To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Connector for Dynamics 365

After the eSignAnyWhere connector installation, a Microsoft Dynamics 365 admin user must apply some simple configurations before starting to use this app.

Mandatory configurations to enable your organization to use the connector:

• Configure the eSAW instance and defaults values in Solution Setting configurations - See also eSingAnyWhere Configuration  for detailed information.
• Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed information.

Optional configurations useful to use the connector:

• Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration
• Configure Relation between envelope and the object that you want to use as starting point to send envelopes  - See also Configure Sending Envelope from Parent Record

Overview

...

• Advanced options → Settings → Solutions → Import
• Select zip file
• Upload
• Publish

Configuration of connector buttons:

• Advanced options → Settings → Solutions 

• FieldService

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• Client extensions
• File services
• Add new area and customize it

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• • Add group
  • Add sub area for the "home"
    • Type: "web resource"
    • Entity: "cs_overview"
    • Title: "Home" 
  • Add sub area for "Envelope"
    • Type: "entity"
    • Entity: "Envelope"
    • Title: "Envelope" 
• Save
• Publish

NB: these steps are to validate

ApiToken verification

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Settings configuration

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apitoken

esaw url