Foxit eSign for Microsoft Dynamics 365 Overview

Prepare and send important documents for electronic signatures using Foxit eSign. It provides a complete eSign solution that simplifies sending documents for eSignatures from Dynamics 365.

Installing Foxit eSign for Dynamics 365

1. Generate Client Id and Client Secret for Dynamics 365.

   • Click on Azure Active Directory
     
     
     
     
   • Create a “New Registration” under App registrations and give them sufficient permissions.
     
     
     
     
   • ­­Now go to App permissions and assign “Dynamics CRM” permission. Also, select “user_impersonation” checkbox under permissions.
     
     
     
     
   • Go to “overview” tab and copy client Id and Client secret.
     
     
     
     

2. Create Dynamics Parameters for Azure functions

   After Creating the Azure application, Open the Foxit eSign application and click on “Foxit eSign Dynamics Parameters” and create a new record with “Dynamics Master Data” and paste the Client ID and Client Secret copied from Azure application.
   
   
   
   

3. Foxit eSign Account Setup
   

   Super Administrator will need to setup account for Foxit eSign in Dynamics so that all the users under the account can access the Foxit application.
   
   
   
   

4. Map Foxit eSign users to Dynamics users
   

   After Setting up the company account, Super administrator will need to map Foxit eSign users under their company with Dynamics 365 users.

   Click on “Add Users” on top right corner.
   
   
   
   Only the mapped users will be able to access the application.
   
   
   
   

5. Enable Dynamics entities for Foxit eSign
   

   Click on “Foxit eSign” from left menu and “Enable New Entity” from top menu.
   
   
   

   Select all the entities which you want to enable to sending sessions for Foxit eSign. Click on “Add Entities” after selecting the dynamic entities.