Installing Scrive for Dynamics 365 Sales

Import solution

Log in to Dynamics 365 Sales with a user under System Admin role. Import managed Scrive solution provided the normal way, check enable messages.

Note: Solution contains resource files for many languages, if a language from the solution is missing in target system, there will be an indication of that in the import solution log. This will not affect the import or functionality.

Set security roles

Update desired security roles. A regular user will need to have access to the entity Scrive Document. Regular users will also need read access to entity Scrive Config. Users configuring Scrive will also need write and append access to Scrive Config.

Typical user example

Connecting Dynamics 365 Sales to Scrive

Before starting to sign documents, the Dynamics 365 Sales instance must be registered with Scrive.

Navigate to available applications, either by clicking the name of current application, for example Sales Professional, in the header of the Dynamics 365 Sales web interface, or by navigating to home.dynamics.com. Locate the application called Scrive Admin. Sometimes it’s needed to refresh the list by clicking the refresh button for the Scrive Admin application to appear.

Register as a new Scrive customer

Fill in all information for company and user to register as a new customer.

Existing Scrive customer

Existing Scrive customers must provide their Scrive user group ID to enable the Scrive integration to Dynamics 365 Sales.

To get your Scrive user group ID, reach out to your Scrive contact, or Scrive support. 

Connect users to Scrive

Dynamics 365 Sales users need to be registered with Scrive to be able to start signing of a document. All Dynamics 365 Sales users will be listed. To register a Dynamics 365 Sales user with Scrive, click the plus sign by the user in the list. If the user is already registered as a user in Scrive a dialog to connect Dynamics 365 Sales user to existing Scrive user will show.

Note: User will be matched by primary email

If Dynamics 365 Sales user is not already registered in Scrive, some information will need to be provided.

This will create a new account in Scrive and connect the Dynamics 365 Sales user to it. Dynamics 365 Sales users already connected with Scrive will be indicated in list by check mark.

Managing default values

It is possible to set default values for the Signing process, this will help user by minimizing clicks, setting standard values, user can still override values.

Role

Default role of the user starting the signing process.

Enable scrive for entity

By default Scrive will be enabled for Opportunities and Quotes. Both out of the box and custom entities can be enabled for Scrive. This example will enable Scrive for the Account entity. Add a new 1:n Relationship. Select Scrive Document as related entity and name the lookup field appropriately.

Adding Scrive to forms

All entities connected to Scrive will show Scrive documents under “Related” in form navigation.

Scrive documents can also easily be added as subgrids on forms, or added to application navigation.

Start a signing process

A user who is registered and connected to scrive and also has the correct security role can start a document signing process from within Dynamics 365 Sales. On an entity connected to Scrive, open a entity form and select Scrive Documents under Related, next select new Scrive Document.

When starting a new signing process Dynamics 365 Sales will automatically add the user starting it as a party, it will also add the primary contact for related entity as a signing party.

It is possible to define the default role for the user starting the process in settings.

Next select the file that should be signed and also eventual appendix.

Files can be added from users disk, from attachment in Dynamics 365 Sales or by generating a new document from Dynamics 365 Sales word template.

A message to all signing parties needs to be provided before it’s possible to start sign.