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 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