Getting Started

Use these link to get started using the Nintex eSign Solution for CRM:

• Download and Install the Solution to your Dynamics CRM

To use the solution, you will need to

• Create Nintex eSignSimple Setup Templates

Then, in Dynamics 365

• Create Template Mappings for your users to access

• Submit envelopes to be signed from Dynamics 365

• Send envelopes with Dynamics 365 workflow processes

For data to flow back from Nintex eSign into Dynamics 365

• Create DocumentTRAK web hooks to communicate to Dynamics 365

To get credentials for your web hook, you will need to

• Register an Azure AD application