# 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
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| 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](https://appsource.microsoft.com/en-ca/product/dynamics-365/getacceptinc1671536150019.getaccept_dynamics_360?tab=DetailsAndSupport). |
## 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](https://appsource.microsoft.com/en-ca/product/dynamics-365/getacceptinc1671536150019.getaccept_dynamics_360?tab=DetailsAndSupport). Full installation details below the video.
Installation of GetAccept's native integration for Microsoft Dynamics - YouTube
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[Installation of GetAccept's native integration for Microsoft Dynamics](https://www.youtube.com/watch?v=ZTp7kpRnDnU)
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.
01. Go to the Microsoft AppSource Marketplace page for the GetAccept integration found [here](https://appsource.microsoft.com/en-ca/product/dynamics-365/getacceptinc1671536150019.getaccept_dynamics_360?tab=DetailsAndSupport)
1. Note: You can access the GetAccept integration from PowerApps by selecting Solutions, followed by selecting Open AppSource, and searching for GetAccept
02. Click "Get it now"
03. Confirm your details
04. You will be redirected and asked to select the environment where you would like to install the Solution
05. Click Install
06. From Power Apps, select **Tables** from the left hand menu
1. 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.
07. Select **Forms** from the Computer Experience menu
08. Select **Accounts** from the list
09. Add GetAccept to the Accounts page
10. In the Components section, select to add a 1-column tab
11. Name the new column GetAccept
12. Click the GetAccept Tab
13. Click Components
14. Select view/show
15. Click web resource and write `ga_` to view GetAccept component
16. Go to an Account in your MSD environment
17. Open the GetAccept tab and log in to the integration with your GetAccept credentials
1. Note: You need to be an admin in GA
18. Click the menu in the top right of the integration
19. Select Settings
20. In the General tab, click **Create new settings**
1. Each row will be created as a setting
2. In the future, if new settings are added, you would click on **Create new settings** again to add those settings
3. If you have installed the integration outside of the AppSource Marketplace, skip this step and refer to the migration steps for settings below
21. Click **Back** to return to integration home screen
22. Send a test Deal Room or Contract
23. Log in to GetAccept
1. Steps 23-25 are only for Enterprise customers
2. Enables our Event Sync capability where events in GetAccept may automatically update MSD, this includes capturing recipient filled data and populating fields in MSD
24. Click Settings in the right hand menu
25. Select Integrations
26. Click **Connect** below the option for Microsoft Dynamics
27. Enter the domain name for your MSD environment
28. Click Save
29. 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
1. Note: You need to be an admin in GA
3. Click the menu in the top right of the integration
4. Select Settings
5. In the General tab, click **Create new settings**
1. Each row will be created as a setting
2. In the future, if new settings are added, you would click on **Reset new settings** to add those settings
6. In the General tab, click **Migrate old settings**
7. Click **Back** to return to integration home screen
8. 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.