Signing

Signicat Sign for Microsoft (Dynamics 365 CRM) administrator guide

309 views February 3, 2020 February 5, 2020 0

This document is aimed at administrators of Signicat Sign for Microsoft (Dynamics 365 CRM) and provides information concerning app installation, sending documents, requesting signatures and detailed information on signature types for the Signicat Sign for Microsoft app.

Visit our Signicat Sign for Microsoft (Dynamics 365 CRM) page for more information.

Installing the app

This section describes how to install the Signicat Sign for Microsoft app. Before attempting the installation, make sure you are a Microsoft Dynamics 365 CRM administrator for the desired instance.

Note: If you are simply updating the app to a newer version, no data will be lost during the update. All signatures and signature history will be retained.

Go to the Microsoft AppSource website.

On the left-hand side on the page, click Free Trial.

Using your work account with Microsoft Dynamics 365 CRM administrative rights, sign in to Microsoft AppSource.

Read and agree to the terms of use and privacy policy. Click Continue.

Select the organization for which you wish to install Signicat Sign for Microsoft.

Read and agree to Microsoft’s legal terms and privacy statement. Check the two boxes. Click Agree.

On the following page, scroll until the Signicat Sign solution is displayed in the Manage your solutions list.

If Signicat Sign is displayed, the installation is underway and should be visible on your Solutions list shortly. To navigate to the Solutions list, enter the selected Dynamics 365 environment and click Advanced Settings.

Click Settings, and then Solutions.

When the installation is complete, the app should appear as an installed solution under All Solutions.

Uninstalling the app

Should you need to uninstall the app, simply select it from the list under All Solutions and click Delete on the top toolbar.

Note: Should you elect to uninstall the app, all related data will be removed as well. This includes signatures, documents and remaining signature requests.

Configuring Signicat Sign for Microsoft Dynamics 365 CRM

This section concerns setting up the necessary connections in order for the application to function as intended.

Note: Before proceeding with the app configuration, please ensure that you are logged in with an account with Office 365 global administrator privileges. This is required for the Signicat Sign for Microsoft app to access your Dynamics 365 CRM data.

Double-click the solution in the Solutions list. You will be prompted with a new window.

The following fields will need to be filled in in order to complete the application setup:

  • Company Name
  • TenantId – Requires setup in Azure App Registration (see below)
  • Endpoint – The URL for the current Dynamics 365 instance
  • AppId – Requires setup in Azure App Registration (see below)
  • AppSecret – Requires setup in Azure App Registration (see below)

TenantID, AppID, and AppSecret require configuration in Azure App Services. To configure these, go to the Microsoft Azure Portal website.

Search for and click App registrations.

Click New Registration.

Enter a user-facing display name for the app, e.g. Signicat Sign Application User. Leave the rest of the form in the default state.

When accessing the app registration, the Application ID is visible at the top of the page.

On the left-hand side of the page, click Certificates & secrets.

Click + New client secret.

Enter an appropriate description, e.g. ApplicationUserSecret and select an expiration date.

The Client secret is now visible along with its expiration date.

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