Integrator Prerequisites
- 14 Oct 2024
- 1 Minute to read
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Integrator Prerequisites
- Updated on 14 Oct 2024
- 1 Minute to read
- DarkLight
- PDF
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OneSpan Sign also has an out-of-the-box Integration Platform that allows you to use a single solution to connect eSignatures to your favorite business applications in an easy, secure, and cost-efficient way. For more information, see OneSpan Sign With MS Dynamics.
All entities for OneSpan Sign Embedded Integration for CRM v2.1 can be modified using the OneSpan Sign Embedded Integration for CRM API.
That API can be accessed through the organization service "http://{dynamics url}/{organization}/organization.svc".
Integrators can use the API to perform the following operations:
Create, update, and delete Convention records
Create, update, and delete new Signer Label records
Create, update, and delete new Text Tag records
Associate Conventions to Templates
Associate Conventions to Transactions
Associate Signer Labels to Signers within a Transaction or Template
Create, update, and delete Field Mapping records
Enable or disable auto-prepare settings for a Transaction or a Template
Enable or disable insert settings for a Transaction or a Template
Activate or deactivate Conventions
For more information, see the Microsoft Dynamics CRM API website.
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