Dynamics 365 · Zignature Integration

Dynamics 365 +
Zignature E-Signatures

Sign contracts directly from Dynamics 365 opportunities and accounts — e-signature natively inside the Microsoft ecosystem.

Get Started Free View Pricing

Free plan available · No credit card required · ESIGN Act compliant

CRM
Native D365 integration
M365
Full Microsoft stack
SOC 2
Type II certified
Azure
AD SSO support
Key Features

Everything You Need

Built-in features that save time and close deals faster.

D365 Native

E-Signatures Native Inside Dynamics 365

Send documents for signature directly from Dynamics 365 opportunities, quotes, and accounts. No context switching — contracts generated from CRM data, sent and tracked inside D365.

  • Send from opportunity — Quote or contract sent for signature directly from D365 opportunity.
  • Field auto-fill — Customer name, deal value, and terms populate from D365 fields.
  • Signed status sync — Opportunity stage advances to 'Closed Won' on signing completion.

E-Signatures Native Inside Dynamics 365

Documents sent from D365 records, signed status synced back to opportunity fields.

Included on all plans
Azure AD SSO

Authenticate with Microsoft Credentials

Users access Zignature with their Azure AD / Microsoft 365 credentials via SAML SSO — no additional accounts, consistent with your Microsoft stack security policies.

  • Azure AD SSO — Sign in with Microsoft credentials — no separate Zignature login.
  • Conditional Access — Zignature respects Azure AD Conditional Access policies.
  • SCIM provisioning — User accounts provisioned from Azure AD automatically.

Authenticate with Microsoft Credentials

Azure AD SAML SSO for frictionless authentication within the Microsoft ecosystem.

Included on all plans
Power Platform

Power Platform Integration for Advanced Workflows

Connect Zignature to the Microsoft Power Platform — Power Automate flows, Power Apps custom forms, and Power BI reporting — for sophisticated document signing workflows across Dynamics 365.

  • Power Automate — Complex multi-step signing workflows across D365 entities.
  • Power Apps — Embed Zignature signing into custom Power Apps business applications.
  • Power BI — Document signing metrics and compliance reporting in Power BI.

Power Platform Integration for Advanced Workflows

Power Automate, Power Apps, and Power BI integration for advanced D365 workflows.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Configure D365 connection

IT installs Zignature Power Automate connector or configures API.

2

Set up Azure AD SSO

Configure SAML in Azure AD for single sign-on.

3

Create Power Automate flows

Build flows triggered by D365 opportunity and quote events.

4

Go live

Sales team sends contracts from D365 without leaving the CRM.

Connect Dynamics 365 to Zignature Today

Free trial — no credit card required.

Start Free — No Card Needed Book a Demo

Frequently Asked Questions

Everything you need to know.

How does Zignature integrate with Dynamics 365 Sales?

Via Power Automate custom connector or the Zignature REST API. Configure flows triggered by D365 opportunity stage changes, quote approval, or account events to send documents for signature from within Dynamics 365.

Does Zignature support Azure Active Directory (Entra ID) SSO?

Yes. Zignature supports SAML 2.0 with Azure AD / Microsoft Entra ID as the identity provider. Users authenticate with their Microsoft credentials — consistent with the broader Microsoft 365 security posture.

Can Dynamics 365 field data auto-populate Zignature documents?

Yes. Map D365 fields (account name, opportunity name, deal value, contact email, product list) to Zignature template variables. Documents pre-fill from CRM data automatically.

Can Zignature update D365 opportunity stage when a contract is signed?

Yes. Zignature completion webhooks trigger Power Automate flows that update D365 opportunity stage, contact records, and activity history when signing completes.

Does this work with Dynamics 365 Customer Service or just Sales?

The integration works across D365 modules — Sales, Customer Service, Field Service, and Finance via Power Automate. Different modules can trigger different document types.

Is there a Dynamics 365 managed solution or AppSource app for Zignature?

Zignature integrates with D365 via Power Automate and the REST API. A managed solution/AppSource listing provides the cleanest native integration experience for D365 enterprise customers.