adobe Sign APIs to send a document for signing from within Dynamics 365 and set the "recipients," "file," and "signature type" fields from data inside the crm?

 

Best regards

This topic has been closed for replies.

1 reply

Meenakshi Negi
Community Manager
Community Manager
February 1, 2023

Hi Suzan28011393hzfn,

 

Thank you for reaching out.

 

We have checked that you are using the Acrobat Sign Developer service.

As you have a question related to integration, the experts can best answer it.

Moving this thread to the Acrobat Sign Developer board for visibility.

 

You may also contact the pre-sales team. They will be able to provide you the pre-sales technical assistance and share the correct information.

Please refer to the following link to contact them: https://acrobat.adobe.com/us/en/sign/pricing/plans.html. You may use the Contact us button for Adobe Sign Solutions under the team tab.

 

Thanks,

Meenakshi

Participant
February 5, 2023

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