Skip to content

Connect Edusign and Microsoft Dynamics 365 CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Edusign with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Admin" from Edusign.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects Edusign and Microsoft Dynamics 365 CRM, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Edusign to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Edusign and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Admin
Triggers when you want to get all Admins in your school from the API.
Trigger
Polling
Try It
New Documents
Triggers when you want to get all Documents in your school from the API.
Trigger
Polling
Try It
New Professor
Triggers when you want to get all professors from the API.
Trigger
Polling
Try It
New Group
Triggers when a new group is created
Trigger
Polling
Try It
- Course Name
  Required
- Course Description
- Course Start
  Required
- Course End
  Required
- Professor Mail
  Required
- Mail Professor 2
- Classroom Name
- Students Mails
  Required
- Zoom
- Course ID
Action
Write
- Course Name
  Required
- Course Description
- Students Mails
  Required
Action
Write
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Identification Number
- Student Photo
- Student Phone
- Groups
  Required
- Student Training
- Student Company
- Student Tags
- Student'Mail Credentials
- Professor API ID
- Professor API_TYPE
Action
Write
- Course Name
  Required
- Course Description
- Students Mails
  Required
- Do you want to keep the students already in this group
- Course ID
- Group Parent ID
Action
Write
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Student Photo
- Student Phone
- Groups
  Required
- Identification Number
- Student Training
- Student Company
- Student Tags
- Student'Mail Credentials
- Professor API ID
- Course ID
Action
Write
- Admin email
  Required
Action
Search
- Template name
  Required
Action
Search
- Course Name
  Required
Action
Search
- Email
  Required
Action
Search
- Email
  Required
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Professor Speciality
- Professor API ID
- Professor API_TYPE
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

New Course
Triggers when a user needs to get all courses from the API.
Trigger
Polling
Try It
New Documents Templates
Triggers when you want to get all Documents Templates in your school from the API.
Trigger
Polling
Try It
New Student
Triggers when you want to get all Students in your school from the API.
Trigger
Polling
Try It
- Course Name
  Required
- Course Description
- Course Start
  Required
- Course End
  Required
- Professor Mail
  Required
- Professor2 Mail
- Groups
  Required
- Classroom Name
- Zoom
Action
Write
- Template Information
- Template name
  Required
- Admin email
  Required
- Admin inputs
- Recipients - Student
- Recipients - Professors
- Recipients - Externals
- Send document to sign by email
- Send document by email when completed
- Signature validation method
- Sign with order
- Expiration date
- Subject
- Body
- Subject
- Body
Action
Write
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Professor Speciality
- Professor API ID
- Professor API_TYPE
Action
Write
- Document Name
  Required
Action
Write
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Professor Speciality
- Professor API ID
- Professor API_TYPE
- Course ID
Action
Write
- File URL
  Required
Action
Write
- Document Name
  Required
Action
Search
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- Course Name
  Required
- Course Description
- Students Mails
  Required
Action
Search or write
- Email
  Required
- Professor FirstName
  Required
- Professor LastName
  Required
- Professor Email
  Required
- Identification Number
- Student Photo
- Student Phone
- Groups
  Required
- Student Training
- Student Company
- Student Tags
- Student'Mail Credentials
- Professor API ID
- Professor API_TYPE
Action
Search or write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- PDF File
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About Edusign

Digital attendance sheets. Sign online and generate certified documents in seconds.

Related categories

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Microsoft

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Edusign to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform

Sign up with Google