Is it Worth to Integrate Docusign and Dynamics 365?
Absolutely! Based on our experience with integrating DocuSign and Dynamics 365 for our client in the Architecture, Engineering, and Construction (AEC) industry, we can confidently say it’s definitely worth it.
When we first spoke to our client, they were struggling with outdated manual processes for managing and signing documents. They were facing delays, frustrations, and inefficiencies—things like printing, signing, scanning, and emailing documents were eating up too much time and energy.
That’s where we saw a perfect opportunity to integrate DocuSign with their Dynamics 365 system.
By integrating DocuSign, we were able to automate the entire document signing process—everything was handled digitally within the Dynamics 365 platform.
This cut down on the time it took to get contracts and other documents signed, and improved overall workflow efficiency. What really stood out was how it helped our client stay compliant with industry regulations while reducing manual errors.
Plus, the integration made the document management process so much more streamlined. Once a document was signed, it was automatically stored in Dynamics 365, and attached to the relevant records (like Accounts, Opportunities, etc.). No more searching through emails or file cabinets to find what they needed!
Not only did this save time and reduce administrative workload, but it also improved the overall client experience. Instead of waiting days for signatures or getting lost in the paper shuffle, everything was handled in real-time. The result? Turnaround times were cut by 50%, and the client’s operations ran much more smoothly.
So, based on what we saw firsthand, integrating DocuSign with Dynamics 365 is absolutely worth it if you're looking to streamline document workflows, ensure compliance, and increase efficiency. It’s all about automating those manual tasks and letting the system do the heavy lifting. If you’re still on the fence, we’d be happy to chat more about how it can work for you—just reach out!
To know more click on the links below
Case Study: Integrating DocuSign with Dynamics 365 for an AEC Technology Firm
Blog: Docusign Dynamics 365 Integration Benefits, Pre-Requisites, and Methods