The online version of the package is installed from Microsoft’s AppSource store:
- Log in to Dynamics as a Dynamics Administrator at https://home.dynamics.com/
- Click the Get more apps button
- Search for Adobe Sign
- Click Get it now
Complete instructions for upgrading versions (6.0+) of Adobe Sign for Microsoft Dynamics CRM.
Upgrading the Adobe Sign for Microsoft Dynamics solution from any 6.x version or later is a straight forward 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 in place.
Previous customizations will remain intact and the user experience will be unchanged.
Obtain the current package from the integration hub >
The On-Premises _deployer package does not auto-install with iOS systems. A ramification of this is that Admins on Apple systems need to unzip the _deployer file, and import the packages individually, and in order.
Steps 3-5 will need to be repeated for each package.
Import in this order:
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.
The online version of the package is installed from Microsoft’s AppSource store:
Provide any requested profile information
On the Terms and Privacy page:
If a previous Adobe Sign for Dynamics package is already installed, then the package gets upgraded to the new version.
You are redirected to the Power Platform admin center; the installation starts automatically
Download the current OnPremise_Deployer from: https://helpx.adobe.com/sign/using/integration-guides.html#Dynamics and save it to your local system.
Extract the downloaded file
Open the extracted folder and double-click on the PackageDeployer.exe
In the introduction screen of the Package Deployer tool:
Connect to Microsoft:
After successful authentication, the Terms of Use for the Adobe Sign package is shown.
Review the information on Ready to Install screen
After the validation completes successfully, choose Next
The package deployment status and log file can be viewed.
Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is upgraded.
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