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eSignLive for Microsoft Dynamics CRM: Deployment Guide

This guide describes how to deploy eSignLive for Microsoft Dynamics CRM. In particular, it discusses:

After you install the product, you can learn how to use it by consulting the eSignLive for Microsoft Dynamics CRM: User's Guide.

The screen captures in these documents come from eSignLive for Microsoft Dynamics CRM 2016 Update 1(8.1) on-premises.

Released Files

Software Requirements

You need one of the following third-party applications:

  • eSignLive for Microsoft Dynamics CRM 2016 On-Premises (Updated to 8.1.0359 or higher)
  • Microsoft Dynamics 365 Update (8.2) online

Additional Requirements

The person performing the deployment must have:

  • Deployment Administrator rights for eSignLive for Microsoft Dynamics CRM
  • A Sandbox or Production account for version 11 of OneSpan Sign, and an associated API Key

For SharePoint Integration (on-premises only):

  • SharePoint and Dynamics CRM should be on the same domain and network.
  • Dynamics CRM users must have at least READ and WRITE permissions on all relevant SharePoint sites.