Sam's Microsoft Dynamics 365 Blog

Friday, 21 February 2020

Digital Signature Solution for Microsoft Dynamics CRM



In this article we will discuss about Digital Signature Solution Integration Created by me.

For boosting your business, close deals faster and secure using “eSignly Dynamics CRM Solution”.

Sign your business documents from eSignly inside Dynamics CRM.

eSignly for Dynamics CRM Solution enables you to sign, track and review contracts, agreements and other business documents directly from your Dynamics CRM environment within the Leads, Opportunities and all other important entities as per your choice. eSignly for Dynamics CRM Solution helps you to keep your business digital.




Key Features

 Self-Signature or Send for Signature
eSignly provide feature to for self-sign documents or send the documents for the signature of your Dynamics CRM or Integrated SharePoint’s documents. Also, eSignly provide a multiple signature hierarchy.




Instant Requested Documents Status Checker
eSignly for Dynamics CRM Solution provides a feature of checking documents status on instant basis inside Microsoft Dynamics CRM.
   
Track and Manage Document automatically
eSignly for Dynamics CRM Solution tracks status of your sign requested documents automatically and Automatically attach signed documents.

Manage Role based access for Users
eSignly for Dynamics CRM Solution provides a role base access for Documents Signature.   Admin can manage permissions for documents signing process for Microsoft Dynamics CRM Users, using Dynamics CRM Security module.



Screens:-

Configuration of entity:-


Document selection:-



Signing documents:-

       

Signed documents inside Dynamics CRM:-




Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!

Migrate SharePoint On-Premises Content to SharePoint Online

In this article, we will discuss about Migrate SharePoint On-Premises Content to SharePoint OnlineSharePoint Online Migration PowerShell cmdlet is the a way of doing content migration without using a tool.


So, let's discuss step by step:

Prerequisites:-

  •     Azure Subscription
  •     Azure Storage Account
  •     Office 365 (SharePoint) Account
  •     SP Online Management Shell

Script:


Get-PSSnapin

Get-PSSnapin -Registered

Add-PSSnapin Microsoft.SharePoint.PowerShell

Import-Module Microsoft.Online.SharePoint.PowerShell -DisableNameChecking

Export-SPWeb -Identity "<onprem-site URL e.g. http://saddamk206>" -ItemUrl "/<Document library name e.g. MyDocuments>/" -Path "<temprary path e.g. C:\Migration\MyDocuments_Source" -NoFileCompression -IncludeVersions LastMajorAndMinor

$username = "samkhan@saddamk206.co.in"

$cred = Get-Credential $username

$sourceFiles = "<Source of Files e.g. C:\Migration\MyDocuments_Source>"

$sourcePackage="<Source of Package e.g. C:\Migration\MyDocuments_Source>"

$outputPackagePath = "<Output package path e.g. C:\Migration\MyDocuments_outputPackagePath>"

$targetWebUrl = "<online sharepoint site URL e.g. https://saddamk206.sharepoint.com/sites/mypersonalsite>"

$targetLibrary = "MyDocuments"

ConvertTo-SPOMigrationTargetedPackage -SourceFilesPath $sourceFiles -SourcePackagePath $sourceFiles -OutputPackagePath $outputPackagePath -TargetWebUrl $targetWebUrl -TargetDocumentLibraryPath $targetLibrary -Credentials $cred

$azureAccountName = "<Azure account name e.g. samstorate206>"

$azureAccountKey = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX=="

$azurelocations=Set-SPOMigrationPackageAzureSource -SourceFilesPath $sourceFiles -SourcePackagePath $outputPackagePath -AccountName $azureAccountName -AccountKey $azureAccountKey

Submit-SPOMigrationJob -TargetWebUrl $targetWebUrl -MigrationPackageAzureLocations $azurelocations -Credentials $cred


Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!

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