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eSignLive for Microsoft Dynamics CRM : Integrator's Guide

This page discusses the following introductory topics:

Document Purpose

This guide describes how to integrate version 2.1 of eSignLive for Microsoft Dynamics CRM with eSignLive for Microsoft Dynamics CRM.

Specifically, the guide describes how to: (1) execute certain actions programmatically; (2) customize eSignLive for Microsoft Dynamics CRM for your environment.

Document Audience

This document's intended audience is:

  • eSignLive for Microsoft Dynamics CRM Administrators, or advanced users who have a detailed knowledge of the setup and advanced configuration abilities of eSignLive for Microsoft Dynamics CRM
  • eSignLive for Microsoft Dynamics CRM developers who are comfortable with JavaScript, and who want to develop customizations using the automation abilities of the eSignLive for Microsoft Dynamics CRM API.

Document Organization

The other main sections of this guide discuss:

Overview for Integrators

Version 2.1 of eSignLive for Microsoft Dynamics CRM supports eSignLive for Microsoft Dynamics CRM online.

OneSpan Signfor eSignLive for Microsoft Dynamics CRM v2.1 offers the following new feature. Whenever the status of a package changes, eSignLive adds a new record to the eSignLive Notification entity. This triggers a set of actions that includes updating the package's status in eSignLive for Microsoft Dynamics CRM, etc.

Using the eSignLive for Microsoft Dynamics CRM API

All entities for eSignLive for Microsoft Dynamics CRM v2.1 can be modified using the eSignLive for Microsoft Dynamics CRM API.

That API can be accessed through the organization service "http://{dynamics url}/{organization}/organization.svc".

Integrators can use the API to perform the following operations:

  • Create, update, and delete Convention records
  • Create, update, and delete new Signer Label records
  • Create, update, and delete new Text Tag records
  • Associate Conventions to Templates
  • Associate Conventions to Packages
  • Associate Signer Labels to Signers within a Package or Template
  • Create, update, and delete Field Mapping records
  • Enable or disable auto-prepare settings for a Package or a Template
  • Enable or disable insert settings for a Package or a Template
  • Activate or deactivate Conventions

For more information, please consult the eSignLive for Microsoft Dynamics CRM API website.