DocuSign for Microsoft Dynamics 2013 Quick Start Guide
DocuSign for Microsoft Dynamics 2013 Quick Start Guide
DocuSign for Microsoft Dynamics 2013 Quick Start Guide
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<strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> <strong>Quick</strong> <strong>Start</strong> <strong>Guide</strong>17Release Notes — Version 1.0The following functionality is included in <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong>:• Support <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> Online• Send with <strong>DocuSign</strong> functionality <strong>for</strong> the Account, Contact, Lead, and Quote entities• Envelope status is tracked as a <strong>DocuSign</strong> 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 <strong>DocuSign</strong> functionality <strong>for</strong> custom entities• Adds documents from the Notes section into a draft envelope• The <strong>DocuSign</strong> tagger allows the user to specify a recipient, tag, and send the envelope• Envelope status is tracked as a <strong>DocuSign</strong> 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 <strong>for</strong> the <strong>Microsoft</strong> <strong>Dynamics</strong> CRM Outlook <strong>2013</strong> plugin• Pre-packaged Business Process Flow• Out-of-the-box Business Process Flow <strong>for</strong> Opportunity entities that include <strong>DocuSign</strong>relatedsteps• Ability to add <strong>DocuSign</strong> steps <strong>for</strong> a custom business process flow• For the Account, Contact, Lead, and Opportunity entities• When a document is sent <strong>for</strong> signature with <strong>DocuSign</strong> and returned as a PDF• Real-time <strong>DocuSign</strong> status updates in an entity's Yammer feed• UI optimization and enhancementsFor More In<strong>for</strong>mation or AssistanceFor more in<strong>for</strong>mation or assistance, visit <strong>DocuSign</strong> Support, the <strong>DocuSign</strong> Community, docusign.com, orcontact <strong>DocuSign</strong> Support.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © <strong>DocuSign</strong>, Inc.
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