Dynamics 365 E-Signature: Automate Enterprise Contracts

A sales status is not proof of a completed agreement

In Dynamics 365, an opportunity can be won while the contract is still pending, a service agreement can be awaiting renewal, or a customer document can be completed but difficult for the next team to locate. The business needs a clear relationship between the CRM record and the actual signature request.

An API-based UnderSign integration can prepare and send documents from a defined Dynamics 365 workflow and record the request reference and outcome against the appropriate Dataverse record. The design should be based on the organization's actual security roles, data model, and document-retention rules.

Where it helps

Sales agreements tied to opportunities

Use a standard request when a named buyer needs to sign a sales agreement, statement of work, NDA, or other approved document. The workflow should verify the correct account, contact, commercial terms, and approval status before sending.

Service agreements and renewals

A service team can initiate a renewal request based on a reviewed renewal record or an approaching expiry date. The CRM should make it clear whether the agreement is awaiting internal review, sent to the customer, or completed.

Recurring acknowledgements

When a defined group of customers or partners must acknowledge updated policies, Bulk Signing can generate individual requests from a controlled list. Reconcile every request to the correct Dynamics 365 record rather than treating a batch as one undifferentiated result.

Visitor and public intake documents

A public Signing Link or QR code can collect signatures from visitors or prospective customers who are not yet in Dataverse. This can suit visitor acknowledgements, event consent, or intake forms. If the signed result needs to become a CRM record, configure how the submission is matched or created.

A recordkeeping design that avoids future confusion

Store a durable correlation value such as the Dynamics record ID alongside the signing request reference. Define which system is authoritative for each field, who can access the final document, and whether the file should be stored in Dataverse, an approved document repository, or referenced through a secure link. Avoid storing sensitive documents in broadly accessible notes or unprotected attachments.

Do not treat a signature status as a replacement for internal approval. A completed signature means the configured signing process reached its completion state; it does not by itself establish that the right version was approved or that all regulatory obligations were met.

How to assess fit

UnderSign may suit teams that want a forever-free signing option and control over API-driven workflows. Compare it with existing Dynamics 365 and Microsoft ecosystem options, and validate API access, security, licensing, data residency, retention, and operational support before rollout.

Frequently Asked Questions