Getting Started

OneSpan Sign also has an out-of-the-box Integration Platform that allows you to use a single solution to connect eSignatures to your favorite business applications in an easy, secure, and cost-efficient way. For more information, see OneSpan Sign With MS Dynamics.

All entities for OneSpan Sign Embedded Integration for CRM v2.1 can be modified using the OneSpan Sign Embedded Integration for 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 Transactions
• Associate Signer Labels to Signers within a Transaction or Template
• Create, update, and delete Field Mapping records
• Enable or disable auto-prepare settings for a Transaction or a Template
• Enable or disable insert settings for a Transaction or a Template
• Activate or deactivate Conventions

For more information, see the Microsoft Dynamics CRM API website.