The outcome of a commercial partnership is entirely dependent on the execution stage of the contract lifecycle. To be valid, the legal agreement must be signed by all parties concerned.
Now, to make it possible, you need a proper contract with the signs of each party on it. So, consider spending the time to print contracts and get physical signatures from clients and suppliers.
It’s not only another financial burden on shipping costs but other resources too. Businesses must wait a long time for the signee to sign and return the contract, in addition to the time spent preparing it.
Business owners and executives don’t have time to stick around for your ever-long signing process. They will move to another services provider – leaving you in a loss.
But you don’t have to lose a potential customer due to the lack of efficiency when you have solutions for eSignatures Integration in Dynamics 365.
Does Microsoft Dynamics 365 Have eSignatures?
Yes, Dynamics 365 supports eSignatures through seamless integration with popular digital signature solutions. These integrations help businesses efficiently obtain legally binding electronic signatures directly within their Dynamics 365 environment, making contract management and approval workflows smoother.
Additionally, the DHRP eSign Add-on provides a powerful solution for businesses seeking enhanced customization and control. It offers secure, compliant, and easy-to-use electronic signature capabilities directly integrated into Dynamics 365. This add-on simplifies the signing process, reduces operational delays, and boosts overall efficiency in managing contracts and approvals.
How eSignatures Integration in Dynamics 365 Can Streamline Your Business Operations
Efficiency is essential in the current business world, and today’s market is even more demanding for efficiency. We are living in a time of swaps and taps.
No one has time to waste on longer procedures of getting things done. It’s either happening in a few clicks on your potential customer or your partner is not coming back.
So, can Dynamics 365 Electronic Signature make it easy?
- By integrating e-signatures with Dynamics 365, you may eliminate the need for physical paperwork and speed up the signing process. This eliminates the need to print, scan, or fax papers back and forth, saving significant time and resources.
- Moreover, the reduction in physical paperwork and operational steps leads to noticeable cost savings on printing, shipping, and administrative expenses, making it a financially beneficial solution for businesses aiming to streamline processes and boost efficiency.
- With e-signature integration, your team can create documents from within the d365 system and submit them to clients for evaluation and approval. The seamless connectivity enables real-time updates and tracking, ensuring that all parties remain on the same page throughout the process. This enhanced openness and efficiency eventually leads to shorter business processes and happier customers
- Electronic signature solutions for Dynamics 365 can also help improve security measures. They frequently include extensive encryption and authentication features, ensuring that all signed documents are secure and tamper-proof. This extra layer of security not only protects critical consumer information but also helps your company comply with data privacy laws.
Business Level Features of Microsoft 365 Electronic Signature Solutions
Many top industries and sectors are leveraging the benefits of Dynamics 365 eSign solution. With Dynamics 365 eSignature integration, you get to streamline the signing process and eliminate any hassles in your way. What are the possibilities?
Here are the features you can get with DHRP Add-on for e-signatures in Dynamics 365.
Directly Send Documents for Signature from Dynamics 365
D365 E-signature add-on for Microsoft Dynamics 365 makes it simple to sign and receive signatures on documents. You can directly send documents to each party and get the signatures in no time.
Some of the important features are:
- Request electronic signatures for your documents.
- Completed papers are saved in Dynamics 365.
- Keep track of all the documents.
- Send papers for signatures using an existing template.
Manage Your Documents on the Go
Make it easy for parties to sign any documents at any time. Easy agreement processing is now your way to get more stakeholders and complete deals faster. Allow people to sign practically any type of agreement using any device.
Custom branding and responsive signatures can also help you provide more intuitive experiences for your customers.
Get Multiple Signees Automatically
Dynamics 365 e-signature allows you to process several signee options at once. It allows many people to sign the document in a specified order. Automatically alert each signee when it’s their turn to sign, ensuring a seamless signing process.
Integration with Dynamics 365 Finance and Operations & CRM
Seamlessly connect eSignature processes across Dynamics 365 Finance and Operations (FinOps) and CRM. This integration ensures a unified workflow for approvals, sales contracts, and financial documents, eliminating manual bottlenecks and improving operational efficiency.
System Configuration for Dynamics 365 eSignature App
There are some settings required to enable electronic signatures in your D365 environment, but the end result will be well worth it. The Organization administration module contains the vast majority of the parameters required for this functionality.
The first setup will include a Notice Field that will notify users of the need to electronically sign a document. The following phase will include reason codes with descriptions, which the signer will choose when signing.
Then you’ll configure the processes that require an electronic signature. You can even incorporate custom user-defined signature criteria.
Conclusion
Paper-based processes are no longer enough to meet the expectations of your organization and market. You must modernise your processes with our digital platform and electronic signature to keep your company one step ahead of the competition.
If you are looking for a solution that can provide you a simple process for e-signature while fulfilling your needs, DHRP has the solution.
Our eSignatures add-on for Dynamics 365 is all about making your contract lifecycle short and simple. So, talk to our experts to add up the best e-signature solution to your Dynamics 365 system. Let’s work together towards digital future.
Take advantage of our 14-day free trial—request a demo or visit AppSource to claim this offer. For more information about DHRP’s Dynamics 365 add-ons, feel free to contact us.
