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Installation of GetAccept's native integration for MS Dynamics
Installation of GetAccept's native integration for MS Dynamics

GetAccept's integration for MS Dynamics allows you to send and track Contracts and Deal rooms from your MS Dynamics.

Updated over a week ago

Introduction

The integration between GetAccept and Microsoft Dynamics 365 is a solution package that is developed by GetAccept. It allows you to send documents to a recipient for electronic signing.

The integration contains two web resources. One is the full integration with the send out workflow. The other part is only a button which you can use to toggle the workflow section.

Support

The integration supports MSD 8.2 and higher

How to install it

To install and configure the integration. Please follow the instructions below.

Note: You have to be an administrator in Microsoft Dynamics to be able to install the integration.

  1. Go to Advanced Settings → Settings → Solutions

  2. Import the GetAccept.zip file (The installation file must be requested from your GetAccept Customer Success Manager or GetAccept support).

  3. GetAccept is now added to your file system (Make sure you publish the solution)

  4. In Advanced Settings, select customizations.

  5. In customizations, select "Customize the system"

  6. Go to the entity where you want to install the integrations. For example Account.

  7. Select “form” for your entity in the top menu

  8. Add a new tab with one column and place it where you want GetAccept to be available on the entity form. Name it tab_getAccept and the label name should be GetAccept.

  9. To add a web resource, select the getaccept tab, and then on Insert select WebResource.

  10. Select the web resource GetSignatureBannerHorizontal.

  11. Give it a name “WebResource_GetAccept” and set a label “getaccept”.

  12. Select formatting. Best experience is when you select one column and the number of rows is 20. You should also uncheck “Display border”.

  13. Save.

  14. Don’t forget to publish everything if you want it to be available for your users. Make sure to set the correct security roles if you want to restrict who can access the new integration section.

Configure the Settings file

  1. In the top menu bar of "Advanced Settings", click on the advanced find, located to the right.

  2. Search for GetAccept Settings.

  3. Press “Result” to view the file.

  4. Add all the values stated in the table below.

  5. Refresh page.

  6. If your users have access to different security roles make sure they have Read access to "GetAccept_Settings" and "GetAccept Settings 2". For more information on permission set up click here.

  7. Start using GetAccept.

Optional: Enable Settings Pricing Tables from Dynamics

Before you can use pricing tables (Learn more here) in Dynamics with GetAccept a Dynamics admin user will need to enable the feature from the GetAccept Dynamics Integration settings.

  1. Go to: Advanced Find

  2. Look for: GetAccept Settings 2 and view the results

  3. Add a new setting

Update GetAccept's integration for Microsoft Dynamics 365

  • Get your current version of the GetAccept integration from Advanced Settings → Solutions.

  • Receive the updated GetAccept.zip file and follow the same steps as in the installation section above. (The installation file must be requested from your GetAccept Customer Success Manager or GetAccept support).

Uninstall

We are not removing any data (tasks, activities, etc.) or documents in the uninstall process. The only thing that will be removed are the integration objects (GetAccept).

You need to do this by yourself.

If the solution is Managed

  1. Go to Settings → Solutions and then find GetAccept.

  2. Select it and press delete

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