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Integrating Electronic Signature Improves CRM Experience
Root16 Reply built an Independent Software Vendor (ISV) solution that integrated digital document signing with Microsoft Dynamics 365's CRM, improving the client's user experience.
About the CUSTOMER
As a global leader in digital ink, our client offers a solution for adding handwritten signatures to digital documents. This platform eliminates the need to print, scan, and send paper documents which ultimately saves time and money for their customers.
THE CHALLENGE
How to integrate e-signature with Microsoft Dynamics 365 CRM
Our client didn't just want to meet their customer's basic needs - they wanted to enhance their user experience. They decided to integrate with D365 CRM, which many of their customers were already using. They didn’t have the experience or expertise to execute, so they needed assistance.
“Root16 Reply came highly recommended… Our developers are wonderful and know our product, but we needed an expert in Dynamics 365,” said the senior sales director.
THE APPROACH
Using ISV solution to fully integrate with CRM
After meeting with the client to discuss their vision, we determined how D365 capabilities would benefit the work they were doing with digital signatures. We built an ISV solution, allowing for full integration. This would enable our client to offer their product on Microsoft AppSource and allows those who have D365 integration with SharePoint to launch digital signatures from any documents grid. All this is accomplished with just a click of a button, eliminating unnecessary work.
“It’s a game-changer to have a different option. You can stay inside Dynamics [to collect electronic signatures] and it’s easy for in-person signatures…,” said the senior sales director. “A totally different paradigm to bring to the Dynamics community.”
I would absolutely recommend Root16 Reply. They were great. Super easy to work with. Very responsive. Asked the right questions. Got to the root of the problem. They also delivered the project on time and on budget.
Senior Sales Director
THE IMPACT
User authentication protects sensitive information in CRM
The solution we created fully met our client’s goals of integrating their digital signatures with D365. Their customers would now benefit from a convenient and streamlined digital signing process. The document inspection feature also permitted customers to get quick visibility into document details, including the number of signatures and names of the signers. The built-in encryption and user authentication ensures that customers will enjoy the same level of security they are accustomed to but with the D365 interface.
