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Adobe Sign for Microsoft Dynamics: Upgrade Guide

Last updated on 13 November 2023 | Also applies to Adobe Acrobat Sign

Adobe Acrobat Sign Integrations
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5. Acrobat Sign for Microsoft PowerApps and Power Automate
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6. Acrobat Sign Connector for Microsoft Search
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7. Acrobat Sign for Microsoft Dynamics
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Acrobat Sign Developer Documentation

Adobe Sign for Microsoft Dynamics: Upgrade Guide explains how to upgrade Adobe Sign for Microsoft Dynamics (V 6.0+) to the latest version.

Overview

Upgrading the Adobe Sign for Microsoft Dynamics solution from 6.x version or later is a straightforward process of importing the new package, verifying some configuration elements, and then letting the package install. The process from start to finish generally takes under 30 minutes for most administrators.

DO NOT uninstall the existing package.

The upgrade process will update the existing package with the new content. Previous customizations will remain intact, and the user experience will be unchanged.

Upgrading the Online package

Note:

Due to the updated API calls that enable the 9.3 functionality, customers upgrading their existing Adobe Sign for Dynamics Online solution from a version prior to 9.3 will need to recreate the real-time automatic status updates with Power Automate using the updated Template: Update Dynamics Agreement record on agreement state change in Adobe Sign.

Access the Adobe Sign for Microsoft Dynamics 365 package and then select Get it now.

Select 'Get it now' to install Adobe Acrobat Sign for Microsoft Dynamics 365.
On the page that appears:
1. Provide the required profile information:
2. Check the checkbox to allow Microsoft to use or share account information.
3. Select Continue.
On the Terms and Privacy page:
1. Select the correct Dynamics environment to apply Adobe Sign to (if you have multiple orgs).
2. Agree to Microsoft’s Legal Terms and Privacy Statement.
3. Agree to the Privacy Statement and Legal Terms for importing packages into Dynamics 365.
4. Select Install.
Note:

If a previous Adobe Sign for Dynamics package is already installed, then the package gets upgraded to the new version.
You are redirected to the Power Platform admin center; the installation starts automatically
- Installation of the package takes roughly 30 minutes
  
  Refresh the page to update the status

Upgrading the On-Premises package

Download the current AdobeAcrobatSign_for_Dynamics_365_On-Premises_Deployer package and save it to your local system.
Extract the downloaded file.
Open the extracted folder and double-click on the PackageDeployer.exe file.
On the Package Deployer tool page, select Continue.
To connect Acrobat Sign to Microsoft:
1. Select the appropriate Deployment Type (On-premise).
2. Provide the authentication details to connect to the instance you want to deploy the package.
3. Select Login.
After successful authentication, on the page that appears, review the Terms of Use and then select Next.
On the Ready to Install screen, review the information and then select Next.
After the validation completes successfully, select Next.
Once a confirmation message is displayed on successful deployment of the package, select Next.
Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is upgraded.