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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Sales agreement available?

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hi

I have the same question (0)
  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    As far as I know, sales agreement is available in Finance and Operations.

    docs.microsoft.com/.../sales-agreements

    docs.microsoft.com/.../purchase-agreements

    And in Dynamics 365 for Sales, there is an entity named contract.

    pastedimage1580955238997v1.png

    And we could edit the contract templates in Settings->Service Management.

    pastedimage1580955307832v2.png

    Hope it helps.

    Best Regards,

    Leo

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Full fledged sales agreement functionality is available in D365 Finance

    Sales contracts is available in D365 sales

    Agreement functionality is available in Field Service (This is applicable for planned maintenance agreement)

    Now this depends on the functionality of sales agreement you are looking for. 

    Please browse through the above mentioned and choose one apt for your requirements.

  • JeffGreenrc Profile Picture
    on at

    How can i create sales contract in D365 sales?

  • ba365guy Profile Picture
    2,950 on at

    crmbook.powerobjects.com/.../

  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Please go to Dynamics 365-Custom (classic client)->Service->Collateral->Contracts.

    pastedimage1580966047057v1.png

    This app is now shown in UCI.

    Best Regards,

    Leo

  • JeffGreenrc Profile Picture
    on at

    I have heard that contract is deprecated and will be replaced by Entitlement ?

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Yes it is (from further releases)

    docs.microsoft.com/.../important-changes-coming

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