Access the Adobe Sign for Microsoft Dynamics 365 package and then select Get it now.
- Интеграции Adobe Acrobat Sign
- Новые возможности
- Версии и жизненный цикл продуктов
- Acrobat Sign для Salesforce
- Установка пакета
- Настройка пакета
- Руководство пользователя
- Включение аутентификации по цифровому удостоверению
- Руководство разработчика
- Руководство по расширенной настройке
- Руководство по сопоставлению и шаблонам полей
- Руководство пользователя мобильного приложения
- Руководство по автоматизации потоков
- Руководство для Document Builder
- Настройка больших документов
- Руководство по обновлению
- Заметки о выпуске
- Часто задаваемые вопросы
- Руководство по устранению неполадок
- Дополнительные статьи
- Acrobat Sign для Microsoft
- Acrobat Sign для Microsoft 365
- Acrobat Sign для Outlook
- Acrobat Sign для Word/PowerPoint
- Acrobat Sign для Teams
- Acrobat Sign для Microsoft PowerApps и Power Automate
- Соединитель Acrobat Sign для Microsoft Search
- Acrobat Sign для Microsoft Dynamics
- Acrobat Sign для Microsoft SharePoint
- Обзор
- SharePoint On-Prem: Руководство по установке
- SharePoint On-Prem: Руководство по сопоставлению шаблонов
- SharePoint On-Prem: Руководство пользователя
- SharePoint On-Prem: Заметки о выпуске
- SharePoint Online: Руководство по установке
- SharePoint Online: Руководство по сопоставлению шаблонов
- SharePoint Online: Руководство пользователя
- SharePoint Online: Руководство по сопоставлению веб-форм
- SharePoint Online: Заметки о выпуске
- Acrobat Sign для Microsoft 365
- Acrobat Sign для ServiceNow
- Acrobat Sign для HR ServiceNow
- Acrobat Sign для SAP SuccessFactors
- Acrobat Sign для Workday
- Acrobat Sign для NetSuite
- Acrobat Sign для SugarCRM
- Acrobat Sign для VeevaVault
- Acrobat Sign для Coupa BSM Suite
- Acrobat Sign для Zapier
- Документация для разработчиков Acrobat Sign
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
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.
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On the page that appears:
- Provide the required profile information:
- Check the checkbox to allow Microsoft to use or share account information.
- Select Continue.
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On the Terms and Privacy page:
- Select the correct Dynamics environment to apply Adobe Sign to (if you have multiple orgs).
- Agree to Microsoft’s Legal Terms and Privacy Statement.
- Agree to the Privacy Statement and Legal Terms for importing packages into Dynamics 365.
- Select Install.
Примечание.If a previous Adobe Sign for Dynamics package is already installed, then the package gets upgraded to the new version.
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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
- Installation of the package takes roughly 30 minutes
Upgrading the On-Premises package
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Download the current AdobeAcrobatSign_for_Dynamics_365_On-Premises_Deployer package and save it to your local system.
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Extract the downloaded file.
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Open the extracted folder and double-click on the PackageDeployer.exe file.
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On the Package Deployer tool page, select Continue.
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To connect Acrobat Sign to Microsoft:
- Select the appropriate Deployment Type (On-premise).
- Provide the authentication details to connect to the instance you want to deploy the package.
- Select Login.
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After successful authentication, on the page that appears, review the Terms of Use and then select Next.
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On the Ready to Install screen, review the information and then select Next.
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After the validation completes successfully, select Next.
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Once a confirmation message is displayed on successful deployment of the package, select Next.
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Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is upgraded.