DocuSign for Dynamics CRM Online Quick Start Guide
What should I do if I see several login prompts when trying to access CRM records in the Dynamics
Online Outlook Connector?
l Ensure that you add the following sites to your Internet Explorer "Trusted Site" list:
l https://login.live.com
l https://signin.crm.dynamics.com
l https://*.crm.dynamics.com
Do I have to give the other Microsoft Dynamics CRM account users my DocuSign credential
information so they can send with DocuSign?
l No. If you created a new account, it is automatically set up to allow other users in your account
to send with DocuSign. If you have a DocuSign account, enable the Account-Wide Rights and
Send On Behalf Of Rights (API) features for your account. This allows the other users in your
account to send with DocuSign. If you have an existing DocuSign account and your account uses
the Password Strength setting Custom, you must set the Password Questions Required option
to 0. To check your Password Strength setting, go to Preferences, click Features and, under the
Manage Account heading, click Password Strength.
Not all of my Microsoft Dynamics CRM users have DocuSign accounts. Can they still use DocuSign
for Dynamics CRM?
Yes, as long as you have seats available in your DocuSign account. When a Dynamics CRM user selects
Sign or Get Signatures, the system checks to see if that user exists in DocuSign (in this case a user is
defined as a unique username/email combination). There are three possible results:
l If the user does not exist as a member of the DocuSign account the system administrator
associated with the Dynamics CRM instance, and does not have an existing DocuSign account,
DocuSign creates a new user with that user's username and email combination and adds that
user as a member of the DocuSign account.
l If the user does not exist as a member of the DocuSign account the system administrator
associated with the Dynamics CRM instance, but does have an existing DocuSign account, the
user is asked to enter a new username to go along with the new account. DocuSign then creates
a new user with that user's username and email combination and adds that user as a member of
the DocuSign account.
l If the user exists in the DocuSign system and exists as a member of the account associated with
the Dynamics CRM instance, DocuSign uses that information to send the envelope.
It looks like importing DocuSign for Dynamics CRM Online into my Dynamics CRM Online instance
overwrites my custom site map. What should I do?
l There is a known issue in Microsoft such that site map customizations included in a managed
CRM solution overwrite the custom SiteMap in a CRM organization. You will have to recreate
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