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Microsoft Dynamics Partner Roundup: E-Signatures for Document Management; CRM Forecast Management; WMS for GP; CRM Network Performance

by Linda Rosencrance
Contributing Writer, MSDW

In this week's Microsoft Dynamics partner news roundup:

  • Xpertdoc, e-SignLive Support Latest Version of Dynamics CRM;
  • Armanino Rolls Out Forecast Management Solution for Dynamics CRM;
  • Panatrack Rolls Out Enhanced WMS Features for Dynamics GP
  • ThousandEyes Joins to Deliver Network Performance Management for Microsoft Dynamics CRM to Joint Customers

Xpertdoc, e-SignLive Support Latest Version of Dynamics CRM

Microsoft partner Xpertdoc and e-SignLive by Silanis have announced an integrated solution that supports Microsoft Dynamics CRM 2015 and Dynamics CRM Online.

The joint solution automates the entire document transaction lifecycle - from document generation to e-signature - directly from Dynamics CRM, according to officials of the two companies. Xpertdoc chose to integrate e-SignLive e-signatures into its Dynamics CRM Connector because the solution enhances the security of e-signed transactions.

The integrated solution lets Dynamics CRM 2015 and Dynamics CRM Online users easily merge CRM data with any type of document at the click of a button, then seamlessly send it for signature via e-SignLive, officials said.

Once the transaction is complete, the e-signed document is stored securely in Dynamics CRM with a complete audit trail of who signed, when and in what order. This approach maintains vendor independence without having to rely on the vendor's service, according to officials.

Armanino Rolls Out Forecast Management Solution for Dynamics CRM

Armanino LLP, an accounting and business consulting firm, has released a Forecast Management solution for Microsoft Dynamics CRM that is also compatible with all CRM solutions.

The sales forecast management tool lets sales and ...

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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.