DocuSign for Microsoft Dynamics 2013 Quick Start Guide

Quick Start GuideDocuSign for Microsoft Dynamics CRM 2013 — 1.0Published December 12, 2013OverviewThis guide provides information on installing and sending documents for signature with DocuSign forMicrosoft Dynamics CRM 2013. The Release Notes for DocuSign for Microsoft Dynamics CRM 2013provide additional details.The primary audience for this guide is Microsoft Dynamics CRM administrators. The installation andconfiguration tasks presented all require administrative rights.End users benefit from the topic Sending Documents for Signature with DocuSign, and the general useFAQ items.Important: You must be a Microsoft Dynamics CRM administrator to install the DocuSignapplication. If you have a DocuSign account, you must enable the Account-Wide Rights and SendOn Behalf Of Rights (API) features for your account.Supported VersionsDocuSign for Microsoft Dynamics CRM 2013 supports the following versions and browsers:• Microsoft Dynamics CRM 2013 Online: Internet Explorer 8, 9, and 10; Chrome 30.0.1599.69;Firefox 26• Microsoft Dynamics CRM 2013 Plug-in for Outlook: Outlook 2013Note: Microsoft Dynamics CRM 2013 on-premise instances are not supported.Installing DocuSign for Microsoft Dynamics CRM 2013 2Configuring DocuSign for Dynamics CRM 3Sending Documents for Signature with DocuSign 7DocuSign Business Process Flow 9Custom Entities 11FAQ 14Release Notes — Version 1.0 17For More Information or Assistance 17221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide2Installing DocuSign for Microsoft Dynamics CRM 2013The DocuSign for Microsoft Dynamics CRM 2013 application is available from Microsoft Pinpoint andthrough a link on the DocuSign Partner Solutions Showcase.This topic includes information on the following:• Installing or upgrading the DocuSign application• Uninstalling the DocuSign applicationYou must be a Microsoft Dynamics CRM administrator to perform the tasks in this topic.Install or Upgrade DocuSign for Dynamics CRMFollow these steps to download and install the application or upgrade from an older installed version:Note: When upgrading to a new version of the solution, all DocuSign status data and the systemwidelogin credentials are retained in Dynamics CRM.1. To get the application:a. Go to Microsoft Pinpoint and locate the DocuSign for Microsoft Dynamics CRM 2013application.b. Click Download to download the add-in as a .zip file to your computer.2. Log on to your Microsoft Dynamics CRM 2013 account.3. (Optional) If you are upgrading, as a best practice, we recommend you export your MicrosoftDynamics CRM customizations. After you complete the upgrade, if necessary, you can reimportyour customizations.4. In the top navigation bar, hover over Settings and click Solutions.5. On the Action toolbar, click Import:The Select Solution Package dialog box appears.6. Click Choose File, select the DocuSign.zip file, and click Next7. In the Solution Information dialog box, click Next.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide3If you are upgrading your solution, this dialog box contains a message stating that this is anupdate to an existing solution and lists the version numbers.8. In the Import Options dialog box, select Overwrite Customizations (if you are upgrading thesolution) and check Enable any SDK message processing steps included in the solution.9. Click Import.DocuSign for Microsoft Dynamics CRM 2013 is installed and appears in your list of solutions.Uninstall DocuSign for Microsoft Dynamics CRM 2013Uninstalling the DocuSign application deletes the DocuSign for Microsoft Dynamics CRM 2013 solutionfrom your Dynamics CRM instance, as well as all DocuSign-related status data.1. Before uninstalling the application, the administrator must remove all dependencies to DocuSignfrom the Microsoft Dynamics CRM instance:a. Remove any steps that reference DocuSign-related fields from any custom businessprocess associated with the following entities: Accounts, Contacts, Leads, Opportunities.b. Remove the DocuSign user role for all users.2. To uninstall DocuSign for Microsoft Dynamics CRM 2013, in the top navigation bar, hover overSettings and click Solutions.3. Select the DocuSign solution and on the Action toolbar click Delete.The DocuSign solution is uninstalled from your Dynamics CRM instance, along with all DocuSignrelatedstatus data.Configuring DocuSign for Dynamics CRMOnce you install the DocuSign for Microsoft Dynamics CRM 2013 application, there are a few basicconfiguration tasks necessary to enable your Dynamics CRM users to send documents through theiraccount for electronic signature.You must be a Microsoft Dynamics CRM administrator to perform the tasks in this topic.Assign the DocuSignUser Role to UsersFor non-administrative users of Dynamics CRM to have access to DocuSign for Microsoft DynamicsCRM 2013, as the Dynamics CRM administrator, you must assign the DocuSignUser role to their userrecord.1. Navigate to the Dynamics CRM Settings > Administration view.2. Click Users.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide43. Locate the user record for the person you wish to grant access to, and click the record tohighlight it.4. Click Manage Roles and select the DocuSignUser role.5. Click OK.The user is assigned the role and has access to DocuSign for Microsoft Dynamics CRM 2013.Register DocuSign CredentialsTo complete the basic configuration of DocuSign for Microsoft Dynamics CRM 2013, you must registeryour DocuSign account credentials. You can use an existing DocuSign account or create a new, freeaccount.1. Navigate to a record for one of the default supported entities (Account, Contact, Opportunity,Lead, and Quote).2. From the Action toolbar, on the More Commands menu, select Send with DocuSign.