The AssureSign integration development team has developed a model for integrating Microsoft Dynamics® CRM, Microsoft SharePoint and AssureSign.  As Microsoft Certified Partners,  AssureSign developed this model as a pattern for Microsoft integration developers working on extending Microsoft Dynamics CRM.

Visual Studio Team System provides an easy entry point into starting to extend the Dynamics CRM platform, offering out of the box templates for creating Microsoft Dynamics plug-ins.  Extending the plug-in application to connect to AssureSign DocumentNOW® services is as simple as adding a DocumentNOW .NET service reference.  For an integration provider that already understands the Microsoft Dynamics CRM entity model,  the only thing to learn may be the DocumentNOW methods for mapping data to AssureSign Document Templates.

The AssureSign engineers started with a basic standalone Microsoft Dynamics CRM installation using SharePoint services for storing documents.  A simple plug in was created in Visual Studio to perform the operations of pulling a selected document out of SharePoint, and attaching it to be streamed in to the AssureSign DocumentNOW web services.  The metadata on a selected entity in Microsoft Dynamics CRM is queried and matched to AssureSign template parameters.  AssureSign DocumentTRAK™ services are used to push data back to Microsoft Dynamics CRM and trigger the application to pull the completed document back into SharePoint, while updating the Dynamics entity with standard AssureSign document history.

The Microsoft Dynamics CRM end user experience is seamless.  In this model, a contract matching an AssureSign template is chosen to be sent out for signing.  All data from the contact entity is sent along with the document behind the scenes, and a signing invitation is sent to the signatory.  Upon signing, the DocumentTRAK™ services trigger updates to the document and the history displayed in Microsoft Dynamics CRM, where the user receives real-time information about the document status.

If you are a Microsoft integration provider, a Microsoft Dynamics CRM customer, or are evaluating AssureSign or Microsoft Dynamics CRM, please contact the AssureSign sales team at sign@assuresign.com for a demonstration of this application.