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>9You can track the status of the envelope by clicking <strong>DocuSign</strong> 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.<strong>DocuSign</strong> Business Process FlowIncluded in <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> is the <strong>DocuSign</strong> Business Process Flow (BPF),which allows you to leverage the power of <strong>DocuSign</strong> within your <strong>Dynamics</strong> CRM business processworkflow.Out of the box, the <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> includes the Opportunity sample BPF.This sample is an example of how to leverage <strong>DocuSign</strong> in a business process flow. The BPF includesthe following <strong>DocuSign</strong>-related steps:• <strong>DocuSign</strong>: Send Contract - this step links to an Opportunity field called <strong>DocuSign</strong>: SendContract. This field is a single option Yes/No field that is set to Yes when an envelope is sentsuccessfully using <strong>DocuSign</strong> in <strong>Dynamics</strong> CRM.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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