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide5A dialog appears for you to Enter your DocuSign Credentials or Create a new DocuSignAccount.3. Follow the on-screen instructions to enter your credentials or create a free account.When the Send Envelope window appears, you have successfully registered your DocuSigncredentials.4. Click Discard Changes to cancel the envelope.For more information on sending documents from your Microsoft Dynamics CRM account, see SendingDocuments for Signature with DocuSign.Setting the DocuSign EnvironmentInstalling DocuSign for Microsoft Dynamics CRM 2013 directs your Dynamics CRM account to theDocuSign Production environment, but you can change the environment.For example, if you want to test the solution with a non-production version of DocuSign, you canchange the environment setting to use your demo account.Note: This configuration step is optional and required only if you want to change the DocuSignenvironment to use with DocuSign for Microsoft Dynamics CRM 2013.1. After installing the DocuSign for Microsoft Dynamics CRM 2013, in the top navigation bar, hoverover Settings and click DocuSign: Configuration and Settings (you must be logged into anaccount with Administrative rights).221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide6Note: When installed, DocuSign for Microsoft Dynamics CRM 2013 is directed by default toyour Production environment.2. Click DocuSign Environment Settings.3. Toggle the Set DocuSign API Environment to the desired value:• Demo- connects your Microsoft Dynamics CRM with your DocuSign Demo account• Production - connects your Microsoft Dynamics CRM with your DocuSign ProductionaccountNote: Changing the API environment removes the DocuSign system-wide login and allDocuSign status records.4. Click Save Changes.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide7Sending Documents for Signature with DocuSignWith DocuSign for Microsoft Dynamics CRM 2013, you can send documents for signature directly fromrecords in Dynamics CRM. The default entities supported are Account, Contact, Opportunity, Lead, andQuote.Additional custom entity types are supported, but must be enabled by your Microsoft Dynamicsadministrator. See Custom Entities for information on adding the DocuSign send functionality tocustom entities.The Send with DocuSign button is added to the More Commands menu for all of the entities that havebeen enabled with DocuSign by your Microsoft Dynamics administrator.1. Select an Entitya. Select an entity and open the record from which you want to send documents.b. In the Action toolbar, under More Commands, select Send with DocuSign.A modal window opens with a DocuSign envelope.2. Set Recipients and Documentsa. Documents included in the entity’s Notes and Attachments section are automatically included inthe envelope. Recipients are added to the envelope based on the entity type as follows:• Opportunity - the Contact is added as the envelope recipient• Account - the Primary Contact is added as the envelope recipient221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide8• Contact - the Contact is added as the envelope recipient• Lead - the Lead is added as the envelope recipient• Quote - the Primary Contact on the Potential Customer account is added as the enveloperecipientb. You can modify the envelope by clicking the following:• To - to add, remove or modify recipients• Message - to change the e-mail subject and message• Documents - to add or remove the documents from the envelope3. Tag and Send Your Documentsa. Drag and drop DocuSign tags from the left-hand palette onto your document.Refer to the Quick Start – Sending a Document or DocuSign Service User Guide on the DocuSignwebsite for more details about completing your envelopeb. Click Preview to preview how your recipient will see the tags.c. Click Send to send the document for signing.4. Done!The DocuSign overlay closes and the envelope is sent.You have successfully sent documents attached to an object out for signature using DocuSign.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide9You can track the status of the envelope by clicking DocuSign Statuses under the name of the recordin the top navigation bar from which the envelope was sent. When the envelope is completed, thesigned documents are stored as a PDF attachment in the Notes section.DocuSign Business Process FlowIncluded in DocuSign for Microsoft Dynamics CRM 2013 is the DocuSign Business Process Flow (BPF),which allows you to leverage the power of DocuSign within your Dynamics CRM business processworkflow.Out of the box, the DocuSign for Microsoft Dynamics CRM 2013 includes the Opportunity sample BPF.This sample is an example of how to leverage DocuSign in a business process flow. The BPF includesthe following DocuSign-related steps:• DocuSign: Send Contract - this step links to an Opportunity field called DocuSign: SendContract. This field is a single option Yes/No field that is set to Yes when an envelope is sentsuccessfully using DocuSign in Dynamics CRM.