Integrations · Business Central

Contract management for Microsoft Dynamics 365 Business Central

Create contracts from Dock templates inside Business Central, from Sales for customers and from Purchasing for vendors. Open the customer or vendor Financial Summary from synced contracts. Annual add-on.

Business Central · Northwind Ltd. MSAExample record
Centrally managed Dock template
Master Services Agreement
Customer
Northwind Ltd.
Approver
Priya Nair · Legal
Ready for Legal review

Create from either system. Keep one repository

Create contracts from Dock templates inside Business Central, from Sales for customers and from Purchasing for vendors. Party and vendor information syncs regularly in either direction, based on your source of truth. Configure two-way or one-way sync, with auto-sync or individual contracts on demand. Contracts are stored in Dock's repository.

Business Central · Northwind Ltd. MSAExample record
Business Central⇄Dock 365
Northwind Ltd. · customer / vendor
Sales / Purchasing → Dock template
Party/vendor sync · either direction

Onboard vendors with the documents that matter

On synced parties, use Dock vendor features: scorecards on every plan, plus COI uploads and questionnaires through the Vendor Portal (annual add-on on Professional and Enterprise). These are Dock vendor features, not Business Central integration features. Contracts, vendors and finance data stay in sync, without re-keying.

Business Central · Northwind Ltd. MSAExample record
Dock vendor documentation
Insurance certificate§15.2
Reminder set · Request by 15 Nov
Renewal notice§12.1
Reminder set · Due 1 Nov

Finance sees the commitment behind the record

From a synced contract, open the BC Financial Summary for that customer or vendor, including their sales or purchase orders.

Business Central · Northwind Ltd. MSAExample record
Vendor contract overview
BC Financial SummaryNorthwind Ltd.
Customer sales ordersNorthwind Ltd.
Vendor purchase ordersNorthwind Ltd.

Reminder set · notice due 1 Nov §12.1

“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Read the SEH story: 30 minutes to 3 to find a contract →

Questions

What you need · Your own Business Central subscription.

Create contracts from Dock templates inside Business Central: Sales for customers and Purchasing for vendors.

See Business Central and Dock work together

30-minute demo on your own contract types.

What to expect
  1. 115-min discovery
  2. 230-min demo on your contract types
  3. 3Security pack if IT needs it

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“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Book a 30-min demo