OpenText Core Signature - Microsoft Dynamics Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Microsoft Dynamics

1. Contract approval and execution from Microsoft Dynamics sales records to OpenText Core Signature

When a sales opportunity or quote in Microsoft Dynamics reaches the final approval stage, the contract can be generated and sent to OpenText Core Signature for legally binding execution. Once signed, the executed agreement is returned to Microsoft Dynamics and attached to the customer record.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: Faster deal closure, reduced manual handling, and a complete audit trail tied to the customer account

2. Customer onboarding document signing linked to Microsoft Dynamics customer records

New customer onboarding packages such as service agreements, terms and conditions, and authorization forms can be initiated from Microsoft Dynamics. OpenText Core Signature manages the signature workflow, and the completed documents are stored against the customer profile in Dynamics for future reference.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: Shorter onboarding cycle, improved compliance, and easier access to signed onboarding documents for sales and service teams

3. HR employment document signing initiated from Microsoft Dynamics employee or payroll processes

For organizations using Microsoft Dynamics to manage HR or payroll-related records, employment contracts, policy acknowledgements, and compensation letters can be routed to OpenText Core Signature for signing. Signed documents are then returned to Dynamics and linked to the employee record.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: Reduced HR administration, faster employee start dates, and better retention of signed employment records

4. Vendor and procurement agreement execution from Microsoft Dynamics finance or procurement workflows

Purchase agreements, supplier onboarding forms, and service contracts created in Microsoft Dynamics can be sent to OpenText Core Signature for approval and signature. After execution, the signed version is stored in Dynamics and can be used to support procurement controls and audit requirements.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: More controlled procurement processing, fewer delays in supplier setup, and stronger compliance with approval policies

5. Bi-directional status synchronization for signature progress and approval visibility

Microsoft Dynamics can display real-time signature status from OpenText Core Signature, such as sent, viewed, signed, or declined. This gives sales, finance, HR, and operations teams visibility into where each document stands without leaving Dynamics.

• Data flow: OpenText Core Signature to Microsoft Dynamics
• Business value: Better process transparency, fewer follow-up emails, and improved accountability across teams

6. Automated document generation in Microsoft Dynamics followed by signature routing in OpenText Core Signature

Documents such as quotes, statements of work, service agreements, or renewal notices can be generated from Microsoft Dynamics using customer and transaction data. The generated document is then routed to OpenText Core Signature for signature collection and returned to Dynamics once complete.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: Eliminates rekeying, reduces document errors, and standardizes customer-facing paperwork

7. Renewal and amendment workflows for existing contracts stored in Microsoft Dynamics

When a contract renewal or amendment is due, Microsoft Dynamics can trigger the updated document to be sent through OpenText Core Signature for re-approval. The newly signed version is then archived back in Dynamics alongside the original agreement and related account history.

• Data flow: Microsoft Dynamics to OpenText Core Signature, then back to Microsoft Dynamics
• Business value: Better contract lifecycle control, fewer missed renewals, and a reliable record of changes over time