{"id":11834,"date":"2026-07-10T13:02:42","date_gmt":"2026-07-10T11:02:42","guid":{"rendered":"https:\/\/www.revertis.com\/?p=11834"},"modified":"2026-10-30T13:28:34","modified_gmt":"2026-10-30T12:28:34","slug":"electronic-signature-integration-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.revertis.com\/en\/electronic-signature-integration-dynamics-365","title":{"rendered":"Electronic signature integration in Dynamics 365"},"content":{"rendered":"\n

Digital transformation is no longer just about digitising documents. Organisations that want to improve the experience of their customers, partners or collaborators need platforms that can centralise information, automate processes and guarantee the security and legal validity of every interaction.<\/p>\n\n\n\n

\"Electronic<\/figure>\n\n\n\n

Along these lines, at Revertis we have developed the integration with VidSigner<\/strong> within an innovative Customer Portal<\/a><\/strong>, designed for a leading company in asset management and customer relationships. The project aims to offer a complete digital experience where users can consult documentation, handle procedures and formalise agreements quickly, securely and fully online. The solution is integrated with Microsoft Dynamics 365 Sales<\/a><\/strong>, SharePoint Online<\/a><\/strong> and Microsoft Entra ID<\/strong>, enabling unified, centralised management of all corporate information.<\/p>\n\n\n\n

The challenge: simplifying complex document processes<\/h2>\n\n\n\n

Many organisations still manage contracts, annexes and contractual documentation through manual processes that involve multiple email exchanges, document downloads and manual status tracking.<\/p>\n\n\n\n

These procedures cause delays, increase the risk of errors and make it harder to trace information.<\/p>\n\n\n\n

\"Paper-based<\/figure>\n\n\n\n

The project developed by Revertis addresses these challenges with a self-service portal that gives each user access to all their documentation from a single digital environment connected directly to the company’s management systems. The portal is directly integrated with the CRM and the corporate document repository, providing a single, up-to-date view of all relevant information.<\/p>\n\n\n\n

VidSigner integration: fully integrated electronic signature<\/h2>\n\n\n\n

One of the most important milestones of the project is the addition of VidSigner<\/strong> as the electronic signature platform. In this case, VidSigner was the tool chosen by the end customer. Revertis can also work with other alternative solutions preferred by the customer.<\/p>\n\n\n\n

VidSigner is an electronic signature solution that combines cryptographic mechanisms and biometrics to provide signing processes with full legal validity and compliance with the eIDAS regulation. It also offers APIs that make it easy to integrate into corporate applications and document management platforms.<\/p>\n\n\n\n

The integration developed by Revertis allows documents generated from the portal to be sent automatically for electronic signature without leaving the platform.<\/p>\n\n\n\n

The whole process is transparent for the user:<\/p>\n\n\n\n