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Microsoft Dynamics CRM (Archived)

Contract Management

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Is the contracts management module in CRM suitable for managing contracts which supply services to your organisation?

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  • Community Member Profile Picture
    on at

    You can define quite a lot with contracts. Data like

    - Customer details

    - Billing information, pricing, contract start & end

    - much more..

    You should also add contract lines to your contract containing which services you will perform at what price.  Your contract is always created from a template so you can predefine the layout. In Dynamics CRM it's very easy to configure the fields and forms to tailor your needs.

    So basically it should be no problem to apply these contracts to your business. Try to experiment a little bit with it.

  • Cada Profile Picture
    on at

    No, I need to manage contracts which define services an external company will perform for me (Their contract).  Is this in the scope of CRM contract management?

  • ocbrian949 Profile Picture
    5 on at

    BaJ

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