User Guide Cancel

Adobe Acrobat Sign for Microsoft Dynamics 365 Online: Installation Guide

Overview

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

  • Accelerates the quote-to-cash process by sending agreements, such as contracts and sales documents.
  • 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. This functionality is available only for installations on Dynamics 365 9.x and later.
  • Allows recipients to easily sign anywhere, anytime, and from any device.
  • Allow senders to track documents sent out for signature from within Dynamics.
  • Eliminates manual steps across the entire process.

Adobe Acrobat Sign for Microsoft Dynamics 365 online: Installation Guide provides instructions on how to:

Additional resources

To upgrade your already installed Adobe Acrobat Sign for Microsoft Dynamics 365 package to the latest version, refer to the Upgrade Guide.

Contact customer support if you've any questions or concerns regarding the installation process.

Prerequisites

To be able to successfully install and use Acrobat Sign for Microsoft Dynamics 365, you must ensure that:

  • The required Language Packs are installed into Dynamics 365.
  • The user has a licensed enterprise-level Acrobat Sign account or an enterprise-level trial account.
    The email address of the Acrobat Sign admin must be the same as the one for installing Dynamics CRM admin. If a group-level admin creates an integration key, the users must have a membership to that admin’s Primary group to be able to access the application.  
  • All the possible user domains are included. Do not include public domains such as gmail.com, yahoo.com, and others.
  • You must obtain a list of all users in the Acrobat Sign system using your owned domains and request valid users to be moved into your CRM-linked Acrobat Sign account. 
    Note: All the user email addresses must match the primary email of the CRM user. Else, you must Change the Acrobat Sign email value.
  • Acrobat Sign Users and Administrators are assigned with read /write CRM Cal Licensing within the Dynamics environment.
  • The file upload size limit is configurable in CRM (the 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

Install Adobe Acrobat Sign for Microsoft Dynamics 365 Online

  1. Go to the Microsoft AppSource page for Adobe Acrobat Sign for Microsoft Dynamics 365 package and select Get it now.

    app-store-get-it-now

    Note:
  2. On the Confirm your details dialog that appears, verify your user details and review permission details. Once done, select Get it now.

    get-it-now-confirm-details

  3. On the Install Adobe Acrobat Sign for Microsoft Dynamics 365 dialog that opens:

    1. From the 'Select an environment' dropdown, select the appropriate environment where you want to install Acrobat Sign.
    2. Select the 'I agree to Microsoft’s Legal Terms and Privacy Statement' checkbox.
    3. Select the 'I agree to the Privacy Statement and Legal Terms for importing packages into Dynamics 365' checkbox.
    4. Select Install.
    Note:

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

    dynamics-install

  4. On the Power Platform admin center page that opens, verify the progress of the installation. It may take about 30 minutes. Refresh the page to update the status.

    package-installed

Configure Acrobat Sign for Microsoft Dynamics 365

After installing the Acrobat Sign for Microsoft Dynamics 365 package, you must implement the following configuration settings:

Implement custom settings (optional)

Add Custom CRM Entities to Acrobat Sign

You can associate your agreements with the following built-in CRM entities included in the Adobe Acrobat Sign package:

  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • Quotes
  • Invoices
  • Orders
  • Contracts

Custom entities can only start an agreement from the Request Signatures menu item. You cannot use the Quick Create system to start an agreement from a custom entity.

You can add your custom CRM entity or any other built-in CRM entity to this scope using simple steps, as explained in the following steps. The example setup explains how to add a custom CRM entity called 'Customer.'

Get help faster and easier

New user?