The release of the EchoSign for Microsoft Dynamics 2013 integration is now available.
Dynamics 2013 is Microsoft’s latest CRM product. The version of Dynamics sports a brand new UI and a complete redesign. Microsoft has also been updating their CRM Online customers fairly aggressively to this new version. The EchoSign integration for Dynamics 2013 follows our integration philosophy of enabling the full functionality for sending, tracking and managing EchoSign transactions from within native environment. The Dynamics 2013 integration includes:
• Ability to send documents directly from within Leads, Opportunities, Contacts, and other Microsoft Dynamics entities including custom entities
• Real-time status tracking of EchoSign transactions with visibility to EchoSign events in the Dynamics Activity Feeds
• Automatically merging data from Microsoft Dynamics fields into contracts, and push data from signers back to Dynamics fields
• Ability to attach invoices or custom reports and send them for signature. This allow dynamic generation of documents and forms using the native Microsoft capability and be able to leverage that within our integration
• Record and store the signed agreements and the audit trail that capture each step in a contract’s history
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