Only the sender needs a Dropbox Sign account in order to send a contract. This plugin works on Microsoft Edge, Firefox, Chrome, and Safari.ĭoes each person need a Dropbox Sign license? What browsers can I use with this integration? You need to be on the Dropbox Sign Standard or Premium plans to use this integration. What version of Dropbox Sign do I need to use this integration? This integration is compatible with Microsoft Dynamics 365 v9.2.2 and later.

What version of the Microsoft Dynamics CRM do I need to use this integration? Each user needs their own license for both. You need a license for both Microsoft Dynamics 365 and Dropbox Sign. Learn more about setting up and using the Dropbox Sign and Microsoft Dynamics integration in Part 1: Initial Setup & Configuration and Part 2: Using the Connector of the user guide.ĭo I need a license for Microsoft Dynamics and Dropbox Sign to use the integration? Activate the Dropbox Sign entities in Microsoft Dynamics. Register a new app in Microsoft Dynamics.ģ. To get the Dropbox Sign and Microsoft Dynamics integration:ġ. When forms have been signed by everyone, they’re saved back automatically to Microsoft Dynamics. You can see exactly who made a form, when they sent it, who’s signed, and more.

You can generate an eSignature capture form, add the recipient’s information, and send the form to signers. You can use the Dropbox Sign and Microsoft Dynamics integration to prepare and send documents for eSignature directly from Microsoft Dynamics 365. The Dropbox Sign and Microsoft Dynamics integration is available to customers on Dropbox Sign Standard and Premium.

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