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Shailesh Jaria
Participant
February 14, 2014
Answered

Integration with Dynamics CRM 2013

  • February 14, 2014
  • 2 replies
  • 1604 views

Hi,

I need to integrate echosign with Dynamics CRM 2013. As per your website the current integration option is available for Dynamics CRM 2011.

Do we have support for Dynamics CRM 2013? If No, by when can we expect the same.

Regards

Shailesh Jaria

+91 9711405099

This topic has been closed for replies.
Correct answer Jat ATS

Hi,

Yesterday we announced the release of the EchoSign for Microsoft Dynamics 2013 integration.

For more information please visit our blog, http://adobe.ly/1c1ovWG

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

2 replies

J
Adobe Employee
Jat ATSCorrect answer
Adobe Employee
March 5, 2014

Hi,

Yesterday we announced the release of the EchoSign for Microsoft Dynamics 2013 integration.

For more information please visit our blog, http://adobe.ly/1c1ovWG

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
J
Adobe Employee
Jat ATS
Adobe Employee
February 14, 2014

Hi Shailesh,

Support for MSCRM 2013 is on the product roadmap but right now we do not have any ETA. I expect there should be some news around this towards the end of the month.

Thanks,

Jat

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