DocuSign for Microsoft Dynamics 2013 Quick Start Guide

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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.
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DocuSign for Microsoft Dynamics 2013 Quick Start Guide

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