Turn Any Document into a Fillable Form in Dynamics 365

The best document editing solution for Dynamics 365
DaDaDocs Dynamics integration
The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.

Turn Any Document into a Fillable Form

Have you ever needed to turn a sales contract or invoice stored in your Dynamics 365 account into an interactive fillable form?

With DaDaDocs you can easily transform your Word or PDF documents stored in Dynamics 365 account into interactive form that would allow adding extra information. The times when one had to compile the document from square one based on the possibly available sample are now in the past.

DaDaDocs can simplify the document management for accountants, consultants, customer relationship managers and all salespeople organizing their workflow via Dynamics 365.

To get started, click on Sales and select a required entity, for example, Opportunities.

DaDaDocs integration with Dynamics 365

Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account

Choose the document where you would like to add fillable fields and press Edit Document.

DaDaDocs for Dynamics 365

To create fillable fields for various types of data including text, numbers, signatures, dates, photos, dropdown menu, initials, and formulas click on Add Fillable Fields tab on the right.

DaDaDocs for integration with Dynamics 365

Depending on the type of the fillable field required, click the corresponding icon. The procedure for adding fields is the same for all field types. Drag and drop the selected field anywhere on the document. Resize the field by dragging its corners or edges. Use the text formatting tools to preset the field’s text format including the font, size, color and alignment of text.

Integrate DaDaDocs with Dynamics 365

To delete a fillable field, click on the trash can icon above it. You can customize any fillable field. Click Advanced in the right pane and select the options you need.

DaDaDocs Dynamics 365 integration

Make sure important information isn't accidently skipped by adding required fields to the documents. Check this box on the right panel:

DaDaDocs integrates with Dynamics 365

The Database Field Name is a very useful feature if you create a form with the purpose of gathering information from other people. It makes it easier to export data from the completed forms to a spreadsheet or other Dynamics document for further processing. If necessary, you can also define the order for filing fillable fields. Click Order tab on the right

DaDaDocs integrates with Dynamics 365 account

and make all the required changes.

DaDaDocs + Dynamics 365 integration

As soon as you’ve added fillable fields, click the orange Save button to return to the editor.

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Dynamics 365 Guidebook
PDFfiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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