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All Tutorials /Microsoft Dynamics 365

How to Integrate Dynamics 365 with Adobe Sign

Updated on:
June 5, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with Adobe Sign.

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Follow these steps: 

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  1. Open your Dynamics 365 and navigate to 'App Settings'.
  2. Go to the 'App Extensions' and click 'Partner Apps'.
  3. Then, go to the search bar and type 'Adobe Sign'.
  4. From the results, select 'Adobe Acrobat Sign for Microsoft Dynamics 365'.
  5. Click 'Get It Now' to start the integration process.
  6. Confirm the action by clicking 'Get it now' to continue.
  7. Select your target environment.
  8. Confirm each box by checking the prompts.
  9. Hit 'Install' to integrate Adobe Acrobat Sign with Dynamics 365.

📌 Why this matters

Integrating Adobe Sign with Dynamics 365 transforms your customer relationship management into a complete deal-closing system. You can send contracts, collect signatures, and automatically update records without switching between platforms or manually tracking document status.

Beyond convenience, this integration creates an audit trail that links every signed agreement directly to customer data, opportunity records, and sales metrics. When renewal time comes or disputes arise, you have immediate access to the complete context surrounding each signature, making your CRM the single source of truth for all business relationships.

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