Dynamics CRM Signature Field

Report · Sep 18, 2018

Is it possible to add a signature field to a MS Dynamics CRM Form in order for a Field Service Engineer to get the customer to sign off on a mobile device on a field visit. The signature field would have to appear on the actual form rather than emailing a link to the customer.

Report · Nov 23, 2018

John,

Here is a high level overview of how you can accomplish this:

1) Grab a chrome extension to show hidden fields on a dynamics 365 form.

2) navigate to an existing Adobe Agreement ( not a service agreement ) record in your system.

3) enable all hidden fields using the chrome extension

4) At the bottom of the form, you'll see "current signer url" ( or something like that ).

This field is actually storing the data for 'Signing URL' which is part of adobe's API How to retrieve the signing url for an agreement in REST API | Adobe Sign . The signing url is the answer to your question

It returns the URL for the next recipient to sign. If you are working with field service, I'll assume the use case is for the tech to finish a work order and have the client sign. Just create an agreement that has sign-in-person checked and display the signing url in an iframe.

Definitely look at the adobe sign workflow activities in the managed solution. I would recommend to create your workflow in real-time so the technician can immediately have the customer sign.

I'll leave the condition and when/how you want to display up to you, but that should get you way down the road. Let me know if I can help with the details

Report · Mar 06, 2019

Hi

For some reason when I send an Agreement the Current Signer URL is empty and the Signing URL field on the Recipient is empty.

I'm using version 7.0.0.1 of the AdobeSign solution.

If I check the SigningURL using the REST API then I do get the URL's back for all Recipients, it's just not populating the CRM records with these URL's.

Any ideas?

Thanks

Scott