Article

Microsoft Dynamics Partner Roundup: E-Signatures for CRM; Constituent management win; New AX healthcare solution; Sales and use tax for SMBs

by Linda Rosencrance
Contributing Writer, MSDW

In this week's Microsoft Dynamics partner news roundup:

  • Enhanced Electronic Signature Solution for Dynamics CRM;
  • United Way of Greater Cleveland Selects StratusLIVE;
  • Mazik Global, Blue Horseshoe Launch MazikCare
  • Vertex SMB Announces Partnership with Wipfli LLP

AssureSign Rolls Out v2.0 of  Electronic Signature Solution for Dynamics CRM

AssureSign LLC, a provider of electronic signature technology, has released an upgraded electronic signature application for Microsoft Dynamics CRM that is compatible with Microsoft Dynamics CRM 2013, and CRM 2011 - online and on-premise.

The latest release of AssureSign for Dynamics CRM, version 2.0, enables documents to be triggered automatically based on CRM workflow events, eliminating the need for human interaction to manually initiate, company officials said.

The integrated solution can be installed on any CRM entity, including custom entities, and can map data from one or more entities to create documents then populate CRM fields with data collected during the signing process. The entire signing process, including document progress, can be managed from within CRM and includes dashboard views of all transactions, according to officials.

United Way of Greater Cleveland Selects StratusLIVE Constituent Relationship Management Software

United Way of Greater Cleveland will deploy StratusLIVE's cloud-based fundraising CRM solution to enhance donor relationships, strengthen fundraising, and increase community outreach. The solution aims to offer the organization improved business intelligence and personalized interactions, according to company officials.

"Our previous software did not support critical constituent relationship management initiatives. It also lacked efficient workflow process automation around activities management because applicable transaction, communication, and activity records are not centralized to the contact record," said Mark Hogan, VP of Information Technology for ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access
Accounting BI and Reporting Commerce Dynamics AX Dynamics CRM Dynamics GP E-Commerce Electronic Signatures Fundraising Healthcare KPIs Not For Profit Retail Tax Management
About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

More about Linda Rosencrance