DocuSign for Microsoft Dynamics CRM 2011 Release Notes
BETA
Overview
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DocuSign for Microsoft Dynamics CRM is a lightweight sending integration
for Sales people to send documents from an opportunity for signature. The
completed PDF and status will be posted back to the opportunity when
completed.
Available for Microsoft Dynamics CRM 2011 online only.
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The solution is available via the Marketplace.
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There are several versions of MSFT Dynamics. We only support MSFT
Dynamics CRM 2011.
http://www.docusign.com/content/microsoft-dynamics-docusign-connector
Defaulting to Preview Environment for BETA but Demo and Production also
available. See Environment setting slide on information to configure.
If you already have a DocuSign account, it must have Account Wide Rights
and Send on Behalf of Rights in order to use DocuSign for Microsoft CRM.
Sending is only available in Opportunities.
Account Creation
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All accounts created through Microsoft Dynamics will have the following
attributes:
Distributor = DocuSignCRMSOBO
• Plan Group = CRMSOBO PlanGroup One
• Plan = DocSign for CRM
• 50 envelopes total for the entire account.*
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The entire MSFT Dynamics account will receive the integration if the
administrator installs the solution.
All users created under the solution will be auto-provisioned a membership
in the admin’s account under the administrator’s credentials using Send on
Behalf of.
• We are creating an account for every Dynamics customer in the greater
account under the administrator.
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*All users under an account will count against the envelope allocation
Dynamics CRM Account
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If you do not have a Dynamics CRM account, visit:
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http://crm.dynamics.com/en-us/trial-overview
Click the Sign up button to get started with a free 30-day trial.
Note, Dynamics CRM is only available on IE7 and above.
MSFT Dynamics Deep Dive
Complete training on the 7th of October.
• In that training (which will be at 7:30AM, so we can include the
global team) we will focus on how EXACTLY the Connector works,
how to use it to close deals, and how to install it.
• That session will also talk about the overall plan for future
connectors, and discuss our strategy.
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Solution Configuration – Getting Started!
Log into your Dynamics CRM
account and navigate to
Settings > Solutions.
Then, import the DocuSign for
Dynamics CRM zip file.
Select the DocuSign for Dynamics Solution
Select our solution and click
next. Then, click next again to
proceed.
Enable SDK for Solution
Check the
SDK box
and click
next
Successful solution import shows the solution in your
customization section
Sending from an Opportunity
The Send with DocuSign
button will pull ALL
documents from the
Opportunity Notes and
will create an embedded
signing event.
Select an opportunity and select the Send with DocuSign
button to initiate an envelope.
Dropped on the Tagging Screen
The documents are already
attached to the envelope
and the subject is created
from the Document name.
The recipients are pulled
from the opportunity. The
primary contact is pulled
into the envelope.
The user may alter the
contents of the envelope
from the tagger screen.
Completion
Completed URL
displays
Opportunity ID,
Envelope ID, and
Status
Completed PDF
Completed PDF is posted back to the
Opportunity with the extension _signed
DocuSign Status
The DocuSign Status is
posted back to the
opportunity.
Status can equal all
Envelope DocuSign
statuses.
- Sent, Completed,
Declined,
Features not yet implemented
A method to retrieve the Certificate of Completion and the History
has not been implemented yet.
• A method to see how many envelopes the account has left on their
free account.
• A method telling the user they need to upgrade when they use their
50 allocated envelopes.
• A method to upgrade their account before using the 50 allocated
envelopes.
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Known Bug List