CRM
DocuHub + Microsoft Dynamics 365
Generate and send signing envelopes from Dynamics 365 opportunities, map entity fields to document templates, and track signing status on the opportunity timeline.
DocuHub
EnterpriseCRM
What You Can Do with DocuHub + Microsoft Dynamics 365
Enterprise signing inside Dynamics 365
Opportunity-Based Signing
Create and send envelopes from opportunity records with all stakeholder contacts pre-populated.
Entity Field Mapping
Map any Dynamics 365 entity field — standard or custom — to merge fields in DocuHub templates.
Power Platform Connectors
Use the DocuHub connector in Power Automate and Power Apps for custom signing experiences.
Dataverse Integration
Store signed documents and audit logs directly in Dataverse tables for compliance and reporting.
Multi-Entity Workflows
Trigger signing from accounts, contacts, quotes, orders, or any custom entity in a single workflow.
How It Works
Connect Microsoft Dynamics 365 to DocuHub in just a few steps.
1
Install the Dynamics 365 Solution
Import the DocuHub managed solution into your Dynamics 365 environment from AppSource.
2
Configure entity mappings
Map Dynamics 365 entities and fields to DocuHub document templates and recipient roles.
3
Execute and track
Send documents from any record; signing events sync back to the timeline and update entity fields.
Real-World Use Cases
See how teams use DocuHub + Microsoft Dynamics 365 to streamline their workflows.
Government Procurement
Public sector organizations send RFP response documents from opportunity records, collect multi-department signatures, and archive completed packages in Dataverse.
Manufacturing Supply Agreements
Procurement teams send supplier agreements from vendor entities, with pricing and delivery terms pulled from quote line items.
Financial Services Onboarding
Wealth advisors send account opening packages from client contact records, with KYC documents collected and stored in Dataverse.
Get Started with DocuHub + Microsoft Dynamics 365
Connect Microsoft Dynamics 365 and supercharge your document workflows. Free to start — no credit card required.
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