Extend Electronic Signatures Functionality for New Employees in Dynamics 365 Finance

Extend Electronic Signatures Functionality

Question

You are a systems administrator at a company that has implemented Dynamics 365 Finance.

New employees are starting at the company.

You need to extend the electronic signatures functionality to them.

Which two actions should you perform? Each answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

CD.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/tasks/set-up-electronic-signatures

Sure, I'd be happy to explain!

To extend the electronic signatures functionality to new employees in Dynamics 365 Finance, you should perform the following two actions:

  1. Specify the user's email address: Electronic signatures require a user's email address to be set up so that documents can be sent to them for signature. You will need to specify the email address of each new employee so that they can participate in the electronic signature process.

  2. Select the Electronic signature check box: This step is essential to enable electronic signatures functionality for the new employees. To select the electronic signature check box, you will need to follow the below steps:

  • Go to the Electronic signature setup page in Dynamics 365 Finance
  • Select the Electronic signature check box to enable electronic signatures for your organization.
  • You may also need to configure additional settings, such as signature requirements and document retention policies, depending on your organization's needs.

It's worth noting that neither of the other two answers (A and C) are correct for extending electronic signatures functionality to new employees in Dynamics 365 Finance. Specifying that SSL is required on the Email parameters page is a security-related setting that is not directly related to electronic signatures, and enabling maintenance mode in license configuration is not required for electronic signatures either.