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DocuSign Integration

Contents

Introduction

Getting Started

Install DocuSign for Dynamics

Manage User Access to DocuSign

Add DocuSign User in Tamarac CRM

Assign DocuSign User Role in Tamarac CRM

 

Introduction

This integration allows you to send required client details from CRM to DocuSign. This feature provides integration between existing features of DocuSign with Tamarac CRM and will make your document workflows more efficient while enhancing your overall business efficiency. The data manager at your firm can enable this integration or you can contact your service team for additional guidance. Once enabled, you will see Get Signatures in the command bar.

Getting Started

To get started with DocuSign for Dynamics, you will need to have an active DocuSign account. For more details, see Getting Started with DocuSign.

Install DocuSign for Dynamics

Once you have an active account, you will need to Install DocuSign for Dynamics.

IMPORTANT Note

To configure DocuSign for Dynamics, you must be a full DocuSign Administrator with Account-Wide Rights and Send on Behalf permissions. The Dynamics user you use to configure must be an Office 365 Global Administrator. They must also be configured to bypass SSO, and both Device Verification and Two-factor Authentication must be disabled within DocuSign.

Any other administrators who need to access the DocuSign Admin page must be in the same business unit as the user who configured the DocuSign account credentials. (The user's business unit can be found on their details page in the Organization Information section.) If the user is not in the same business unit they may encounter issues. See Troubleshoot Common Docusign for Dynamics 365 Errors for more information. DocuSign for Dynamics 365 does not support the cloning of Dynamics instances. Please uninstall the integration prior to cloning an environment and reinstall afterward.

Follow these steps to add the DocuSign app to Dynamics CRM:

  1. Select Advanced Settings from the Settings menu.
  2. Select Settings in the top left and select Microsoft AppSource

  3. Search for DocuSign in the Microsoft App Cnter and select Get it now.
  4. Type the email address you want to use in the Work or school account box.
  5. In the Select an environment dropdown list, choose the environment you want to use, and select the following checkboxes, then select Install.
  6. After installation is complete, select DocuSign Admin.
  7. Enter the DocuSign Admin user credentials and choose Production from the Environment dropdown list and select Log in.
  8. Select Connect and sign in with your CRM user credentials.
  9. Under the Account tab, select Entities and enable the entities that you want to use DocuSign for and select Save.
    Tamarac CRM displays the enabled actions in the ribbon bar. You can hover over the entity name to see the fully qualified name of the entity. By default, Account, Opportunity, Contact, Lead, and Quote entities are enabled.
  10. Select Settings to configure document naming and email settings. Select Save when you are finished.

Manage User Access to DocuSign

Dynamics users will be able to seamlessly access the DocuSign functionality as long as they are members in the DocuSign account and use the same email address as in the Dynamics organization. Search for Add Users to Accounts in the DocuSign Admin User guide for more details about adding users to your DocuSign account.

Add DocuSign User in Tamarac CRM

After you have added users in your DocuSign account, you must add those same users to Dynamics CRM.

To add a DocuSign user in Dynamics CRM, follow these steps:

  1. Select Advanced Settings from the Settings menu.
  2. Select Settings in the top left and select DocuSign Users.
  3. Select +New.
  4. Enter the details for the user in the DocuSign User Information screen and select Save & Close.

Note

When a Dynamics 365 user performs any DocuSign action, the system will verify if that user exists in DocuSign using the Dynamics user's email address. If they do exist, CRM will update the settings fields automatically.

Assign DocuSign User Role in Tamarac CRM

To use DocuSign in Tamarac CRM, you will need to assign the DocuSign security role to the user. To add this role, follow these steps:

  1. Select Advanced Settings from the Settings menu.
  2. Select Security and Users.
  3. Select the User you want to assign the role to and select Manage Roles at the top of the page.
  4. Select the DocuSignUser checkbox and select OK.