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

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

Easily connect DocHub to Dynamics 365 Marketing 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 Marketing.

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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 Marketing 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 Marketing

Are you getting stressed out each time you need to manually pull up or put together documents located around various locations? We have something that will make process significantly easier for you. With DocHub, you can edit, annotate, and eSign files and Connect your document workflows with Dynamics 365 Marketing in mere seconds. 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 Marketing:

  1. Sign in to your existing account or create one.
  2. Go to Settings and take care of the admin part of your workspace: create organization, import marketing assets, customize data security settings, etc.
  3. Head back to your Dashboard and click New Document.
  4. From your Dashboard, select Dynamics 365 Marketing from the importing options to launch the Dynamics 365 Marketing integration with DocHub.
  5. Select the file you want to transfer, open it in the editor, and fill it out.
  6. Choose Export from the document menu and choose the Dynamics 365 Marketing integration with DocHub to store the completed document in Dynamics 365 Marketing.
  7. Go ahead and try other integrations available within DocHub.

Intuitiveness, powerful editing and signing capabilities, and abundance of integration options help DocHub stay ahead of the curve. Use our solution to improve the quality of your forms and streamline their routing between different apps. Use DocHub to Connect your document workflows with Dynamics 365 Marketing and and get rid of the manual and inefficient processes 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 Marketing, 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 Marketing. 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 Marketing's integration with DocHub and the Dynamics 365 Marketing also supports it, the files will come through without any issues.
No, there's absolutely no need to contact the Dynamics 365 Marketing representatives to Connect your document workflows with Dynamics 365 Marketing. You can do it by yourself from the convenience of your Dashboard or document. Please visit this page to learn more about getting started with integrations.
Sure. After you select to Connect your document workflows with Dynamics 365 Marketing, you can sign out from the Dynamics 365 Marketing account you previously connected to and, thus, disable the integration.