{"id":25484,"date":"2020-11-07T11:50:38","date_gmt":"2020-11-07T11:50:38","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=25484"},"modified":"2020-11-10T14:26:20","modified_gmt":"2020-11-10T14:26:20","slug":"sharepoint-security-sync-docusign-integration-within-dynamics-365-crm-a-sure-shot-way-to-close-deals-quickly-and-easily","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/11\/sharepoint-security-sync-docusign-integration-within-dynamics-365-crm-a-sure-shot-way-to-close-deals-quickly-and-easily\/","title":{"rendered":"SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM \u2013 A sure shot way to close deals quickly and easily!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-25492\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/sss.jpg\" alt=\"sss\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/sss.jpg 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/sss-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/sss-660x377.jpg 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p style=\"text-align: justify;\">In our <a href=\"https:\/\/www.inogic.com\/blog\/2020\/10\/new-sharepoint-security-sync-feature-to-add-esignature-in-your-dynamics-365-crm-documents-using-docusign-close-deals-faster-in-a-compliant-and-secure-way\/\" target=\"_blank\" rel=\"noopener noreferrer\">recent blog<\/a>, we gave a brief glimpse of the upcoming new feature of <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener noreferrer\">SharePoint Security Sync<\/a> \u2013 DocuSign integration (have a quick look of the same in our <a href=\"https:\/\/www.youtube.com\/watch?v=NEnRd4EDqnM&amp;feature=youtu.be\" target=\"_blank\" rel=\"noopener noreferrer\">teaser video<\/a>).<\/p>\n<p style=\"text-align: justify;\">In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM\/Power Apps and enhance your day-to-day business activities.<\/p>\n<p style=\"text-align: justify;\">DocuSign, as you know is one of the most popular eSignature apps used to electronically sign and annotate documents in any format of your choice \u2013 PDF, Word, Excel, Images, Text and so on. Now, with our newly introduced SharePoint Security Sync feature, you can avail the benefits of DocuSign to electronically sign and send Dynamics 365 CRM documents stored in SharePoint without navigating from one UI to another.<\/p>\n<p>Quite an interesting feature, isn\u2019t it?<\/p>\n<p>Now, let\u2019s see how this will work.<\/p>\n<p style=\"text-align: justify;\">Suppose you have installed SharePoint Security Sync in your Dynamics 365 CRM environment. And after installing the solution, the next step is connector configuration where you have to just check the field named <strong>\u2018Enable DocuSign Integration\u2019<\/strong> to activate this feature.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25487 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1.png\" alt=\"SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM\" width=\"818\" height=\"636\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1.png 818w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1-300x233.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1-768x597.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-1-660x513.png 660w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once the option is enabled, the DocuSign button will be displayed on our user-friendly UI and will be ready for your use. Now, whenever you want to sign or send a document for signature to your customers then all you have to do is to select the document and click on the <strong>\u2018DocuSign\u2019<\/strong> button. After clicking on the button, you will then get the following two options \u2013 <strong>Get Signature<\/strong> <strong>&amp;<\/strong> <strong>Sign Document<\/strong>.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25485 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2.png\" alt=\"SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM\" width=\"1078\" height=\"727\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2.png 1078w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2-300x202.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2-768x518.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2-1024x691.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-2-660x445.png 660w\" sizes=\"(max-width: 1078px) 100vw, 1078px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once you select the respective option, you will be directed to the DocuSign UI where you can make use of all the features of DocuSign.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25486 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3.png\" alt=\"SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM\" width=\"961\" height=\"528\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3.png 961w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3-300x165.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3-768x422.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/SharePoint-Security-Sync-DocuSign-integration-within-Dynamics-365-CRM-3-660x363.png 660w\" sizes=\"(max-width: 961px) 100vw, 961px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">In this way, your daily business activities pertaining to signing documents\/agreements for closing a deal, renewing a contract, etc. can culminate smoothly without having the necessity to navigate from one UI to another.<\/p>\n<p>So, don\u2019t wait! Just click on the download button on our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener noreferrer\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-gb\/product\/dynamics-365\/inogic.sync-dynamics-365-sharepoint-security-model?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a> and explore this latest feature of SharePoint Security Sync yourself for a trial period of 15 days.<\/p>\n<p style=\"text-align: justify;\">Also, get to know about our popular document management app for Dynamics 365 CRM\/Power Apps \u2013 <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage\" target=\"_blank\" rel=\"noopener noreferrer\">Attach2Dynamics<\/a>.<\/p>\n<p>Contact us at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a> for a personal demo or any more information on how these apps can assist with document management requirements.<\/p>\n<p>Until then \u2013 Stay Safe, Stay Healthy!<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\"><img decoding=\"async\" class=\"aligncenter wp-image-25548 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/A2D.jpg\" alt=\"A2D\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/A2D.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/A2D-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/A2D-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/A2D-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync \u2013 DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM\/Power\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/11\/sharepoint-security-sync-docusign-integration-within-dynamics-365-crm-a-sure-shot-way-to-close-deals-quickly-and-easily\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,24,53,1947],"tags":[545,592,1609,2075,1610,1615],"class_list":["post-25484","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-dynamics-crm-2016","category-sharepoint","category-sharepoint-security-sync","tag-dynamics-365-crm","tag-dynamics-crm","tag-sharepoint","tag-sharepoint-document","tag-sharepoint-dynamics-365","tag-sharepoint-integration"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25484","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=25484"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/25484\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=25484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=25484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=25484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}