GetAccept

Learn how to connect Microsoft Dynamics Product data to GetAccept pricing tables.

Use Pricing Tables & Pricing Groups within Microsoft Dynamics

Enable the use of data from custom objects with GetAccept for pricing tables and template merge tags

Use Dynamics Custom Entity data with GetAccept

How to auto-populate your GetAccept template with MS Dynamics data

Merging MS Dynamics Data into Templates

Add files from your sharepoint quickly when creating contracts from MS Dynamics with GetAccept

Enable Sharepoint with GetAccept's MS Dynamics integration

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

Installation of GetAccept's native integration for Microsoft Dynamics

We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Dynamics

Capturing Recipient Filled Data in Microsoft Dynamics

Use our new Event sync profiles to update Microsoft Dynamics properties based on GetAccept events like Contract Signed or Deal Room visited

Update Dynamics properties based on GetAccept Events

Use our conditional set up in Microsoft Dynamics to select or suggest GetAccept templates based on what's happening in MSD

Template selection based on Microsoft Dynamics data

Push images from Dynamics into GetAccept's image element.

Use Microsoft Dynamics Images in GetAccept

Push Deal Room activity, document views, and signing events to custom Dynamics entities for Copilot and Power BI.

Enable GetAccept's Custom Objects in Microsoft Dynamics

Learn how GetAccept syncs deal and contract activity data into Microsoft Dynamics so your team can access all information in one place.

Support for Syncing GetAccept Event Data into Microsoft Dynamics Timeline

Articles regarding our Microsoft Dynamics 365 Integration and how to use it with GetAccept

Microsoft Dynamics 365

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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