Add Arrows in a PDF Document Online 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.

Add Arrows In a PDF Document Online

Have you ever needed to draw arrows in a sales contract or invoice stored in your Dynamics 365 account?

With DaDaDocs you can draw anything in PDF or Word documents stored in your Dynamics 365 account.

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 you would like to edit and press Edit Document.

DaDaDocs for Dynamics 365

Click the Arrow button in the Tools tab to get an arrow.

The arrow toolbar will appear under the editing tools. Select the arrow you need, then click anywhere to create the start point and drag to where you want to create the end point, release the mouse button and click OK.

DaDaDocs for integration with Dynamics 365

To change the arrow’s color, click on the black square and choose the color from the drop-down. Use the slider to change the arrow’s thickness. To reverse an arrow, select it and click the icon of the arrow with the opposite direction. To convert a simple arrow into a two-headed arrow, select the simple arrow and click the icon of the two-headed arrow. To change position of the start or end point, just drag it.

Integrate DaDaDocs with Dynamics 365

To delete an arrow, select it and click the trash can icon.

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

DaDaDocs Dynamics 365 integration

To delete a redaction, select it and click the trash can icon.

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 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
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PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
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