Dynamics 365 Integration
Trusted by industry leaders
Track contract engagement and status in real-time
Sync data between Dynamics 365 and your contracts to save time and keep everything up-to-date. Track performance, update your pipeline, and manage contracts effortlessly with e-signatures and renewal reminders.
Seamless Integration of SimpleSign and Dynamics
Experience the power of streamlined contract management with SimpleSign and Dynamics. Together, they simplify your workflow, ensuring that every contract is easily accessible and efficiently managed.
Automate data sync
Automatically sync data between Dynamics 365 and your contracts with bi-directional integration, cutting admin time and ensuring Dynamics 365 remains your source of truth. Keep everything up-to-date effortlessly without manual data entry.
Dynamic dashboards
Use contract data to create custom dashboards and queries in Dynamics 365, giving you real-time insights into your sales performance and the progress of ongoing opportunities.
Monitor updates
Track all engagement, updates, and status changes to your contracts directly in the Dynamics 365 timeline. This allows you to stay on top of contract progress and ensures you can reach out to your prospects at the right time, improving your chances of closing the deal.
Sync products
Sync products in Dynamics 365 to SimpleSign product tables, making it easy to transfer product information, pricing, and discounts directly into your contracts. This ensures accurate, up-to-date product data in every contract, streamlining your contract creation process.