Try Dynamics 365 Marketing's integration with DocHub to save time and effort

Enhance your workflows with Dynamics 365 Marketing's integration with DocHub
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Connect DocHub

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 with the Dynamics 365 Marketing integration with DocHub

Are you getting stressed out each time you need to manually pull up or bring together documents located around different locations? We have something that will make process significantly easier for you. By using the Dynamics 365 Marketing integration with DocHub, you can edit, annotate, and eSign files and move them between DocHub and Dynamics 365 Marketing with a few mouse clicks. The best part is that you don’t need to install any software.

Follow these simple steps to start with the Dynamics 365 Marketing integration with DocHub:

  1. Log in to your existing account or register one.
  2. Navigate to Settings and take care of the admin part of your account: create organization, add marketing assets, customize privacy settings, etc.
  3. Head back to your Dashboard and click New Document.
  4. In your Dashboard, select Dynamics 365 Marketing from the importing options to launch the Dynamics 365 Marketing integration with DocHub.
  5. Select the document you want to transfer, open it in the editor, and fill it out.
  6. Select Export from the document menu and choose the Dynamics 365 Marketing integration with DocHub to save the completed document in Dynamics 365 Marketing.
  7. Go ahead and try other integrations available by DocHub.

Ease of use, powerful editing and signing features, and versatility of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your forms and streamline their routing between different programs. Try the Dynamics 365 Marketing integration with DocHub now and eliminate 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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When running Dynamics 365 Marketing's integration with DocHub, we ensure that your interactions with documents are protected end to end, which prevents unauthorized third parties from accessing your data. Also, DocHub is CCPA, GDPR, PCI DSS, and HIPPA compliant, making it a go-to document management solution for companies across different industries.
Dynamics 365 Marketing's integration with DocHub enables users to get more value from each solution. By connecting Dynamics 365 Marketing with our solution, you no longer need to switch between them or manually transfer files back and forth. It will make your document-based processes more streamlined and less time-consuming.
No, there's no need to contact Dynamics 365 Marketing representatives to set up your Dynamics 365 Marketing's integration with DocHub. 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. You just need to enable this option right after working with the document. Click on the menu icon in the top right corner, select Export, tick Audit trail → choose Export.
Sure. After you select to transfer the file via Dynamics 365 Marketing's integration with DocHub, you can sign out from the Dynamics 365 Marketing account through which you had previously connected.