CRM @ Work: Connecting Dynamics 365 Sales and Contract Management with Contracts 365

In many Dynamics 365 CE projects, the sales opportunity leads to a contract, and that is often where momentum slows. Dynamics 365 CE manages accounts, opportunities, and sales activity well, but it is not designed for the full contract lifecycle, including approvals, governance, obligations, and renewals.

In this session, sponsored by TD SYNNEX, we’ll look at how Contracts 365 connects the sales process directly to contract management, helping Sales teams initiate agreements from Dynamics 365 CE and keep contract activity connected to the CRM.

What You’ll Learn:

• How contract initiation can begin directly from Dynamics 365 CE
• How opportunity and account data can flow into Contracts 365 automatically
• How Sales teams can gain better visibility into contract status
• How Sales, Legal, and Operations can work from a more consistent process
• How governance, obligations, renewals, and related agreements can be managed more effectively

The result is a more connected contracting workflow that helps keep deals moving and teams aligned.