DocuSign provides D365 Connector, however if you do not want to spend on the connector and yet use DocuSign with CRM, this webinar is for you. Here we will explore how we can leverage Power Automate to create the proposal, send it using DocuSign Business Pro Account, save the proposal and its signed copy in SharePoint, close quotes and opportunities once proposal is signed, all of these with minimum human interference.
DocuSign + D365 CRM without Integration using Power Automate
Rilsina Pegado
D365 CRM and Power Platform Developer | Experienced PMO | Pursuing Advance Diploma in Business Administration from Weligkar Institute of Management Studies l Writer by Passion.
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