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide10• DocuSign: Contract Signed - this step links to an Opportunity field called DocuSign: ContractSigned. This field is a single option Yes/No field that is set to Yes when all parties successfullycomplete signing the document, and the signed PDF is returned to DocuSign.These steps are included in the Close stage of the BPF, the point when a user would typically send acontract out for signature and the deal is almost done.Incorporating DocuSign into custom business process flowsThe two fields included on an Opportunity in the sample BPF (DocuSign: Send Contract and DocuSign:Contract Signed) are also on the Account, Contact, and Lead entities. You can relate any step in a BPFfor one of those entities to one of these fields.Example: I want to setup a BPF to send an NDA agreement in a "Lead Qualifying" stage related to aLead entity. I create a step called "Send NDA with DocuSign" and relate it to the DocuSign: SendContract field that automatically updates to Yes once a document is sent successfully with DocuSign.I add another step called “NDA completed” and relate it to the DocuSign: Contract Signed field thatis automatically updated to Yes once a document is signed and returned.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide11Custom EntitiesIn addition to the default entities, you can add Send with DocuSign functionality to custom entities. Thistopic describes how to add, delete, and disable the Send with DocuSign button to custom entities.You must be a Microsoft Dynamics CRM administrator to perform the tasks in this topic.Add DocuSign send functionality to custom entitiesAfter installing DocuSign for Microsoft Dynamics CRM 2013, a system administrator can add the Sendwith DocuSign button to a custom entity by enabling DocuSign support for that custom entity.1. To enable support for a custom entity, in the top navigation bar, hover over Settings and clickDocuSign: Configuration and Settings.2. Click Entity Settings.3. Click Add.A dialog box appears with all of the custom entities in your instance of Microsoft Dynamics CRM.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide12Note: A custom entity must be Published to show on this screen.4. Select one or more entities and click Add.The selected custom entities appear in the list of enabled entities. By default, the Enable[custom entity name] checkbox is selected.5. Click Save Changes.The Send with DocuSign button appears in the More Commands menu for the custom entity.Remove the DocuSign send functionality from custom entitiesA system administrator can remove DocuSign support from custom entities.Important: This action deletes DocuSign statuses associated with the custom entity.1. To remove support from a custom entity, hover over Settings and click DocuSign:Configuration and Settings.2. Click Entity Settings.3. Select the entity you would like to remove DocuSign support for on the list.4. Click Remove.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide13Disable the DocuSign send functionality from custom entitiesA system administrator can remove the Send with DocuSign button from an entity without deleting theassociated DocuSign statuses by disabling DocuSign support from the custom entity.1. To disable support for a custom entity, hover over Settings and click DocuSign: Configurationand Settings.2. Click Entity Settings.3. Clear the Enable [custom entity name] checkbox to disable DocuSign functionality for theassociated custom entity.This action does not delete DocuSign statuses associated with the entity, but just removes theSend with DocuSign button from the More Commands menu.Note: To re-enable DocuSign send functionality, repeat this procedure and select the Enable[custom entity name] checkbox.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide14FAQWhat are “envelopes”?• An envelope is an electronic container used to send one or more documents for signature withthe DocuSign system. Envelopes can contain any number of pages or documents, and can be sentto multiple recipients.How many envelopes can I send from a free account?• A new DocuSign account can send 50 envelopes for all users in the account.How will I know when my free account is running low on envelopes?• The DocuSign system provides a warning when your free account is running low on envelopes.How do I give feedback on DocuSign for Microsoft Dynamics CRM 2013?• We are always happy to get comments. To add a review, go to our Microsoft PinpointMarketplace listing. Click the Reviews tab and then click Submit a Review. Add your reviewinformation and click Submit My Review.When I send with DocuSign, which documents are sent from the Notes and Attachments?• All of the documents from the Notes and Attachments of the selected entity are added to theenvelope.What documents are pulled into a DocuSign envelope when I send from a Quote entity?• All of the documents from the Notes and Attachments of the selected Quote are added to theenvelope. If you would like to use the mail merge or reporting capabilities of CRM to create aQuote, download the PDF and upload it back to the Quote entity as an Attachment; then, clickSend with DocuSign from the Quote menu.How do I use DocuSign with the Microsoft Dynamics CRM 2013 Outlook Plugin?