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Adobe Sign for Microsoft Dynamics: Upgrade Guide

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the package
    2. Configure the package
    3. User Guide
    4. Developer Guide
    5. Advanced Customization Guide
    6. Field Mapping and Templates Guide
    7. Mobile App User Guide
    8. Flows Automation Guide
    9. Document Builder Guide
    10. Configure Large Documents
    11. Upgrade Guide
    12. Release Notes
    13. FAQs
    14. Troubleshooting Guide
    15. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Adobe Sign for Microsoft Dynamics: Upgrade Guide explains how to upgrade Adobe Sign for Microsoft Dynamics (V 6.0+) to the latest version.

Overview

Upgrading the Adobe Sign for Microsoft Dynamics solution from 6.x version or later is a straightforward process of importing the new package, verifying some configuration elements, and then letting the package install. The process from start to finish generally takes under 30 minutes for most administrators.

DO NOT uninstall the existing package.

The upgrade process will update the existing package with the new content. Previous customizations will remain intact, and the user experience will be unchanged.

Upgrading the Online package

Megjegyzés:

Due to the updated API calls that enable the 9.3 functionality, customers upgrading their existing Adobe Sign for Dynamics Online solution from a version prior to 9.3 will need to recreate the real-time automatic status updates with Power Automate using the updated Template: Update Dynamics Agreement record on agreement state change in Adobe Sign.

  1. Install Adobe Acrobat Sign for Microsoft Dynamics 365
    Select 'Get it now' to install Adobe Acrobat Sign for Microsoft Dynamics 365.

  2. On the page that appears:

    1. Provide the required profile information:
    2. Check the checkbox to allow Microsoft to use or share account information.
    3. Select Continue.
    One more thing

  3. On the Terms and Privacy page:

    1. Select the correct Dynamics environment to apply Adobe Sign to (if you have multiple orgs).
    2. Agree to Microsoft’s Legal Terms and Privacy Statement.
    3. Agree to the Privacy Statement and Legal Terms for importing packages into Dynamics 365.
    4. Select Install.
    Megjegyzés:

    If a previous Adobe Sign for Dynamics package is already installed, then the package gets upgraded to the new version.

  4. You are redirected to the Power Platform admin center; the installation starts automatically

    • Installation of the package takes roughly 30 minutes
      • Refresh the page to update the status
    Installing

Upgrading the On-Premises package

  1. Download the current 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 the PackageDeployer.exe file.

    Extract the Deployer

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

    Splash screen

  5. To connect Acrobat Sign to Microsoft:

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

  6. After successful authentication, on the page that appears, review the Terms of Use and then select Next.

  7. On the Ready to Install screen, review the information and then select Next.

  8. After the validation completes successfully, select Next.

    Installed

  9. Once a confirmation message is displayed on successful deployment of the package, select Next.

  10. Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is upgraded.

 Adobe

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