Track All Changes with a PDF in Dynamics 365

The best document management 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.

Track All Changes with a PDF

Have you ever needed to go back to the previous versions of your contract and check its changes in your Dynamics 365 account?

Using DaDaDocs, you can easily check all versions of either a PDF or Word document right in your Dynamics 365 account. So, if you see that the first version was better, you can easily go back and save it. DaDaDocs ‘Versions’ tool keeps track of the changes you make after each document editing session. Here’s how it works.

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

Type anything or make some other changes according to your needs. For example, type an e-mail address:

DaDaDocs for integration with Dynamics 365

After that push the Done button at the right top side of the interface. You may have noticed that anytime you have hit Done after editing a document in the DaDaDocs editor, a window pops open telling you that a version of your document has been saved along with the date and time.

Integrate DaDaDocs with Dynamics 365

When you open the Versions tool, you’ll notice a list of versions labeled with the date and time that you made specific changes to the document.

DaDaDocs Dynamics 365 integration

When you click on one of the dates and times, you will see an orange button appear that says Restore this Version. Clicking on the button will reinstate the version of the document you have selected. Keep in mind that even if you reinstate an older version of the document, all the versions will continue to be stored in the list. To return to the current version, you can simply close the Versions tool.

DaDaDocs integrates with Dynamics 365

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
Download
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