- Log in to Dynamics 365 Sales (must have a System Admin role).
- Navigate to Power Apps, click on Solutions and open App Source.
- Go to the Scrive listing (search for “Scrive for Dynamics”).
- In the app listing, click Download to install the app and make sure to check Enable Messages.
- Enter the prompted company data.
- In the Power App environment, on the left sidebar, go to Apps and go to the Dynamics Sales Hub.
- In the Sales Hub (under Sales Hub tab), navigate to Apps and click Scrive admin.
If you receive an error message related to a pop up which cannot be displayed because of ad blocker, remove the ad blocker in order to continue with the installation.
The system administrator must register the company as a Scrive user in order for registered users to initiate signing processes.
Connecting Dynamics 365 Sales to Scrive
Before using the Scrive app, the Dynamics 365 Sales instance must be registered with Scrive.
To do so, navigate to available applications, either by clicking the name of the 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. You might need to refresh the list by clicking the Refresh button for the Scrive Admin application to appear.
Note: The solution contains resource files for many languages. If a language from the solution is missing in the target system, this will be indicated in the import solution log. This will not affect the import or functionality.
Register your company with Scrive
New Scrive customer
If the company does not have a registered email with Scrive, the user will have to fill in all company information in the form and register as a new customer.
Existing Scrive customer
If the company is already an existing Scrive customer, the company user 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. Once the user group ID is provided by Scrive, enter the Scrive ID on the Register as existing Scrive customer tab.
Managing default values
It is possible to set default values for the signing process, which will help the user to minimize clicks and set standard values while still being able to override default values if needed.
Connect users to Scrive
Dynamics users need to be registered and have their own Scrive account in order to use the Scrive application. All Dynamics users will be listed in the Register Users tab.
To register and connect a Dynamics user not already registered with Scrive, click the plus sign by the user in the list and add the prompted user information. This will create a new account in Scrive and connect the Dynamics user to the corresponding Scrive account.
If the Dynamics user is already a registered Scrive user, the system will inform that there is already a registered user with the same email address and ask if the accounts should be connected. Dynamics users already connected to Scrive will be indicated in the list by a check mark.
Note: User will be matched by primary email.
Set security roles
In order for Dynamics 365 Sales users to use the Scrive app, the system admin must update the corresponding 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.
Security roles are found under Settings → Security → Security Roles.
Enable Scrive for custom entities
By default, Scrive will be enabled for Opportunities and Quotes. Both out of the box and custom entities can be enabled for Scrive. The following example will enable Scrive for the Account entity.
Add a new 1:n Relationship. Select Scrive Document as the related entity and name the lookup field appropriately.
Adding Scrive to forms
All entities connected to Scrive will show Scrive documents under Related in the form navigation.
Scrive documents can also be easily added as subgrids on forms, or added to application navigation.
Start a signing process
A user who is registered and connected to Scrive, and who has the correct security role, can start a document signing process from within Dynamics 365 Sales. From any entity connected to Scrive, open an entity form. Under Related, select Scrive Documents, and then select New Scrive Document.
Dynamics 365 Sales will automatically add the user and the primary contact for the related entity as the signing parties.
Under Settings, you can define the default role for the Dynamics 365 Sales user.
Select the document to be signed, and select any attachments.
Files can be added from the user's desktop, as an attachment in Dynamics 365 Sales or by generating a new document from Dynamics 365 Sales Word template.
You must enter a message (to all signing parties) before initiating the signing process.