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Adobe Acrobat Sign for Microsoft Dynamics 365 On-Premises: Installation Guide

Adobe Acrobat Sign for Microsoft Dynamics 365 On-Premises: Installation Guide is designed to provide instructions for installing and configuring the Acrobat Sign integration for Microsoft Dynamics CRM.

Overview

Acrobat Sign offers a plug-and-play integration solution with Microsoft Dynamics CRM. This integration provides the following benefits:

  • Accelerates the quote-to-cash process by sending agreements—such as contracts and sales documents—from Dynamics.
  • Automatically merges data from Dynamics entities—such as accounts and contacts— into agreements and pushes data gathered from signers during the signing process back to Dynamics.
  • Enables mobile functionality via the Sales Hub (for installations on Dynamics 365 9.x and later).
  • Makes it easy for recipients to sign anywhere, anytime, on any device.
  • Makes it possible to track documents sent out for signature from within Dynamics.
  • Eliminates manual steps across the entire process.

This document is expressly for Microsoft Dynamics 365 On-Premises 9.0 and beyond.

The scope of this document is focused on a new installation of the Adobe Acrobat Sign for Dynamics On-Premises solution.

If the solution is already installed, and you're looking to upgrade the solution to the newest version, refer to the Upgrade Guide.

Prerequisites

  • Microsoft Dynamics 365 On-Premises 9.0 or later
  • Ensure that any required language packs have been installed into Dynamics 365 before installing the Adobe Acrobat Sign package.
  • A licensed enterprise-level Adobe Acrobat Sign account or an enterprise-level trial account.
    • Verify that the email address of the Adobe Acrobat Sign account-level admin is the same as the installing Dynamics CRM admin.
  • Provide all the owned domains your users could use in their email addresses. Don't include public use domains like gmail.com or yahoo.com.
  • Obtain a list of all users in the Adobe Acrobat Sign system using your owned domains
    • Once obtained, you may need to request valid users to be moved into your CRM-linked Adobe Acrobat Sign account.
    • The user email in Adobe Acrobat Sign must match the primary email of the CRM user. If it isn't, the Adobe Acrobat Sign email value should be changed.

Within the Dynamics environment, verify the following:

  • Licensing – Adobe Acrobat Sign Users and Administrators need to be assigned with read /write CRM Cal Licensing.
  • File Limitations – The file upload size limit is configurable in CRM (default value is 5 MB). Users get an error if they try to attach a file larger than the configured value.
    • If the signed PDF is larger than the configured value, Dynamics prevents the file from attaching to the parent (or mapped) entity.

Supported browsers

  • Chrome - current version
  • Firefox - current version
  • Safari - current version
  • Edge - current version

Edge browsers

For Microsoft Dynamics to work seamlessly in the Microsoft Edge browser you must trust the below sites in your browser security configuration:

  • https://*.adobesigncdn.com
  • https://*.adobesign.com
  • https://*.echocdn.com
  • https://*.echosign.com
  • https://cc-api-data.adobe.io
  • If using a third-party identity management system, that URL needs to be added as well

Get the package

You can request a 30-day free trial of Adobe Acrobat Sign for Dynamics CRM.

You must install the current AdobeAcrobatSign_for_Dynamics_365_On-Premises_Deployer package.

Additional resources:

If you've any questions or concerns regarding the installation process, contact customer support.

Install the on-premises package

The Adobe Acrobat Sign for Dynamics 365 package is delivered with a guided installation wizard/executable: PackageDeployer.exe

Deployer.exe is the best method to achieve a clean install of the package with minimal interaction from the admin, and significant logging in case a problem is encountered.

Admins that are deploying from a non-Windows system won't be able to launch the .exe, so a manual import process is available. Admins on the Windows platform can also install manually, but it is strongly recommended that the executable be used if possible.

Caution:

In no case should the OnPrem executable be used to attempt an installation in an Online environment.

