eSign for Microsoft Dynamics 365

Integrating eSign with Microsoft Dynamics enables you to prepare, sign and manage documents directly from within your Microsoft Dynamics dashboard.

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E-Sign for Microsoft Dynamics 365

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Seamless Integration with Microsoft Dynamics

Unlock the full potential of your business operations with E-Sign's direct integration with Microsoft Dynamics. Our advanced e-signature solution is designed to enhance your workflow, providing a secure, efficient, and user-friendly experience.

By integrating E-Sign with Microsoft Dynamics, you can streamline document management, improve collaboration, and ensure compliance with industry standards. Experience the future of digital transactions and elevate your business processes with E-Sign.

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4.6 / 5

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4.7 / 5

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

Directly send documents for eSignature from Dynamics 365.

Send Documents and Approvals for Signing Directly from eSign

Signing or receiving signatures on a document is simple with E-Sign for Microsoft Dynamics 365. The ‘Get Signatures’ action allows you to easily send or sign a document, stored in Dynamics 365, with pre-populated recipient information.

Some of the key features include:

  • Request e-signatures for your Microsoft Dynamics documents
  • Completed documents save in Dynamics
  • Check the status of pending envelopes
  • Send documents for signature using an existing template
  • Request signatures using your Dynamics address book
Send Approvals for eSignature in Microsoft Dynamics

Automatically and securely store signed documents in Dynamics folders.

Greater Visibility and Control over your Sales Cycle

Use the ‘Pending envelopes’ action to check the status of documents sent from Dynamics 365 for signature. Each document comes with a full audit trial, so that you can keep track of every action that is taken with the document.

E-Sign also enables users to send reminders to document recipients directly from the dashboard. This built-in reminder system helps prevent delays, enables you to send reminders in just a click and enhances your overall workflow management.

Greater Visibility with eSign and Microsoft Dynamics 365

Collect valid signatures and route documents.

Configure and Customise to your Business Needs

E-Sign for Dynamics 365 is designed and built with flexibility and scalability in mind. With the ability to configure and customise to your bespoke processes, businesses can streamline document management processes, enhance productivity and maintain compliance with ease.

The E-Sign Developer Hub has a range of advanced API guides, SDK’s, code samples and a built-in playground for testing, so that you can have complete control over your integration. Experience the convenience and efficiency of E-Sign for Dynamics 365, and transform the way you handle digital transactions.

Customise and Configure 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 
Portsmouth Testimonial

Portsmouth University Hospitals

“E-Sign has proven to be a fantastic system that has had an important positive impact on our homecare prescription services. It has enabled us to significantly reduce the administrative burden on clinicians, creating a lean process that allows prescriptions to be signed and completed within minutes rather than days. The combination of E-Sign and our new prescription management platform has transformed our workflows, allowing us to improve the service we provide. A patient’s health is at the end of each document and E-Sign has helped us ensure that every document is processed quickly, securely, and accurately.”

Raghu Mamullapally | Lead Pharmacist Homecare Services
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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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
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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
university-of-salford-testimonial

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 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

Esignature Streamline Business Communications

Streamline Business Communications

Our digital products are aimed at streamlining your business workflow, communication, and collaboration. Combining eSign and Dynamics 365 can simplify your processes and boost communication between your chosen workspaces.

Esignature Modernise Business Operations

Modernise your Operations

Paper-based processes can no longer keep up with the demands of your business and market. Modernise your operations with our digital platform and electronic signature and ensure your business stays one step ahead of competitors.

Improve Customer Experience with E-Sign

Improve Customer Experience

Optimise your current processes and offer responsive customer service to leave a lasting impression of your company. With eSign and Dynamics 365, your digital solutions can communicate and collaborate for maximum efficiency.

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    Frequently Asked Questions

    How do I integrate electronic signatures with Microsoft Dynamics 365?

    To install the E-Sign app into your Dynamics 365, please follow the steps below:

    1. Go to Power Automate, then ‘Solutions’ and ‘Import Solution.
    2. Select the E-Sign package, click ‘Next’ and ‘Import’.
    3. Go to ‘Contacts’ in Power apps and click on a user. Here you will see the drop down for E-Sign in the menu.
    4. Click ‘Login’ and you will be navigated to the E-Sign login page. Please enter your E-Sign account credentials to authorise.

    Once access has been granted, you will be able to select documents for signature directly from your Dynamics 365 dashboard.

    How secure are electronic signatures in Dynamics 365?

    Advanced and Qualified electronic signatures are more secure than traditional signatures due to multiple layers of security and authentication built in. E-Sign’s signature has features like audit trails, certificates of completion, and tamper-evident seals.

    Digital signatures, use public key cryptography to validate the authenticity and integrity of a message or document, making them significantly more secure.

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

    Are e-signatures legally binding in Dynamics 365?

    Yes, electronic signatures are legal. They are recognised as valid and enforceable in many countries around the world. For instance:

    In the UK, electronic signatures are legally recognised and enforceable 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) establish that electronic signatures have the same legal standing as traditional handwritten signatures.

    In the European Union, the eIDAS Regulation provides a framework for electronic signatures, ensuring their legality and recognition across member states.

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

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

    When you send a document for signature, you can select ‘Check pending envelopes’ to check the status of your Dynamics 365 documents. When you click the document, you will be shown a full audit trial to see where the document stands in the signing process.

    E-Sign also enables you to send reminders to recipients directly from the dashboard. If a recipient hasn’t yet signed or reviewed a document, you can quickly send them a nudge to ensure the process continues smoothly. This built-in reminder system helps prevent delays and keeps your documents moving forward, ensuring that important agreements are completed on time.

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