Make better use of your time by connecting your document workflows with Dynamics 365 Customer Service

Connect your document workflows with Dynamics 365 Customer Service to improve your productivity. Cut down on manual processes and milestones in your tasks faster.
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Connect DocHub

Connect DocHub to Dynamics 365 Customer Service

Easily connect DocHub to Dynamics 365 Customer Service and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit PDFs

Edit and annotate PDFs

Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.

Sign eSignatures

Sign and collect eSignatures

Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.

Build PDF forms

Build PDF forms and templates

Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave Dynamics 365 Customer Service.

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Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

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Note: The DocHub integration with Dynamics 365 Customer Service is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.
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How to get started and Connect your document workflows with Dynamics 365 Customer Service

Are you getting stressed out each time you need to manually pull up or bring together paperwork located around different locations? We have something that will make process much easier for you. By using DocHub, you can edit, annotate, and eSign documents and Connect your document workflows with Dynamics 365 Customer Service with a few mouse clicks. The best thing is that you don’t need to install any software.

Follow these simple steps to Connect your document workflows with Dynamics 365 Customer Service:

  1. Sign in to your existing account or create one.
  2. Head to Settings and take care of the admin side of your workspace: create organization, import branding, customize privacy settings, etc.
  3. Go back to your Dashboard and click New Document.
  4. In your Dashboard, select Dynamics 365 Customer Service from the importing options to enable the Dynamics 365 Customer Service integration with DocHub.
  5. Pick the document you want to transfer, open it in the editor, and fill it out.
  6. Select Export from the document menu and select the Dynamics 365 Customer Service integration with DocHub to store the completed form in Dynamics 365 Customer Service.
  7. Go ahead and try other integrations available within DocHub.

Intuitiveness, powerful editing and signing features, and versatility of integration options help DocHub stay ahead of the curve. Use our solution to enhance the quality of your forms and automate their routing between different apps. Use DocHub to Connect your document workflows with Dynamics 365 Customer Service and and get rid of the manual and inefficient operations in your workflows!

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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We want to provide users with as much flexibility as possible. That's why apart from the possibility to Connect your document workflows with Dynamics 365 Customer Service, we offer plenty of other integrations to help you improve and streamline your document-based processes. For example, you can seamlessly connect our solution with Box, Dropbox, OneDrive, etc. Also, you can take advantage of deep integrations with various Google products.
No, you don't need to pay additionally to Connect your document workflows with Dynamics 365 Customer Service. Your plan already includes integrations. Please visit this page to learn more about other features and tools included in your plan.
DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for the Dynamics 365 Customer Service's integration with DocHub and the Dynamics 365 Customer Service also supports it, the files will come through without any issues.
The option to Connect your document workflows with Dynamics 365 Customer Service comes under both Free and PRO plans. However, if you'd like to test DocHub's advanced features, you're more than welcome to sign up for a 30-day free trial.
Sure. After you select to Connect your document workflows with Dynamics 365 Customer Service, you can sign out from the Dynamics 365 Customer Service account you previously connected to and, thus, disable the integration.