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Welcome to the help page for Marshfield Consulting’s DocuSign CLM Connector built for Microsoft Dynamics 365. This guide will help you understand how our Docusign CLM connector integrates seamlessly with Microsoft Dynamics, streamlining your contract management processes from start to finish.

Why Choose Marshfield Consulting's Dynamics CLM Connector?

Managing documents through internal and external approvals via emails is often a long and inefficient process. If Microsoft Dynamics is your Customer Relationship Management (CRM) and system of record, you want your team to handle all necessary tasks for managing new contracts efficiently. Traditional methods like sending documents via email or for wet signatures slow down the execution of your agreements and extend the billing cycle.  Using DocuSign CLM and eSignature can help to streamline your contract processes to add efficiency while helping to better manage risk. Now, with Marshfield Consulting’s DocuSign CLM Connector, you can seamlessly connect Microsoft Dynamics and DocuSign CLM together for the first time to power your full quote-to-contract process.

Marshfield Consulting, with over 75 years of combined experience in Docusign CLM, is the only Platinum Partner solely focused on Docusign CLM. Our expertise ensures that our solutions are unmatched in the industry.

Key Features of the Dynamics CLM Connector

  1. Seamless Integration:
    • Integrate Docusign CLM PRD or DEMO/UATdirectly into Microsoft Dynamics
    • Enable users to view contracts in flight and allow them to complete any task or action on a document right from a CLM folder viewer embedded Dynamics.
    • Maintain visibility to users for contracts that are executed within the Dynamics interface to ensure the contracts, and their data, remain in context of the day-to-day that is happening in Dynamics
  2. Simplified Installation and Configuration:
    • Install the published app and create environments, configurations, and mappings to CLM effortlessly
    • Map to any Entity in Dynamics to CLM for establishing an intuitive folder structure used in the folder viewer
    • Map fields from Entities to create Doc Gen configurations used as part of the DocuSign CLM Doc Gen process
  3. Enhanced Contract Creation and Management:
    • Give users the ability to generate contracts using templates or submit 3rd Party Contracts for review by launching Docusign CLM from within Dynamics 
    • Reduce duplicate entry, prevent drafting errors and ensure quality in contract preparation by using the customer and sales-specific information available in Dynamics to power Doc Gen and CLM processes

Unlock the Full Capabilities of DocuSign CLM

The DocuSign CLM connector connects your Dynamics environment to DocuSign CLM which creates the ability to implement your full Contract Lifecycle Management process.  With additional configuration to DocuSign CLM, the Connector, working with DocuSign CLM can also help establish the following functionality:

  1. End-to-End CLM:
    • Track documents as they flow through the CLM workflow
    • Preview documents and complete tasks within DocuSign CLM from within the UI of Dynamics
    • Create Review and Approval processes that adapt to your risk tolerances
    • Redline and negotiate agreements with 3rd parties
    • Send, sign and review executed documents directly from the CLM file component
    • Leverage native AI to summarize contracts and suggest Contract metadata
    • Proactively drive Contract Renewal or Expiration processes with automated and ad hoc Contract Reminders
    • Extend contract intelligence throughout the organization with reporting and dashboards surfacing contract and workflow analytics
    • Securely store and share contracts within a repository available through Dynamics
    • Duplicate success with Sales Contracts and apply DocuSign CLM to achieve similar outcomes in contract areas such as Vendor/Procurement, HR, Partnership, etc.
  2. Writeback Capabilities:
    • Create a complete data roundtrip and update/create data generated or captured in CLM back into Dynamics, ensuring all relevant information is captured and accessible in the proper system of record


Adopting these additional functionalities represents truly embracing the ability of DocuSign CLM to be the foundation of your Intelligent Agreement Management (IAM) strategy. Contact Us to learn more about how we can bring success with DocuSign CLM to you, like our 100+ satisfied Clients.

How to Install and Use the Dynamics CLM Connector for Microsoft Dynamics

The installation process covers what needs to be completed in your Microsoft and DocuSign environments to connect and set up the integration.  

  1. Installing the Package
  2. Setting up DocuSign
  3. Connecting to DocuSign from Dynamics
  4. Creating the Admin Dashboard
  5. Configuring Folder Settings
  6. Adding Folder Explorer widget to Forms
  7. Create Document Generation Mappings

A detailed installation guide will be provided to new Customers with onboarding materials.

Benefits of Using Marshfield Consulting's Dynamics CLM Adapter

  1. Efficiency:
    • Streamline your contract management processes and reduce time spent on manual tasks.
  2. Accuracy:
    • Ensure that all documents are accurate and up-to-date with customer-specific information.
  3. Seamless Experience:
    • Provide a unified solution where users can manage all contract-related tasks within Dynamics.
  4. Expertise:
    • Leverage Marshfield Consulting’s extensive experience and specialized focus on Docusign CLM.

For further assistance or inquiries, please contact Marshfield Consulting support. Our team is here to help you maximize the benefits of integrating Docusign CLM with Microsoft Dynamics.