Microsoft and Adobe have formed a partnership to integrate Adobe Sign within Microsoft products, such as Microsoft Office 365, Teams and Microsoft Dynamics 365. This post will discuss how to install Adobe Sign for Microsoft Dynamics 365 trial.
Read about the 2018 press release formed partnership between Microsoft and Adobe to integrate Adobe Sign with Microsoft business solutions.
In previous posts, we discussed how can we use Adobe Sign for Microsoft Dynamics 365 and spotted the light on the Incomm Payments business case study.
Install Adobe Sign for Microsoft Dynamics 365 trial
To install Adobe Sign for Microsoft Dynamics 365 trial, We require to get Adobe Sign solution for Microsoft Dynamics 365 which is available to install for Microsoft Dynamics 365 Sales, Customer Service and Field Service. To get and install Adobe Sign for Microsoft Dynamics 365 trial or for production from Microsoft AppSource.
Share account information with the solution vendor
To install the Adobe Sign solution from the App Source, we are required to give permission to Microsoft to share our contact information with the solution vendor, in this case Adobe.
Once the required data completed and the permission given, we will be able to proceed with the installation process to the Power Platform admin center.
Install Adobe Sign for Microsoft Dynamics 365
Once the permission is given, the page will be redirected from the App Source to the Power Platform admin center, and using the same account, we will be needed to choose the environment where we will install the Adobe Sign solution for Microsoft Dynamics.
After agreeing in the legal terms and the privacy statment, we will be able to progress with installation.
The installation will start and can be viewed from the Power Platform admin center. The installation will take time to install, and once installation completes, the Adobe Sign configuration can continoue.
Adobe Sign App for Dynamics 365
After installation is completed, and from the apps area in Dynamics 365, a new Adobe Sign app will available to be used and to configure Adobe Sign.
Post install configuration
From the Adobe Sign App home page, We can see that the installation is not completed and we are still required to complete the process with a link to Post install configuration.
The link is a link from Adobe on how to install and configure Adobe Sign for Microsoft Dynamics 365
Adobe Sign account integration key
It is important to understand that to complete the Post install configuration we require an Adobe Sign paid or trial account. Obtaining a paid account can be done by the client’s IT department, for Adobe Sign plans and pricing, check the following link https://acrobat.adobe.com/ca/en/sign/pricing/plans.html.
However, for this post scope, to obtain Adobe Sign trial directly from Dynamics 365 app, from the “Admin Settings” page, where we are supposed to include the Adobe Sign integration key if we have a paid Adobe Sign account, we can claim a free 30 days trial from the link https://esign.adobe.com/adobe-sign-microsoft-dynamics-trial-registration.html?ref=msappsource.
Sign up for a free 30 days
To be able to test Adobe Sign with Dynamics 365, we will have to sign up for Adobe Sign trial account. Using the 30 days free trial, we will get an instant trial account.
Setting the Adobe Sign Account
After completing the trial request, we will receive a validation email that will direct us to choose an account password.
Adobe Sign trial account
From the new generated account, we can view how many days left in the Adobe Sign account, convert account into paid account and mange the account by setting additional users.
Post Install Configuration
As instructed in the Microsoft Dynamics 365 installation guide, From the Adobe Sign account page, we can get the “Integration key” from the Adobe Sign API.
Following the guide instructions
In the following GIF, I am showing how I managed to generate the integration key from the Adobe Sign API and copy it into Dynamics 365, to be able to authenticate Dynamics 365 to process documents through the Adobe Sign account.
Complete the Adobe Sign setup
As instructed in the Microsoft Dynamics 365 installation guide, we are required to disable legacy form rendering and enable activity feeds on the new generated Adobe Agreement table.
Disable legacy form rendering
From the classical system settings under administration and from the General tab, set the “Use legacy form rendering to “No”. By default, the value is set to “No”, however validating that it set to “No” is essential to ensure the success of the integration.
Enabling Activity Feeds on Adobe Activity table
1. From the classical system settings under Activity Feeds Configration, as shown below.
2. Change the Activity Feeds Configuration view to “Post Configration”
3. Click the refreach botton.
4. The new created table “adobe_agreement” will appear.
5. select the “adobe_agreement” and click activate.
6. A notification will popup instructing to publish the changs applied. Finally Publish all customizations from the same screen.
Enable real-time agreement statuses update
This step is very important to get a quick update on Dynamics 365 agreements statuses. If we dont perform this action, the integration will work but the agreement statuses will not be updated immediately after the agreement is signed.
This is a long process and explained well in the user guide to the Microsoft Dynamics 365 installation guide.
Finally, the get started checklist
Now that the installation is complete, and from the Adobe Sign app, we will see the get started checklist under the admin settings page.
- Activate and set up Adobe Sign (Checked)
- Set up the first Data Mapping (Unchecked yet until the first data map is created.)
- Set up the first Template (Unchecked yet until the first template is created.)
Start using and testing the Adobe Sign for Microsoft Dynamics 365 trial
Now we can start testing the Adobe Sign for Microsoft Dynamics 365 trial by creating data map and templates to be used with standard or cutom entities.