Speed signing with Adobe Sign and Dynamics 365.
Adobe Sign works seamlessly with Dynamics 365, Online, and On-Prem to help you close deals faster, reduce risk, and increase retention.
Click, send, and get signed. Send contracts, agreements, and other documents for signature in a single click — without ever leaving Dynamics CRM. Recipients can sign and return contracts from a web browser or mobile device.
Minimize data entry and errors. Merge data from Dynamics entities into contracts. View your counterparty’s LinkedIn profile before sending, using integration with LinkedIn Sales Navigator. Push data from signers back into Dynamics.
Close business faster. Completely automate your quote-to-cash process by embedding Adobe Sign into multistep Microsoft Dynamics workflows.
Track and manage automatically. Keep track of document status throughout the signing process. Automatically attach signed documents and audit trails to the relevant entity.
"Now, with Adobe Sign integrated with Microsoft Dynamics 365, our agents can populate a contract while on the phone talking to a prospect, and press send. The prospect can electronically sign while on the phone with us without any hold up. It’s a far more engaging process."
— Piran Scott, Divisional Finance Director, Lifetime Training
The assurance you need, from the company you trust.
Security. Protect your data, your documents, and your company with industry-leading security resources from Adobe.
Compliance. Adobe Document Cloud solutions meet the most demanding industry and regulatory requirements — making it easy for you to ensure compliance and collect legal e-signatures.
Microsoft + other Adobe integrations
Create and share PDFs right in your Office 365 applications. You can also send documents for signature and track status in Word, PowerPoint, and Outlook.
Use Document Cloud solutions with SharePoint to streamline your document workflows. Get agreements signed instantly, and work seamlessly with PDF files.
Combined with Adobe Sign, give your HR team the tools they need to quickly offer and hire top candidates.
Dynamics 365 also integrates with other Adobe solutions. Personalize web content with Adobe Experience Manager, and integrate your sales and marketing with Adobe Campaign.