web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Question about Docusign Integration in relation to the 'Global Admin' user permission

(0) ShareShare
ReportReport
Posted on by 105

Looking at the guide to install DocuSign for Dynamics, one of the key items mentioned is: 

"Due to CRM and Office 365 API requirements, the user you use to configure the DocuSign integration with Dynamics must be a Global Administrator in the top-level business unit with System Administrator permissions within the Dynamics tenant. This will ensure that all functionality works as designed and is supported by DocuSign."

So I am looking to install Docusign for a customer, but my user does not have 'Global Admin' permissions, just System User.

My question is, if I were to get a Global Admin user or have the permissions assigned to my user and install Docusign, what are the answer to the following scenarios:

1. If my user was given Global Admin permissions, installed Docusign, then those permissions were revoked, would this affect Docusign?

2. If I were to get a Global Admin user to install Docusign, can I configure the settings within dynamics using my System User account without issue?

I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi AMD99,

    Because it is integrated with Docusign, it is recommended to talk to DocuSign experts and peers:

    In the Docusign website, you can ask the community or open one case under 'Get Support' tab:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Martin Dráb Profile Picture

Martin Dráb 47 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 38 Super User 2025 Season 2

#3
#ManoVerse Profile Picture

#ManoVerse 31

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans