Struggling with delays in document approvals? Finding it hard to track signed paperwork across multiple locations? Worried about security risks and lost documents in manual processes? When businesses rely on traditional paper-based signatures, they often face inefficiencies, missed deadlines, and compliance challenges.
When you want to improve the collaboration and make it quick, e-signature becomes necessary. If you are running a business that is only expanding every day, you must be looking for the best Dynamics 365 E-Signature app. Does Microsoft offer e-signature? Well, it’s not built-in. However, there are ways to incorporate signs in Dynamics 365.
Now, how does the electronic signature app work for Dynamics 365, and which add-on or app is best for you?
Let’s find out in this article.
Where to Use the Electronic Signatures?
Electronic signatures are suitable for crucial business activities. Certain processes include electronic signature capability. You can also specify unique signature requirements for each database table and field.
Electronic signatures incorporate digital signature functionality. Every user who signs documents must acquire a valid cryptographic certificate. When a document is signed, the private key that is connected with the certificate is verified. The electronic signature information is kept in a log to provide an audit trail.
How to Create an Electronic Signature in Dynamics 365?
So, how to create an electronic signature? Here is a step-by-step guide for it.
1. Navigate to System Administration > Setup, then License Configuration.
- Expand the 'Administration' category in the tree.
- Make sure the Electronic signature check box is checked.
- If you do not choose the Electronic signature checkbox, you must enable maintenance mode. In this environment, you can enable maintenance mode by initiating a maintenance job from Lifecycle Services or using the Deployment tool. Locally set up the integration of the tool you have chosen.
2. Shut down the page.
How to Sign Documents Electronically with the Electronic Signature App?
When you look for a certificate, a private and public key are generated for you in Dynamics 365 E-Signature App. The private key is encrypted using a unique sequence known only to you.
To get a certificate, move to the Options page, then to the Accounts tab, and click on Get Certificate.
Now, you need to enter and confirm the password you will use to sign.
The password secures your private key and permits the use of your certificate. If you forget this password, you will need to reset your certificate because even the D365 Administrator does not know the password.
When you need to sign a document in the Microsoft electronic signature app or when a document changes, you will be directed to the Sign document page.
- Click on the document to see all of the modifications made to it.
- On the Signature tab, enter a reason code.
- If necessary, leave a comment.
- If your User ID does not appear in the Signer area, select it from the list.
- Please enter your location.
- Finally, click OK.
When you must sign for another user’s modifications, for example, a supervisor may want to sign for changes made by an employee to a bill, follow these steps:
- Click Designate Approver on the Options page, under the Accounts tab.
- In the Approver User ID column, provide the ID of the user who must sign for the employee who made changes to the document.
- Select the modifier's ID from the Sign for User ID field.
E-signatures are becoming an increasingly desirable feature to incorporate into your Dynamics 365 system. With technology becoming more prevalent and organisations being worldwide, there is a need to carry out tasks remotely.
Which App is Best for Microsoft 365 Electronic Signature?
Get DHRP E-SIGN Add-ons for Dynamics 365…
If you are looking for the ideal e-signature app to integrate with Dynamics 365, DHRP has the best add-on. This is developed to offer a transformative solution for an easy and seamless signing process. Regardless of your location or other signers, it ensures easy collaboration.
This unique solution eliminates the need for traditional paper-based signatures by seamlessly integrating electronic signatures, allowing for quick and genuine electronic signings.
Its versatility is critical to its success, as it not only expedites the signing process but also helps to create a more sustainable and environmentally friendly approach by eliminating reliance on physical documents.
Additionally, the DHRP E-Signature add-on improves the productivity, security, and dependability of electronic signatures in Dynamics 365 processes. Businesses can confidently embrace the future of digital transactions by seamlessly integrating e-signatures without sacrificing security or compliance.
This significant enhancement not only streamlines procedures but also ensures that firms can function with greater agility and reactivity, meeting the needs of today’s changing business climate.
The DHRP E-Signature add-on is available on AppSource, the Microsoft Marketplace, with a free three-month trial to get you started.
Key Features of DHRP e-signature Add-on:
- Secure Electronic Signature: Ensure confidentiality and legality in document exchanges.
- Efficient Document Management: Organize, track, and access files easily.
- User-Friendly Interface: An intuitive design that allows for simple navigation and use.
- Integration with an Existing D365 CRM: Connect seamlessly with your CRM to streamline operations.
- Access Control and Security Measures: Use rigorous security mechanisms to protect sensitive information.
- Complete Control Over Settings: Configure settings to meet your individual needs.
Conclusion
Now, if you are looking for the best Dynamics 365 E-Signature App, you know what suits you right. So, make your signature process easy simply with Microsoft Dynamics 365’s Add-on for E-signature by DHRP. Need to know more before you proceed?
Book a quick call to get a FREE DEMO.
To learn more about DHRP’s Dynamics 365 add-ons, please contact us.