Dynamics CRM Connector for e – Signing Product

Problem Background: The client is a provider of e-signing solutions to different industry domains. The client needed a Microsoft Dynamics CRM connector for their e-signing solution. As many organizations are using Microsoft Dynamics CRM as a CRM solution they require to use the e-signing solution from within Dynamics CRM so that a user need not go outside the Dynamics CRM environment when e-signing documents. As a result the client decided to implement e-signing connector solution for Microsoft Dynamics CRM.

TechPerspect’s Solution: TechPerspect created a Dynamics CRM connector for the e-signing solution of the client. The connector helps a user to create packages and e-sign document(s) from within Dynamics CRM. A user can also view the status of his/her created package from within the Dynamics CRM environment itself. E-signed document includes embedded audit trials and tamper-evident signatures, and are automatically archived in Microsoft Dynamics CRM for future reference with the following functions:

  • Proper record keeping for signatures
  • Coordinating signatures from multiple people on a single document
  • Keeping track of the entire e-sign process
  • Detailed management reports for the different packages that need to be e-signed
  • Multiple signers and authentication methods
  • Serial and parallel signing

Associated Partner: IRIS Software Pvt. Ltd. (www.irissoftware.com)

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