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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

    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

    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

    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 12,565 Moderator on at

    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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