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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integrate D365 F&O...
Finance | Project Operations, Human Resources, ...
Suggested answer

Integrate D365 F&O with DocuSign

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Posted on by Karn 20

Hi Folks,

We have got a requirement in our project to integrate D365 F&O with DocuSign.

Has anyone implemented this in their project before.

For CRM there are API's available to connect with DocuSign, but not sure about F&O

If anyone can shed some light on this, or provide any reference material that would be really helpful.

Thanks

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  • Suggested answer
    huijij Profile Picture
    huijij 19,811 on at
    RE: Integrate D365 F&O with DocuSign

    Hi Karn,

    The detailed introduction about integration is mentioned on the DocuSign homepage. Regarding whether it can be integrated with FO, you need to contact the third-party company to confirm if there is a similar service provided.

  • Karn Profile Picture
    Karn 20 on at
    RE: Integrate D365 F&O with DocuSign

    Hi Judy,

    The third-party company that you are referring to in the above statement is DocuSign itself, right?

    Thanks,

  • huijij Profile Picture
    huijij 19,811 on at
    RE: Integrate D365 F&O with DocuSign

    Right, you can describe your requirements with the DocuSign and see if you can have a CRM-like integration.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,563 Moderator on at
    RE: Integrate D365 F&O with DocuSign

    Hi Karn, You can also explore using DocuSign connector (Premium connector) in Power automate flow.

    www.docusign.com.au/.../get-the-flow-sending-docusign-envelopes-microsoft-power-automate

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