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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?
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:
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