Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO.

Today that often means a PDF is emailed, printed, signed, scanned, and uploaded to SharePoint and attached back to the PO in D365FO.

The sales team feels the same pain: quotes go out, but “accepted” just means “someone replied to the email”.

Best-case, parts of this are automated; worst-case, it’s 100% manual. In both cases, the process can be non-compliant and lack a clean audit trail.

How the flow works

Using Docentric, you automate the end-to-end signing flow for a PO, with no development needed:

1. You confirm and print a PO.
2. Docentric saves the PDF to SharePoint with metadata as a PO attachment.
3. A Power Automate flow picks it up and sends it to the vendor contact via Docusign.
4. The vendor reviews and digitally signs on any device.
5. The flow updates the signed PDF in SharePoint.
6. You can see the signed PO document in the attachments.

It’s worth noting that the same pattern applies to sales quotations and any other business documents, not just purchase orders.

See it in action

Watch the end-to-end flow in this video: Docentric prints to SharePoint with metadata, Power Automate sends via DocuSign, and the signed PDF returns to the PO via Attachments.

Final thoughts

With this setup, Docentric is the quiet engine that makes e-signing in D365FO feel native. It renders the document once, routes it to SharePoint with structured metadata, and updates the signed version back on the purchase order, without writing any custom code.

Power Automate and DocuSign handle the orchestration while keeping the system of record in D365FO clean and auditable.