Micorosoft Dynamics 365 Finance & operations integration with Adobe sign

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Posted on by Abdul.Whyne

I need to integrate Finance & operations with Adobe sign; scenario is that a user will attach PDF document with Purchase order, and I want it to get approved/Signed by a certain user and then signed document will be saved in the finance & operations too as an attachment with the same record.

Please do let me know how we can do that.

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Magno Pereira 2,435 Moderator on at

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I don't know exactly how Adobe Sign is integrated. Although, please, take a lot at the MS documentation about integration. learn.microsoft.com/.../integration-overview

You can also consider running the Adobe Sign process on top of Microsoft Power Platform or Microsoft SharePoint before attaching it to the PO, once there already are integrations available. I don't know your process flow.

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