开发 Dousign - D365 销售界面

Question

I am developing an interface between Docusign and D365 Sales, the idea is that when a certain type of contact is registered, the system automatically sends the signature documents through Docusign. The development is in C# and I need help to know what type of authentication I should use and where to find example code to obtain the token first and send documents later. I would appreciate any help you can give me in this regard.

Answer 1

First, I Would suggest you consider using the out-of-the-box integration, which will save you the need to develop anything. You can find it https://www.docusign.com/solutions/microsoft/dynamics-365-CRM

Second, in terms of authentication, you need to decide who your customers are, do they have DocuSign accounts, can they log in? otherwise you need to use JWT.

C# code for both JWT and Auth Code Grant can be downloaded usingquickstart , which also configures the developer account for you automatically.