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:-

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Migrate SharePoint On-Premises Content to SharePoint Online

In this article, we will discuss about Migrate SharePoint On-Premises Content to SharePoint Online. SharePoint 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

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Integrate a Chatbot in Microsoft Dynamics Portal

In this article, we will discuss about displaying an integration of a Chatbot inside Microsoft Dynamics portal. I am using “tawk.to” Chatbot.  So, let's discuss step by step: -

1. I have tawk.to account, so I am login this. We can create a tawk.to account here: -https://dashboard.tawk.to/signup

2. After login I can see my tawk.to dashboard, now click on the Gear(setting) icon.

3. Now we can see “Widget code” in right section, Copy it.

4. Now open Dynamics Portal and login from Admin account.

5. After login we can see the Setting section on top right.

6. Click on Edit.

7. Edit page popup window will open, now click on “Options”.

8. Now we can see three sections “Description, Custom JavaScript, Custom CSS”, put copied code inside Custom JavaScript section.

9. Remove script tags from code and Save it.

10. Now we can see the tawk.to Chatbot at the bottom right.

11. I am dropping messages here and can see inside tawk.to message section.

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