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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Managing Contracts in ...
Microsoft Dynamics CRM (Archived)

Managing Contracts in Dynamics365

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Posted on by RoaldA

Dear All,

We have a customer that is an insurance broker. 

They would like to use Dynamics 365 as a tool to keep track of their existing customer base and also the insurance contracts that are linked to this customer. (Such as contract startdate, enddate, insurance policy details, scanned documents related to contract).

They also would like to have an automatic warning when contracts are about to expire, so their sales staff can contact the customer.

Anyone knows if this is possible to do in Dynamics? And if so, which edition would support this?

Thanks.

Roald

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  • Verified answer
    Lema Salamov Profile Picture
    Lema Salamov 440 on at

    Yes, you can both use otb contracts(just simply customize them to cover their business needs), and create a custom functionality .

    Regarding "warnings", you'll need probably create rules(called workflows) based on you requirments and the system will auto generate emails, taks etc. whatever conditions are met.

    Dynamics 365 includes standard integration to SharePoint, so you'll need just enable this integration(you'll need Sharepoint subscription tho) and then use sharepoint to attach your scanned documents to you contracts.

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