Businesses often lose hours copying client details from their CRM systems into agreements, which frequently leads to manual data typos and delayed deals. Safely tracking down signed contracts across scattered email threads also creates compliance risks and leaves administrators searching through folders for the correct document version.
We are thrilled to announce our latest CRM integration to solve these issues: Microsoft Dynamics 365. By connecting Doc2 with Dynamics 365, you can eliminate manual data entry and move from an approved deal to a signed contract in record time.
Microsoft Dynamics 365 is a core platform for growing teams globally. Our goal is to make Doc2 a natural extension of that everyday workflow, ensuring your contract management is as organised as your lending pipeline.
What does the Dynamics 365 integration do?
This integration bridges the gap between your client database and your document automation. Once connected, you can pull data directly from Dynamics 365 into your Doc2 templates.
In practice, this means you can search for an account, contact, or opportunity within Doc2 and instantly populate your contracts with key details, such as company names, addresses, and deal values. This means no more manual entry and no more typos.
But it doesn’t just pull data; it pushes it back too. Once a document has been signed by all parties, Doc2 will automatically reattach the signed PDF to the relevant Timeline or Notes in Dynamics 365. Your client records stay updated without you lifting a finger.
How do I set it up?
Getting your Dynamics 365 workflow running is straightforward:
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Connect your account: Go to the Apps page under Settings in your Doc2 dashboard and select Microsoft Dynamics 365 to install.
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Map your templates: Head to Edit Template on the document you wish to automate.
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Identify lookup field: Find the field you want to conduct the lookup from, then set it as an App Integration for Dynamics 365.
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Map the fields: Map the specific Dynamics 365 records to your document fields.
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Submit: You are ready to start signing.
You can also select which documents get pushed straight into your CRM once they are eSigned. If you hit any snags during setup, our team is available via the live chat to help you get synced up.
Optimising the contract lifecycle
The real value of this integration is the full-circle workflow. The period between securing a deal and getting a signature is a critical window. By automating the data pull from Dynamics 365, you ensure accuracy from the start.
Furthermore, the automatic filing of signed contracts back into Dynamics 365 ensures that your account managers and compliance teams always have access to the latest executed agreements without having to hunt through email threads or Doc2 folders. It is about compliance, visibility, and saving time where it matters most.
Compatibility and Support
The Dynamics 365 integration is designed to work across various system setups, ensuring that whether you are a small business or a large enterprise, you can benefit from automated document workflows.
If your team is using a different database or data source, we are constantly expanding our ecosystem based on user feedback. Drop us a message on the live chat or email us at enquiries@doc2.co with your suggestions.
If you are a Dynamics 365 user but haven’t experienced the speed of Doc2 yet, click the button below to see how we can transform your document handling or read more about our Dynamics 365 integration here.
