Installation of GetAccept's native integration for Microsoft Dynamics | GetAccept Help Center

Installation of GetAccept's native integration for Microsoft Dynamics

GetAccept's integration for Microsoft Dynamics allows you to send and track Contracts and Deal rooms from your Microsoft Dynamics.

October 13, 2025

Introduction
The integration between GetAccept and Microsoft Dynamics 365 is a solution package that is developed by GetAccept. It allows you to create Deal Rooms and to send documents to a recipient for electronic signing.
​
The integration is available for download in Microsoft's AppSource Marketplace here.

Existing Customers

Existing customers that have previously installed GetAccept's integration without using our listing on the Microsoft AppSource Marketplace (Shared zip file) are strongly recommended to install in a sandbox environment first. You may keep the previous integration while validating the new integration works as expected. Migration steps are detailed below.

Prerequisites & Recommendations

The GetAccept integration only supports Microsoft Dynamics 8.2 and higher

How to Install

Video of the installation process after downloading GetAccept from the Microsoft App Source marketplace. Full installation details below the video.

Installation of GetAccept's native integration for Microsoft Dynamics - YouTube

Tap to unmute

Installation of GetAccept's native integration for Microsoft Dynamics

To install and configure the integration. Please follow the instructions below.

Note: You have to be an administrator in Microsoft Dynamics to be able to install the integration.

  1. Go to the Microsoft AppSource Marketplace page for the GetAccept integration found here

 

  1. Note: You can access the GetAccept integration from PowerApps by selecting Solutions, followed by selecting Open AppSource, and searching for GetAccept

  2. Click "Get it now"

  3. Confirm your details

  4. You will be redirected and asked to select the environment where you would like to install the Solution

  5. Click Install

  6. From Power Apps, select Tables from the left hand menu

  7. We will be selecting where the integration will be enabled. In this example we will set up the integration to work from the Account object. You are able to enable the integration from the object you prefer.

  8. Select Forms from the Computer Experience menu

  9. Select Accounts from the list

  10. Add GetAccept to the Accounts page

  11. In the Components section, select to add a 1-column tab

  12. Name the new column GetAccept

  13. Click the GetAccept Tab

  14. Click Components

  15. Select view/show

  16. Click web resource and write ga_ to view GetAccept component

  17. Go to an Account in your MSD environment

  18. Open the GetAccept tab and log in to the integration with your GetAccept credentials

 

  1. Note: You need to be an admin in GA

  2. Click the menu in the top right of the integration

  3. Select Settings

  4. In the General tab, click Create new settings

  5. Each row will be created as a setting

  6. In the future, if new settings are added, you would click on Create new settings again to add those settings

  7. If you have installed the integration outside of the AppSource Marketplace, skip this step and refer to the migration steps for settings below

  8. Click Back to return to integration home screen

  9. Send a test Deal Room or Contract

  10. Log in to GetAccept

  11. Steps 23-25 are only for Enterprise customers

  12. Enables our Event Sync capability where events in GetAccept may automatically update MSD, this includes capturing recipient filled data and populating fields in MSD

  13. Click Settings in the right hand menu

  14. Select Integrations

  15. Click Connect below the option for Microsoft Dynamics

  16. Enter the domain name for your MSD environment

  17. Click Save

  18. MSD is now connected and our Event Sync feature is enabled

Migration of settings for existing customers

For customers that have previously installed the GetAccept integration for Microsoft Dynamics outside of the AppSource Marketplace, you will need to migrate your old settings to work with the new integration.

  1. Go to an Account, or other MSD object, with the GetAccept integration enabled

  2. Open the GetAccept tab and log in to the integration with your GetAccept credentials

  3. Note: You need to be an admin in GA

  4. Click the menu in the top right of the integration

  5. Select Settings

  6. In the General tab, click Create new settings

  7. Each row will be created as a setting

  8. In the future, if new settings are added, you would click on Reset new settings to add those settings

  9. In the General tab, click Migrate old settings

  10. Click Back to return to integration home screen

  11. Send a test Deal Room or Contract

Note: We’ve aimed to support all migration cases, but it’s possible that we have missed some scenarios. If that’s the case, an admin will receive an error message of what migration issue was found. If there are issues with the migration, you may have to slightly reconfigure the migrated settings, or worst case, manually create a new setting. Reach out to our support team if required during the migration steps.