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Finance | Project Operations, Human Resources, ...
Suggested Answer

Digital signature in invoices

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Posted on by 110

Hi,

We have the requirement to apply digital signature to invoices generated from D365 F&O. Currently, we download the PDF invoices and then use Adobe Acrobat to apply the signatures. These are not electronic signatures, these are digital signature, come on a USB key and are issued by a 3rd party. 

Is there a way to streamline this process. 

Thanks,

Pankaj

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,803 Most Valuable Professional on at

    Hi,

    Cant this be done by custom layout in report ?

  • Pankaj Singhal Profile Picture
    110 on at

    It is not a question of layout. The digital signature has to be applied from Adobe or another application while the USB key is attached to the PC/laptop. 

  • Jeremy Driscoll Profile Picture
    Microsoft Employee on at

    Hi Pankaj,

    I don't think there would be a way to do this in D365 F&O. The big roadblock is that the USB key needs to physically be plugged in. As D365 is cloud hosted, that would not be possible. It sounds like the method you are using now is your best option.

    Jeremy Driscoll

    Microsoft Support Engineer

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Pankaj,

    There are third party output management solutions which would be able to add the digital signature. You can have a look at vendors as e.g. Dox42 and Lasernet. These solutions also have integrations with Dynamics 365.

  • Suggested answer
    Ramit Paul Profile Picture
    22,803 Most Valuable Professional on at

    Andre is right, our one of the customer uses lasernet and this is possible,

  • Suggested answer
    Junaid Idrees Profile Picture
    on at

    Hi Pankaj,

    One of our customer in Spain using eSign for digital signature and it is integrated with D365 finance and operation. Check out the appsource link. 

    appsource.microsoft.com/.../innovationconsulting.esignfacturae

  • Pankaj Singhal Profile Picture
    110 on at

    Thank you Andre, Ramit and Junaid. I will explore the various options.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Pankaj,

    Just wondering in which country/region one still requires digital signatures.

    Many governments already gave up with the digital signature approach and accept all kind of invoices that cannot be altered.

    As an example - in most EU countries - PDF invoices without digital signatures are fully sufficient.

    For which country/region do you still need this?

    Best regards,

    Ludwig

  • Pankaj Singhal Profile Picture
    110 on at

    Hi Ludwig,

    We are in India and it a requirement of some customers based in India. It is also a requirement under the Indian GST system (same as VAT in Europe) if the invoices cannot be physically signed.

    Best Regards,

    Pankaj

  • Pulkitsoft Profile Picture
    10 on at

    You can add a digital signature into the PDF file in a fast, secure and efficient way using "Digital Signer". software.

    digitalsigner.pulkitsoft.com/.../

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