Electronic signatures in Dynamics 365 customer processes
A webinar examines Signicat Sign and Dynamics 365 in customer processes that require an electronic signature.
A webinar examines Signicat Sign and Dynamics 365 in customer processes that require an electronic signature.
The webinar examines electronic signatures through Signicat Sign and Dynamics 365. It connects the signing step with the wider customer process.
The presentation provides a recorded example of how electronic signing can form part of a business workflow. The focus is the relationship between the customer interaction and the systems supporting it.
The recording reflects the products and integration options at the time. Current functionality and requirements should be verified before using the example as implementation guidance.
Ask a question or share what helped you.
Learning path: knowledge sharing and reliable handovers
CourseTurn experience into guidance colleagues can use, and transfer responsibility with clear decisions and open actions.
Learning path: Customer service – practice and leadership
CourseBuild a service practice with clear case ownership, useful responses, realistic customer promises and learning from recurring problems.
Use case data to improve customer service
CourseFind recurring friction and test improvements without managing the team by misleading isolated metrics.
Escalation without losing the customer between teams
CourseHand over difficult cases with the right context while keeping customer communication under control.
June 2, 2026 • Konferanse — DynUG brought the Dynamics 365, Power Platform and Fabric communities together in Oslo.
October 21, 2025 • Webinar — Trond Jarnes of Jets Vacuum told Stine Sletvold and Frode Stenstrøm how AI in Dynamics 365 Sales now automates quote lines.
April 2, 2025 • Webinar — Ane Tronsaune showed Frode Stenstrøm how to automate a Dynamics 365 discount approval with Power Automate, Teams and AI Builder.
June 5, 2024 • Webinar — Trond Gudbrandsen and Tor Kristoffersen joined Frode Stenstrøm to weigh the strengths and limits of NPS as a customer satisfaction measure.
Customer Service | Customer story
OBOS Member Services brought its work together in one shared system and involved employees from day one. The result: a better overview, faster customer service and smarter use of time and resources.
Marketing | Customer story
Customer Service | Customer story
Kristiania has digitised 16,000 student journeys – from recruitment and application to student life and alumni – in a customised CRM system that lets the school collaborate across former silos, driven by data.
GC Rieber Eiendom is streamlining its rental processes for 500 tenants with a new tenant portal, and is now taking the next step: integrating the access control system to cut processing times and manual work.
Automation | Article
The data agent gained a larger role in analytics
OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.
Customer Service | Article
Service Agent gained tools for staffing decisions
WEM MCP tools enabled time-off requests, shift swaps and shift bids in Service Agent. Administrators could enable each tool for a role, team or pilot group.
Automation | Article
Copilot gained more context from Power BI
Power BI reports and semantic models became grounding in Copilot Chat and Cowork. Shared chats, synced notebooks and Planner status connected analysis with collaboration.
Automation | Article
Microsoft moved to a continuously updated roadmap
Microsoft replaced twice-yearly release waves with continuous roadmap publication. Customer processes needed to track status from development through rollout to launch.
Copilot Notebooks and Cowork gained more ways to share project context. Agent metrics and cost controls expanded in the admin centre.
Sales and Service Agent became generally available in Microsoft 365 Copilot. Dynamics described MCP actions across sales, service, field work and projects.
Share a question or reflection.
Be the first to contribute.
