Streamline document workflows with Adobe Acrobat Sign for Microsoft Dynamics 365.

Streamline your sales, customer service, and field operations with Adobe Acrobat Sign in Microsoft Dynamics 365 for fast, secure e-signatures.

Explore Acrobat Sign

A businessman works on a laptop and uses a pen to e-sign digital documents on a virtual screen.

Published by Adobe Acrobat India on 4 April 2025

Electronic Signature, Digital Signatures, Digital Workflows

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What is Adobe Acrobat Sign?

What are the benefits of integrating Acrobat Sign with Microsoft Dynamics 365?

Expanded Integration for Sales, Customer Service, and Field Service

How to get started

Frequently asked questions

In today’s fast-paced business environment, efficiency and speed are key to maintaining a competitive edge. Manual paperwork processes can slow down operations, lead to delays, and increase costs. That’s where Adobe Acrobat Sign comes in. Now seamlessly integrated with Microsoft Dynamics 365 Sales, customer service, and field service, Acrobat Sign allows businesses to transition to 100% paperless signing experiences, accelerating processes and enhancing customer satisfaction.

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What is Adobe Acrobat Sign?

Adobe Acrobat Sign is a trusted e-signature solution that enables businesses to digitally send, sign, track, and manage documents from any device, anywhere. It’s designed to simplify document workflows, reduce costs, and ensure secure, legally binding agreements.

What are the benefits of integrating Acrobat Sign with Microsoft Dynamics 365?

Easy and seamless signing experience:

Send documents for e-signature directly from within Dynamics 365.
Recipients can easily view, sign, and return documents from any device or browser.
No need to switch between systems, ensuring uninterrupted workflows.

Enhanced efficiency:

Reduce turnaround times by eliminating manual tasks like printing, scanning, and mailing.
Get real-time updates on document status and signatures.
Improve productivity by automating repetitive processes.

A woman types on a laptop with glowing electronic document files and a digital signature.

Fully connected with Microsoft tools:

Integrates effortlessly with Dynamics 365 Sales, Customer Service, and Field Service modules.
Access Acrobat Sign through Microsoft Teams, SharePoint, Word, PowerPoint, and Outlook.
Keep your team connected and your processes unified within the Microsoft ecosystem.

Legal compliance and security:

E-signatures are legally binding and meet global security and compliance standards.
Each signed document is secured with a tamper-evident seal and an audit trail.
Protect sensitive information with robust security protocols.

Cost savings:

Reduce expenses related to paper, printing, and document storage.
Save time on administrative tasks, allowing teams to focus on higher-value work.

Expanded integration for sales, customer service, and field service.

Adobe Acrobat Sign's capabilities now extend beyond Dynamics 365 Sales to include Customer Service and Field Service modules. This expanded integration means that:

Sales Teams can close deals faster by sending contracts and agreements for instant e-signature.
Customer Service Teams can accelerate service agreements and consent forms, reducing resolution times.
Field Service Teams can capture signatures on the go, ensuring work orders and service documents are completed quickly.

How to get started.

Integrating Acrobat Sign with Microsoft Dynamics 365 is simple:

Visit the Microsoft AppSource to install the Acrobat Sign add-in for Dynamics 365.
Configure the integration settings to align with your team’s workflows.
Start sending documents for e-signature directly from your Dynamics 365 platform.

Frequently asked questions.

Can Acrobat Sign automate multi-step approval processes within Dynamics 365?

Yes, Acrobat Sign can automate multi-step approval workflows. You can route documents through multiple signers and approvers in a specific sequence directly within Dynamics 365, ensuring each stakeholder signs off in the correct order before finalising the agreement.

How does Acrobat Sign handle document storage after signatures are collected?

After a document is signed, Acrobat Sign automatically stores it securely within Dynamics 365 or your preferred cloud storage system. This ensures all agreements are easily accessible, auditable, and linked to the relevant customer records.

Absolutely. Acrobat Sign allows you to personalise the signing process by adding company branding, custom messages, and specific signing instructions. This creates a seamless and professional experience for your customers.

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Disclaimer: This article is intended for informational purposes only and does not constitute legal, financial, or professional advice. While we strive to provide accurate and up-to-date information, laws and regulations in India can change frequently. Therefore, you should consult with a qualified legal professional to ensure that the information is applicable to your specific situation. Adobe disclaims any liability for any actions taken based on the content of this article. The materials provided are on an “as-is” basis without any warranties, either express or implied, including but not limited to warranties of accuracy, completeness, or fitness for a particular purpose.

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