For more than 10 years, mscrm-addons.com has provided products that simplify and speed up their customers’ Microsoft Dynamics 365 experience. Noticing that their clients were often asking for functionalities that Microsoft Dynamics 365 didn’t offer out of the box, mscrm-addons.com dedicated itself to building solutions to common Dynamics 365 challenges. The company is a Microsoft Certified Gold Partner, which means their suite of add-ons are recognized as partner solutions by Microsoft.
One such add-on is the DocumentsCorePack, which offers automated document creation and processing in a single product. Fully integrated into Dynamics 365 processes, like workflows, dialogs or document creation based on Microsoft Word templates, DocumentsCorePack provides you with a solution that simplifies your Microsoft Dynamics 365 experience.
It’s easy to understand why DocumentsCorePack is a sought-after tool for anyone using Microsoft Dynamics 365 who is tasked with creating and processing documents. But why are we so excited about this add-on? Because we are huge fans of anything that makes it easier to send and receive eSignatures, and our integration with DocumentsCorePack does just that.
AssureSign and mscrm-addons Partnership
AssureSign has partnered with mscrm-addons.com to integrate our software directly into their platform, so obtaining eSignatures is a breeze for every DocumentsCorePack user. Whether you need to send an NDA, an SOW or a simple contract, this solution allows you to streamline the creation of contracts and the collection of e-Signatures in one simple process.
Recently, mscrm-addons.com hosted a webinar tutorial on how to implement AssureSign in DocumentsCorePack. This training will walk you through how to use templates, send documents, and monitor the status of your documents waiting to be signed, all within Microsoft Dynamics 365. For a text version, you can also read their step-by-step guide, “How to Install AssureSign for Microsoft Dynamics.” The blog is a great resource for configuring and optimizing our software within Microsoft Dynamics; simply search ‘AssureSign’ on the top of the page for a full list of their helpful articles.
Watch the recording of our latest partner webinar to learn how AssureSign and DocumentsCorePack can take your business to the next level of efficiency and effectiveness. In this recording, you’ll learn how to:
- Set up a template for an NDA
- Use DocumentsCorePack and AssureSign to collect eSignatures from a customer as well as from a counter-signer straight from within Microsoft Dynamics 365
- Edit your Word document while adding AssureSign signing fields