• If you have the Microsoft Dynamics CRM plugin installed in your instance of Outlook, you can seethe Send with DocuSign menu option on all entities that have been enabled to use DocuSign byyour system administrator. When you click Send with DocuSign, a DocuSign envelope is createdin the same way as it is in DocuSign for Microsoft Dynamics CRM 2013.Note: DocuSign for Microsoft Dynamics 2013 is only supported for the Outlook 2013Dynamics plugin.I have three documents in Notes and Attachments, but only want to send two of them. How do Iremove the document?• Click Send with DocuSign. In the new browser window, click Documents Edit, and then click theRemove icon for the document you do not want to send.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide15Are DocuSign statuses automatically updated in Microsoft Dynamics CRM?• No records are updated until a user refreshes the entity record or the DocuSign Status recorddirectly. The completed document(s) appears in the Notes section as a PDF when the selectedentity record is refreshed.What DocuSign-related updates are posted to my entity's Yammer feed?• There are two different DocuSign envelope status changes that are captured on an entity'sYammer feed. The feed is updated when:• A DocuSign envelope is successfully sent• When all parties complete signing a DocuSign envelopeWhat should I do if I see several login prompts when trying to access CRM records in the MicrosoftDynamics 2013 Outlook Connector?• Ensure that you add the following sites to your Internet Explorer "Trusted Site" list:• https://login.live.com• https://signin.crm.dynamics.com• https://*.crm.dynamics.comDo I have to give the other Microsoft Dynamics CRM account users my DocuSign credentialinformation so they can send with DocuSign?• No. If you created a new account, it is automatically set up to allow other users in your accountto send with DocuSign. If you have a DocuSign account, enable the Account-Wide Rights andSend On Behalf Of Rights (API) features for your account. This allows the other users in youraccount to send with DocuSign. If you have an existing DocuSign account and your account usesthe Password Strength setting Custom, you must set the Password Questions Required optionto 0. To check your Password Strength setting, go to Preferences, click Features and, under theManage Account heading, click Password Strength.Not all of my Microsoft Dynamics CRM users have DocuSign accounts. Can they still use DocuSignfor Microsoft Dynamics CRM?Yes, as long as you have seats available in your DocuSign account. When a Dynamics CRM user clicksSend with DocuSign, the system checks to see if that user exists in DocuSign (in this case a user isdefined as a unique username/email combination). There are three possible results:• If the user does not exist as a member of the DocuSign account the system administratorassociated with the Dynamics CRM instance, and does not have an existing DocuSign account,DocuSign creates a new user with that user's username and email combination and adds thatuser as a member of the DocuSign account.• If the user does not exist as a member of the DocuSign account the system administratorassociated with the Dynamics CRM instance, but does have an existing DocuSign account, the221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide16user is asked to enter a new username to go along with the new account. DocuSign then createsa new user with that user's username and email combination and adds that user as a member ofthe DocuSign account.• If the user exists in the DocuSign system and exists as a member of the account associated withthe Dynamics CRM instance, DocuSign uses that information to send the envelope.Will this solution package work in DocuSign for Microsoft Dynamics 2011?• DocuSign for Microsoft Dynamics CRM 2013 is designed and supported for Microsoft Dynamics2013 only. If you are using Microsoft Dynamics 2011, find DocuSign for Microsoft Dynamics 2011here.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide17Release Notes — Version 1.0The following functionality is included in DocuSign for Microsoft Dynamics CRM 2013:• Support for Microsoft Dynamics CRM 2013 Online• Send with DocuSign functionality for the Account, Contact, Lead, and Quote entities• Envelope status is tracked as a DocuSign Status associated with the entity• Upon completion of the envelope, the signed document(s) and Certificate of Completionare attached as a PDF file to the entity• Send with DocuSign functionality for custom entities• Adds documents from the Notes section into a draft envelope• The DocuSign tagger allows the user to specify a recipient, tag, and send the envelope• Envelope status is tracked as a DocuSign Status associated with the entity• Upon completion of the envelope, the signed document(s) and Certificate of Completionare attached as a PDF file to the entity• Support for the Microsoft Dynamics CRM Outlook 2013 plugin• Pre-packaged Business Process Flow• Out-of-the-box Business Process Flow for Opportunity entities that include DocuSignrelatedsteps• Ability to add DocuSign steps for a custom business process flow• For the Account, Contact, Lead, and Opportunity entities• When a document is sent for signature with DocuSign and returned as a PDF• Real-time DocuSign status updates in an entity's Yammer feed• UI optimization and enhancementsFor More Information or AssistanceFor more information or assistance, visit DocuSign Support, the DocuSign Community, docusign.com, orcontact DocuSign Support.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.