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Dear Joe CRM, I’ve been hearing a lot about the integration between Dynamics 365 and AssureSign. I love the concept of digital signatures on documents that can easily be stored in our CRM. Here’s the catch. Our company does business world-wide. Will AssureSign work, and be legally binding, in multiple countries?

AssureSign work

Sincerely,
Still Signing in Singapore

Dear Still Signing,

Great question! Here at PowerObjects we use AssureSign for all our e-signing needs. We use it for everything from sending change requests internally to sending service agreements to our customers. Since we are a little bit obsessed with CRM, we really love its integration with Dynamics 365, because it allows us to grab data from CRM and pop it right into AssureSign documents. Kind of like a magic genie for CRM! Then on the flip side, signers are able to enter information directly onto the form that can be pushed back into CRM. Pretty slick feature, huh?

But I digress, the AssureSign solution does work in every country, which is great news! All it takes is a little work on the back end. AssureSign’s support team will enable the ability to modify legal terms to match that country’s e-signature regulation policy. While the awesome support staff at AssureSign is awesome at helping you get everything ready to rock, it’s a good idea to familiarize yourself with a few guidelines for your region. Here are a few quick hits:

  • In the US: You can get an introduction to the underpinnings of all of these laws by looking at UNCITRAL Model Law on Electronic Contracts of 1996, and the UNCITRAL Model Law on Electronic Signatures of 2001.
    • For customers located outside the US, AssureSign provides access to settings to modify the legal statements in order to inform signers of the laws applying to the process for them.
  • In the UK: Review the Electronic Communications Act 2000 [UK], Directive 1999/93/EC of the European Parliament and of the Council of 13 December 1999, and Directive 2000/31/EC of the European Parliament and of the Council of 8 June 2000.
  • For the EU: Generally, look at EIDAS, adopted 2014.
  • For Canada: Review the Uniform Electronic Commerce Act (UECA) of 1999.
  • For Mexico: Review the E-Commerca Act of 2000.

AssureSign signed documents are acceptable as valid signatures under these referenced rules and for the document types not explicitly unsupported per these rules. It probably goes without saying, but it’s a good idea to make sure your documents receive a full legal review to make sure they are binding. Joe CRM is all about security!

To learn more about the international capabilities of AssureSign and Dynamics 365, join us for a webinar on February 22 to see how PowerObjects enabled their sales team to spend less time sending, and more time selling by implementing AssureSign’s Electronic Signature Software. In this webinar you’ll learn how PowerObjects uses AssureSign within Dynamics 365 to improve the customer experience to sign any document, from anywhere, and on any device. Get a little preview of the webinar by checking out this video here and remember to register today!

Happy CRM’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.