  1. Download the AdobeAcrobatSign_for_Dynamics_365_On-Premises_Deployer package and save it to your local system.

  2. Extract the downloaded file.

    Extract the Deployer

  3. Open the extracted folder and double-click on PackageDeployer.exe.

    Extract the Deployer

  4. On the Package Deployer tool page, select Continue.

    Splash screen

    NOTE: Clicking Continue may cause an error to trigger on the screen:

    Error message

    If this happens:

    1. Return to the extracted folder
    2. Locate and right-click the PackageForDynamicsV9.x.dll
    3. Click Properties on the bottom of the pop-up menu
    4. Check the Unblock box on the Properties pop-up
    5. Click Apply
    6. Click OK
    7. Return to step 3 and double-click on the PackageDeployer.exe to resume the installation
    Unblock the DLL

  5. In the connect screen:

    • Select the appropriate Deployment Type (On-premise).
    • Provide the authentication details to connect to the instance where you want to deploy the package.
    • Choose Login.
    Auth type

  6. After successful authentication, the Terms of Use for the Adobe Acrobat Sign package are shown.

    • Review the Terms of Use
    • When done, click Next
    Adobe Sign terms of use

  7. Review the information on Ready to Install screen

    • Choose Next
    Ready to install

  8. After the validation completes successfully, choose Next

    Installed

  9. The package deployment status and log file can be viewed.

    • After a confirmation message is displayed on successful deployment of the package, click Next
  10. Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is installed.

Manual installation instructions for non-windows platforms

Post Install Configuration (Required)

Install the Integration Key

New installations require an integration key to be generated in Adobe Acrobat Sign and then entered into Dynamics. This key is the access token that authenticates the Adobe Acrobat Sign and Dynamics environments to trust each other and share content.

To generate an Integration Key in Adobe Acrobat Sign:

  1. Log in to your administrative user for your  Acrobat Sign account

    • Navigate to Account > Adobe Acrobat Sign API > API Information
    • Click the Integration Key link in the middle of the page
    Note:

    If you do not see the Integration Key link on your API Information page, please contact customer support to review your account settings and make the required adjustments to expose this required functionality.

    Navigate to Account > Personal Preferences > Access Tokens

  2. The Create Integration Key interface loads:

    • Provide an intuitive name for your key (e.g. Dynamics CRM)
    • Configure the Integration Key with the following elements enabled:
      • user_read
      • user_write
      • user_login
      • agreement_read
      • agreement_write
      • agreement_send
      • library_read
      • library_write
    • Click Save once the key is configured
    The Create Integration Key interface

  3. The Access Tokens page is exposed showing the keys designed in your account.

    • Click the key definition created for Dynamics CRM
      • The Integration Key link is exposed at the top of the definition.
    • Click the Integration Key link
    The Integration Key link

  4. The Integration key is exposed:

    • Copy this key and save in a secure place for Step 6
    • Click OK
    The Integration key

  5. Install the integration key into Dynamics CRM:

    Log in to your administrative user for your Dynamics CRM environment

    • Navigate Main > Adobe Acrobat Sign > Admin Settings
  6. The Adobe Acrobat Sign Admin Settings page loads:

    • Paste your key into the Integration Key field
    • Click Validate Key in the ribbon
    The Adobe Sign Configuration page

    After a short delay, the page refreshes showing that you are “Connected" and displaying the integration key being used.

    • The Integration Key field will be locked
    • The Validate Key button changes to Remove Key
    The Adobe Sign Admin Settings page


Verify Legacy Form Rendering is Disabled

It is necessary to disable legacy form rendering to use Adobe Acrobat Sign. To do this:

  1. Navigate to Settings > Administration

    • Click System Settings
  2. The System Settings page loads:

    • Ensure that the Use legacy form rendering setting is set to No
    • Click OK
    The System Settings page

Deploy Adobe Acrobat Sign to Users by Assigning Security Roles

Every Dynamics user that is expected to use the Adobe Acrobat Sign application needs to have their security role configured in the Dynamics environment.

