Contract management for Dynamics 365 CRM
Create requests and contracts from Dock templates on a Dynamics 365 Opportunity. Two-way or one-way sync in either direction is configured to your needs. Annual add-on.
Start where the sales team works
Create a request or contract from a Dock template on the Opportunity; Dock generates the Word document with the contract metadata. CRM users without a Dock licence can still submit requests.
Customer details become contract details
Dynamics 365 supports two-way or one-way sync in either direction, configured to your needs, including request and contract status and field updates. Selecting an Opportunity pre-fills party name and address. Dynamics accounts are imported into Dock as parties on a schedule.
One record for Sales, Legal and Finance
Keep the contract and the teams responsible for it together, from the initial request through review. Nonprofits and finance teams already on Dynamics 365 and Business Central keep CRM, ERP and contracts in step. Dock complements a Dynamics 365-native approach rather than replacing it.
“When we need a contract now, we can actually find it.”
Questions
What you need · Your own Dynamics 365 CRM subscription.
See Dynamics 365 CRM and Dock work together
30-minute demo on your own contract types.
- 115-min discovery
- 230-min demo on your contract types
- 3Security pack if IT needs it
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“When we need a contract now, we can actually find it.”