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Microsoft Dynamics 365 | Integration, Dataverse...
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Recommendations of new contract management software

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I was caught off guard earlier today when the new director of operations of a legacy 9-seat client since 2014 said they weren't under a contract and after doing my own research I found he was right.

The original contract signed in 2015 needed to be resigned every single year and after we got to forty of those, in 2017 we switched over to a system that auto renewed every year with a moderate price increase. In November 2018 we announced the change, in November 2019 we sent out the updated contracts, and all of them came back signed or so I thought.

So now I'm looking for recommendations of new contract management software that assist me with contract management, to ensure we don't miss a renewal or to ensure we get a contract signed before we initiate services. What do all of you use?

I have the same question (0)
  • AriaConsulting Profile Picture
    4 on at

    As a partner do you use D365 CE?  If so, check out iCertis: www.icertis.com/.../

  • kgerig Profile Picture
    15 on at

    Hello there,

    This answer may be a little late for you, but Check out www.contracts365.com.  They are a CLM software that is built to work solely with Microsoft clients and integrates well with Dynamics365.  Here are a few articles to further educate yourself on CLM Software that integrates w Microsoft and Dynamics:  

    www.contracts365.com/contract-management-software-for-microsoft-dynamics-365

    https://www.contracts365.com/blog/the-natural-synergies-between-microsoft-office-365-contract-management-corridor-company

    www.contracts365.com/.../why-microsoft-dynamics-365-is-not-perfect-for-contract-management

  • kgerig Profile Picture
    15 on at

    Hello there,

    This answer may be a little late for you, but Check out www.contracts365.com.  They are a CLM software that is built to work solely with Microsoft clients and integrates well with Dynamics365.  Here are a few articles to further educate yourself on CLM Software that integrates w Microsoft and Dynamics:  

    www.contracts365.com/contract-management-software-for-microsoft-dynamics-365

    https://www.contracts365.com/blog/the-natural-synergies-between-microsoft-office-365-contract-management-corridor-company

    www.contracts365.com/.../why-microsoft-dynamics-365-is-not-perfect-for-contract-management

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