The security roles are:

  • Adobe Acrobat Sign Reader –Allows the user read-only access to Agreement records.
  • Adobe Acrobat Sign User - Allows the user to work with Agreements and other application entities. This role permits the user to see only their own records and allows User level access to built-in CRM records such as Contacts, Accounts, Leads, Opportunities, Orders, Invoices, and Quotes.
  • Adobe Acrobat Sign Administrator – This role includes additional privileges in addition to the Adobe Acrobat Sign User role such as adjusting Global Settings, Data Migration, and allowing visibility over all Agreements throughout the application.

To configure the security roles:

  1. Navigate to Settings > Security

  2. The Security page opens:

    • Select Users
    the Security page

  3. The Enabled Users page loads

    • Select all the users you want to promote to one type of security role
    • Click Manage Roles
    The Enabled Users page

  4. The Manage User Roles pop-up displays

    • Check the security role you want to define for these users
    • Click OK
    The Manage User Roles pop-up

Optional Configurations

Adobe Acrobat Sign Admin Settings

The Adobe Acrobat Sign Admin Settings page permits access to the administrative tools for building templates and mapping data, as well as creating custom workflows.  Optional settings are also available to customize the user experience.  

To access the settings:

  • Navigate to Adobe Acrobat Sign > Admin Settings

The Adobe Acrobat Sign Admin Settings page loads. Two sections are available:

  • Account and Setup – The Integration key and checklist for the initial account setup process
  • Configuration – Quick links to the most common admin functions and documentation, as well as optional flags for the user experience

Enabling Activity Feeds on Adobe Agreement entity (Recommended)

Enabling the activity feed for the adobe_agreement object permits Acrobat Sign to update the events of the agreement under the Posts section on the Agreement record as well as the CRM records that were the parent object for the agreement (Contacts, Accounts, etc.).

  1. Navigate to the Adobe Acrobat Sign Admin Settings page

  2. Check the Enable activity feeds on Adobe agreement entity box

    Enable Activity Feeds

  3. Save the configuration


Enable Optional Authentication Methods

In your Adobe Acrobat Sign account, configure any authentication methods that you want to enable for your users:

  • Log in as an Adobe Acrobat Sign Admin
  • Navigate to: Account > Account Settings > Send Settings > Identity Authentication Methods
Configure authentication methods


Enable Bio-Pharma (CFR 21 part 11) Signatures

If your work process demands that you have CFR 21 part 11 compliant signatures, configure your Bio-Pharma controls in your Adobe Acrobat Sign account:

  • Log in to Adobe Acrobat Sign as an admin
  • Navigate to: Account > Account Settings > Bio-Pharma Settings  
Configure bio-pharma controls


Removing / Revoking the Integration Key

If you need to remove the current Integration Key from your Dynamics installation, you can do so on the Adobe Acrobat Sign Configuration page under Global Settings.  Removing the key severs the trust relationship between Dynamics CRM and Adobe Acrobat Sign, stopping all new transactions as well as updates for existing transactions. Once the key is removed, it can be re-applied at any time to resume the interaction between the two systems.

To remove the key:

  • Navigate Adobe Acrobat Sign > Admin Settings
  • Click Remove Key in the ribbon
The Adobe Sign Admin Settings page

Removing the key is not the same as revoking the key.  Revoking a key must be done in the Adobe Acrobat Sign system, and makes that key permanently disabled for Adobe Acrobat Sign use.

To revoke a key:

Log in to your administrative user for your Adobe Acrobat Sign account

  • Navigate to Account > Personal Preferences > Access Tokens
  • Click the key definition for the Integration Key you want to revoke
    • This exposes the Revoke link
  • Click Revoke
the Revoke link

  • Click Yes when challenged

Data Mapping

Agreement Templates

Adobe Acrobat Sign for the Customer Service Hub

If your company has deployed Adobe Acrobat Sign for Dynamics version 9.2 or later, you have access to the Adobe Acrobat Sign functionality on the Dynamics Customer Service Hub also.

The Hub offers the same functionality with improved formatting, allowing direct access to phones, tablets, and any other mobile device.

Adding Custom CRM Entities to Adobe Acrobat Sign

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