DiliTrust CLM Connector for Microsoft Dynamics 365

Connector Overview & Benefits

The DiliTrust CLM Connector enables seamless integration between Microsoft Dynamics 365 CRM and the DiliTrust CLM platform. From within Dynamics, users can initiate, validate, and send contracts for signature directly, accelerating the contract lifecycle while maintaining full traceability.

Key Benefits:

• Trigger contract creation from Opportunity or Quote entities

• Automatically map CRM data to CLM templates

• Launch validation and signature workflows directly from Dynamics

• Maintain a single source of truth for all contract-related actions

• Reduce manual data entry and streamline compliance

Use Cases, Prerequisites & Limitations

Typical Scenarios:

• Sales reps request pre-filled contract templates from an Opportunity

• Legal team sets up workflows for validation and e-signature

• CRM users track contract status within the familiar Dynamics UI

Prerequisites:

• Microsoft Dynamics 365 (Online), version 9.0+

• Power Platform environment with Dataverse enabled

• Admin access to Dynamics 365 and DiliTrust CLM

• Valid DiliTrust CLM tokens (Access and Refresh)

• App Registration with client secret (Azure AD)

Known Limitations:

• Only one related record considered in N:1 relationships

• Validation workflows in CLM are triggered in sequence; first defined flow is executed if multiple are present

• Contracts require at least one configured signatory to initiate signature workflow

Installation Guide

Step 1 – Deploy via Partner Center (for Microsoft certified distribution):

• Upload your Connector package zip

• Fill in supported countries, privacy policy, and license terms

• Add a direct support URL (see support section below)

Step 2 – Import into Dynamics 365:

• Import the provided solution (.zip) into your Dynamics environment

• Configure required environment variables:

  • Dilitrust_account_rootfolder: Folder ID in CLM

  • Dilitrust_token_rt / Dilitrust_token_at: Refresh/Access tokens

  • Dilitrust_CLM URL / Dilitrust_API URL: Environment endpoints

  • Control visibility of "Request Contract" button in Opportunity/Quote

Step 3 – Configure Webhook for Status Sync:

• Locate the "Update contract state" flow in Power Automate

• Copy its URL and update webhook_url in CLM via API or Postman

Configuration Guide

App Registration (Azure AD):

• Register an app to authenticate CRM–CLM communication

• Grant appropriate API permissions

• Store client ID, tenant ID, and client secret

User Roles in Dynamics:

• Dilitrust CLM User: Can request contracts

• Dilitrust CLM Send to Sign: Can initiate signature

• Dilitrust CLM ReadOnly: View-only access

• Dilitrust CLM Admin: Full access to Connector configuration

Contract Templates & Mapping:

• Sync templates from CLM (Admin role required)

• Map fields via JSON editor (supports nested relatedEntities)

Example Mapping Snippet:

{
  "trigger_entity": "opportunity",
  "fields": {
    "dt0_date_de_signature": "createdon"
  },
  "fixedFieldMappings": {
    "dt0_representant_legal": {
      "entity": "systemuser",
      "id": "<guid>",
      "attribute": "fullname"
    }
  }
}

Support & Legal

• Support Portal: support.dilitrust.com

• Privacy Policy: https://www.dilitrust.com/privacy-policy

• Terms & Conditions: Separate from privacy policy, required for Microsoft listing

Changelog & Media

Version: 2.0
Release Date: May 6, 2025

• Initial public release of Dynamics 365 Connector

• Includes support for contract creation, validation, and e-signature flows

• Embedded JSON-based mapping for custom templates

Screenshots & Videos: (Include product screenshots or link to walkthrough video hosted on YouTube or Vimeo)

FAQ & Security Notes

Is the data exchanged between Dynamics and CLM secure?
Yes. OAuth2.0 with Azure AD and HTTPS-secured APIs are used for all interactions.

Can I customize the contract templates?
Yes. Admins can synchronize templates from CLM and configure custom data mappings.

What happens if a user lacks one of the roles?
The corresponding UI actions (e.g., "Request Contract") will not be visible or actionable.

How often is data synchronized?
Template sync occurs once daily. Contract statuses are updated via webhook in real-time.