Capturing Recipient Filled Data in Microsoft Dynamics | GetAccept Help Center

Capturing Recipient Filled Data in Microsoft Dynamics

We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Dynamics

April 23, 2026

Introduction

GetAccept offers the ability for a recipient of a document to fill in data in added text field boxes that you add to a template. You may now capture this recipient-filled data, on signing, and process it back in HubSpot exactly the way you need. As a result, it is now possible for recipients to update their own records in Microsoft Dynamics under your supervision. This feature works with both scenarios:

Setup

This setup will guide you through how to configure an Event sync profile so that your recipient filled data from the GetAccept document is populating the correct Microsoft Dynamics fields upon document signing. You may select a different GetAccept event; however, it won't be certain that the recipient fields have, in fact, been filled yet.

Building Event sync profiles for how GetAccept filled fields map to Microsoft Dynamics fields automatically.

Prerequisites

Only GetAccept Enterprise customers have access to this capability.

You need to have installed the GetAccept integration (Details here) and to connect GetAccept to Microsoft Dynamics. Steps for connecting GetAccept to MSD below.

  1. Log in to GetAccept
  2. Click Settings in the right-hand menu
  3. Select Integrations
  4. Click Connect below the option for Microsoft Dynamics
  5. Enter the domain name for your MSD environment
  6. Click Save
  7. MSD is now connected and our Event Sync feature is enabled

Create a new Event Sync profile in the GetAccept Microsoft Dynamics native Integration

  1. Go to an object (e.g., Account or Opportunity) in your MSD environment where the GetAccept integration is 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. Select the Event sync tab
  6. Click " Add new event sync profile"
  7. Configure Event sync Profile
    1. Set a name for the profile
    2. Activate the profile if it should be used right away
    3. Select the trigger conditions
    4. Select Contract
      1. Collecting Recipient filled data with a Deal Room is currently not supported.
    5. Select the " Signed by all" event
    6. Select the Dynamics entity to configure as Account, Contact, Opportunity, or Other
      1. This is where you will be sending your document from in Dynamics with GetAccept
      2. If you send contracts with GA from multiple places in Dynamics, create a separate profile for each main object
    7. Click Continue
    8. Select Dynamics object where you will update Dynamics properties with recipient filled data; in this case, we have selected Account
      1. If you need to update multiple Dynamics objects, you will complete set up for the first object and then click on " Add new sync object"
    9. Select the Dynamics property you want to update, in this case, we have selected Account Number
    10. Select " Pull data from GetAccept" as the Action
    11. Note: Selecting " Update CRM property" as the Action means that you will update the HubSpot property directly and not based on filled data in GetAccept
    12. Enter the field name (label) from your GetAccept template that will be filled with data that will be synced back to HubSpot as shown below
    13. Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to HubSpot
    14. Click Continue
    15. Click Save

Test the Event sync profile

  1. Send a GetAccept contract from a Dynamics contact, Account, or Opportunity that has an event sync profile configured
  2. Return to the Event sync profile page
  3. Select the Event sync profile configured in step 7
  4. Click test
  5. Enter the document ID sent in step 8a
    1. When you open the send document as the recipient, the document ID will be in the URL as shown in the below example in bold (e.g. https://test.getaccept.com/v/ xj5xtsv829x3/2e95dr2v8y2vek/a/aw851d736d9918e8b6421b7610883re7
  6. Validate that all fields have successfully been updated in Dynamics

Note: For steps 8b to 8f, you could also sign the contract yourself after making the send in 3a and validate manually in Dynamics if the fields were updated.