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.
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.
Configure the Settings file
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.
Update GetAccepts Microsoft Dynamics Integration
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