Getting started with Scrive for Dynamics 365 Sales

Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software applications. Microsoft markets Dynamics applications through a network of reselling partners who provide specialised services. Microsoft Dynamics forms part of "Microsoft Business Solutions".

Requirements

• A Dynamics 365 Sales account
• Subscription to Scrive eSign Online plus additional fee to use the Scrive app for Dynamics 365 Sales. Pricing depends on number of users. For details, contact Scrive sales.

What can the Scrive app do?

Send documents for e-signing directly from a Dynamics 365 Sales Opportunity, Quote or any other Dynamics 365 Sales entity and track the progress of the signing process. Supports document templates, including custom field mapping, and signing party authentication with eID.

Setting up the Scrive app

Your Dynamics 365 Sales administrator must install and configure the Scrive app for your team.