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DaDaDocs for Dynamics 365 - DocHub

DaDaDocs for Dynamics 365 - DocHub 2025

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The document is a comprehensive guide for using DaDaDocs integration with Dynamics 365, detailing features such as editing, annotating, signing PDF documents, and creating fillable forms. It covers compatible Dynamics 365 versions, provides step-by-step instructions for various tools like the mini toolbar, hyperlink tool, and signature options, and explains how to manage documents including saving, versioning, and integrating with SharePoint. The guide aims to enhance document management efficiency within Dynamics 365.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out DaDaDocs for Dynamics 365 - DocHub

Ease of Setup

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Ease of Use

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Log in to your Dynamics 365 account and select 'Sales' from My apps.
Click on 'Opportunities' and select the opportunity you need.
Open the DaDaDocs menu and click 'Select document for operation'. Choose the document you wish to edit and press 'Edit Document'.
Utilize the mini toolbar that appears above any content you add. You can add text, checkmarks, images, and more by selecting the respective icons.
To create fillable fields, open the 'Add Fillable Fields' tab on the right. Drag and drop your desired field type into the document, resizing as necessary.
Mark any required fields by checking the box next to them. A red asterisk will indicate that these fields must be filled before submission.
Once all fields are completed, click 'Done' in the top right corner, then select 'Save' to finalize your document.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I sign my DaDaDocs for Dynamics 365 - DocHub on a mobile?

Sure, you’ll find numerous apps for this on the web. However, if you need to eSign your DaDaDocs for Dynamics 365 - DocHub without installing extra software, DocHub is the optimum choice you can make. This robust editor works on mobile devices just like on desktops. Open our editor in your preferred internet browser, register or log in to your account, and start managing your paperwork.

Can I sign my DaDaDocs for Dynamics 365 - DocHub while I edit it?

When you edit your DaDaDocs for Dynamics 365 - DocHub with DocHub, you simply will not need to look for other applications or solutions to eSign it. An electronic signature is a component of DocHub’s extensive editing toolset, which allows you to implement changes in your form without jumping between websites. Simply complete your form, double-check the correctness of the information and place your electronic signature at the end to make it submission-ready within a few minutes.