Electronic signing for Microsoft Dynamics 365 CRM

Extend your Microsoft Dynamics 365 CRM system with verified electronic signing for legally-binding and convenient contracts.

Electronic signing for Microsoft Dynamics 365 CRM

Extend your Microsoft Dynamics 365 CRM system with verified electronic signing for legally-binding and convenient contracts.

Next generation electronic signatures for Dynamics 365

Native Dynamics app: No portals or additional software needed.

The new generation of electronic signatures goes much beyond a scribble on a screen. You can now extend the capabilities of your Microsoft Dynamics 365 CRM with electronic document signing that includes integrated identity verification without leaving the Dynamics interface.

salesforce app

Native Dynamics app

No portals or additional software needed.

largest eID reach

Identity verification across borders

Users sign with an eID, or document scanning service.

signature_icon-1

Own your data

All data is stored in Dynamics, so you maintain control over your documents.

Electronic signing in Microsoft Dynamics 365

Verified Electronic Signatures from your CRM – Signicat Sign for Microsoft Dynamics 365.

B2B

Streamline your contract management

No more need for cumbersome paper-based processes, manual follow-up or additional systems to interfere with your workflow. Get the full overview of signing requests and signed documents in the Dynamics 365 interface. This allows you to focus on tasks that create value, such as building customer relationships.

disp advantages

Identity verification

Signicat verifies the identity of the signer by connecting to over 25 electronic ID’s (eID) across Europe and has a global reach of electronic ID document scanning. This gives you the security of knowing who signed the document and when this happened.

fingerprint scanning

Simple integration, maintenance and compliance

Signicat provides an off-the-shelf solution that connects with Dynamics 365. It has been built to provide an intuitive user experience and requires minimal training for immediate efficiency benefits.

GDPR compliant in terms of data processing and storage. You own your own data and therefore have better control over data protection such as where the documents are stored.

cross-border

Flexibility

Support for multiple signers and cross-border signing. You can choose the number of signers and approved signing methods for each document to be signed, which enables compliant signing across multiple jurisdictions.

Qualified timestamping-1

Qualified Trust Service Provider (QTSP)

Signicat is a Qualified Trusted Service Providers (QTSP) according to eIDAS for timestamping. QTSP status is defined by internal procedures and technology meeting the strict standards defined by the eIDAS regulation and being audited by an external body. This means that the authenticity of digital documents certified by Signicat can be trusted for even the most sensitive of uses.

document preservation

Compatibility

  • Microsoft Dynamics 365 Version 9.1 or later
  • Supports both classic and unified interface layout
  • Integrated with the Dynamics user interface
  • Dynamics entity can be integrated for example to automatically sign documents attached to an opportunity, quote, account or contract

B2B

Key features summary

  • Time-Stamp Protocol (RFC3161)
  • Electronic signing with national and public eID schemes
  • Qualified Electronic Signature in accordance with eIDAS (EU 2014/910)
  • Cross-border signing
  • Multiple documents
  • Multiple signers
  • Long term validation (LTV)
  • Signed documents in standard PAdES (Advanced PDF) format