Built natively for Microsoft Dynamics 365

Your entire signing process. Directly inside Dynamics 365.

Send documents, track statuses, and receive signed files back into your CRM — without leaving your daily workflow.

Lightweight install
Native Dataverse
Microsoft Dynamics 365 — Contact: Daniel Cohen
Daniel Cohen
VP Operations · Acme Ltd
Document
Channel
Status
Service Agreement Q3.pdf
Email + SMS
Signed
NDA — Project Aurora.pdf
SMS
Opened
Renewal Order #1042.pdf
Email
Pending
Onboarding Form.pdf
Email
Signed
Sent
1,284
Signed
1,067
Avg. time
2h 14m
Document signed
Daniel Cohen · Service Agreement Q3
Signature requested
Order #1042
Sent
2 of 3 steps complete
Before vs After

From scattered documents to one centralized process

Before Aurora

Operational chaos

  • Documents sent manually by email
  • Files scattered across systems
  • Manual tracking and follow-ups
  • No visibility into signing status
  • CRM disconnected from signed docs
  • Users juggle multiple platforms
After Aurora

One seamless workflow

  • Everything happens inside Dynamics 365
  • Centralized dashboards & status
  • One-click document sending
  • Real-time tracking & alerts
  • Signed files auto-returned to CRM
  • Automated, business-driven workflows
Live in Dynamics 365
How it works

Simple. Fast. Automated.

Four steps. Zero context-switching.

Step 1

Generate

Document created directly inside Dynamics 365 from dynamic templates.

Step 2

Send

Deliver via SMS, Email, or both — with automatic reminders.

Step 3

Sign

Customers sign effortlessly from desktop or mobile, with OTP.

Step 4

Sync

Signed document automatically returns into the CRM record.

Product tour

See Aurora eSign in action

Watch how users send documents directly from Dynamics 365, customers sign from any device, and signed files automatically return into the CRM.

Aurora eSign — Inside Dynamics 3652:14
Core capabilities

Everything you need. Nothing you don't.

CRM-native signing

  • Send directly from Dynamics 365
  • Full Dataverse integration
  • Signed docs auto-attached to records
  • Dedicated signing app inside CRM

Workflow automation

  • Power Automate integration
  • Dynamic Word templates
  • Automatic reminders
  • Business-driven flows

Visibility & control

  • Real-time dashboards
  • Status & business graphs
  • Opened / signed alerts
  • Centralized monitoring

Customer experience

  • SMS + Email delivery
  • Centralized signing links
  • Mobile-first signing
  • OTP / 2FA verification
Why Aurora eSign

The signing platform Dynamics always needed

Native Dynamics 365 experience

Not a bolt-on. Aurora lives inside the CRM your team already uses.

All information stays inside CRM

Every document, every status, every signature — connected to the record.

Lightweight & fast to implement

Days, not months. No external signing system to operate.

Fits your existing processes

Flexible workflows that map to how your business already works.

Modern mobile-first signing

Customers sign from anywhere — desktop, tablet, or phone.

Purpose-built for Dynamics

Designed from day one for Microsoft Dynamics organizations.

Dashboards

Real-time visibility & control

See every pending, signed, opened, and expired request at a glance. Track reminders, KPIs, and business graphs — all without leaving Dynamics 365.

  • Pending & signed counts
  • Opened & expired tracking
  • Reminder timelines
  • KPI widgets & charts
Signature Operations
Live
Pending
128
+12%
Signed
1,067
+8%
Opened
342
+24%
Expired
14
-3%
Signatures over timeLast 30 days
Status breakdown
Signed72%
Pending18%
Opened8%
Expired2%
Mobile experience

Sign from anywhere

A modern, secure signing experience your customers will actually enjoy.

  • SMS signing links
  • OTP verification
  • Mobile-first design
  • Multi-doc portal
Aurora eSign
Document waiting for your signature
Service Agreement Q3
Acme Ltd · 4 pages
OTP verification
3
9
4
7
New signing request
From Acme Ltd · just now
AI-ready platform

Designed for the future of work

A modern foundation for AI-powered automation, smart document workflows, process optimization, and advanced operational insights — when you're ready.

Doc intake
Smart routing
Insights
Technology

Built for Microsoft Dynamics 365

Microsoft Dynamics 365
Dataverse
Power Automate
Microsoft Azure
OTP Verification
Secure APIs
Trusted by

Organizations already working with Aurora eSign

Reichman University
Hebrew University
Zchuti

Turn Dynamics 365 into your digital signing platform

Centralize document workflows, reduce manual processes, and create a seamless signing experience — directly inside your CRM.