Connecting Docusign CLM and Microsoft Dynamics 365
The Audet Magna Microsoft Dynamics 365 Connector makes it easier to bring agreement workflows directly into your CRM, helping teams move faster, reduce manual handoffs, and accelerate revenue recognition.
Create, route, track, and save agreements all inside Dynamics
Create
Generate agreements directly from CRM data
Route
Launch approval and agreement workflows instantly
Track
Monitor agreement status in real time
Save
Synchronise agreement data back into Dynamics 365
The challenge
Sales and agreement processes often sit across disconnected platforms, creating unnecessary delays and operational complexity.
Common problems:
- CRM and contracts live in different systems
- Manual handoffs slow deals down
- Visibility reduces once contracts leave the CRM
- Teams waste time rekeying or chasing status updates
The solution
The Microsoft Dynamics 365 Connector brings agreement workflows into CRM, creating one connected process.
What that enables:
- One seamless experience inside Dynamics 365
- Agreement creation from CRM data
- Real-time tracking of agreement status
- Automatic syncing of agreement data
- Fewer manual steps and reduced risk of error
Designed for speed, visibility, and control
Automated workflows
Trigger Docusign CLM actions directly from CRM to reduce manual effort and speed up execution.
Bi-directional data sync
Keep CRM and agreement data aligned across systems for stronger visibility and fewer errors.
Seamless CRM experience
Enable users to work natively inside Microsoft Dynamics 365 without jumping between tools.
Faster deal cycles
Move from opportunity to agreement more quickly with less friction and fewer process bottlenecks.
Agreement workflows, directly inside your CRM
The MS Dynamics connector makes it simple to connect the front-office process with downstream agreement execution and management.
1.
Start in Microsoft Dynamics 365
Users work from the opportunity, account, or record they already use every day.
2.
Launch Docusign CLM actions
Create agreements, trigger workflows, and initiate approval processes using CRM data.
3.
Track progress in real time
Agreement status, workflow updates, and key milestones remain visible throughout the process.
4.
Sync and save data back
Agreement data stays aligned between Dynamics 365 and DocuSign CLM for better reporting, control, and continuity.
Core benefits
Built to simplify agreement workflows inside Microsoft Dynamics 365
Data flow
Enable data to flow between Docusign CLM and MS Dynamics 365, reducing duplicate entry and improving data consistency across systems.
Seamless experience
Give Dynamics users a native, connected experience, so they can manage agreement activity without switching platforms.
Automated workflows
Enable more complex agreement and approval workflows to be triggered and managed faster, directly from CRM-driven processes.
Why Audet Magna
Audet Magna combines deep Docusign CLM, integration, and workflow design expertise to help clients deploy connectors that work in the real world not just in theory.
Differentiators
- Connector implementation and configuration expertise
- Alignment with your Microsoft Dynamics processes
- Strong CLM and IAM domain experience
- Support for adoption, optimisation, and scale
Trusted by organisations looking to accelerate sales workflows while keeping agreement processes controlled, scalable, and easy to use.
Contact Us
See how the Audet Magna connector helps sales teams work faster inside Microsoft Dynamics 365 while keeping agreement workflows connected to Docusign CLM.