WEBINAR:  December 17th | Practical and Meaningful Reporting & Dashboarding for Contract Management
contracts365-x-microsoft-dynamics

Manage contracts without leaving Dynamics 365.

Contracts 365® makes it easy to integrate your Customer Relationship Management (CRM) and Contract Lifecycle Management (CLM) systems—for a fully digital and highly automated contract management process. Natively integrated with leading eSignature software like Adobe Sign and DocuSign, Contracts 365 ensures full visibility of end-user activity, and that fully executed documents are safely returned to your contracts repository.

CRM for Contract Management Dynamics 365
icon-reduce-contract-lead-time-1

Reduces contract
lead time 8x.

Salespeople often spend days waiting for contracts to be drafted, updated, and completed. And when Sales and Legal teams aren’t aligned, deals can be delayed or lost altogether. But a recent customer survey showed, with Contracts 365, contract lead times were significantly reduced—from eight days to less than one.

CRM for Contract Management Dynamics 365_Customer
integrating-crm-and-clm-1

Integrating CRM with Contract Management to help salespeople focus on what they do best.

  • Initiate requests for new contracts and supporting documents right within Dynamics 365
  • Create contracts and pre- populate data with just one click
  • View related contract data, records, and documents
  • Find and link existing contract documents to Dynamics 365 entities
  • Automatically sync Dynamics 365 with Contracts 365 on the fly
“Sales can do everything they need to, right from Dynamics. Just hit a button, and information which exists in Dynamics is pushed to Contracts 365, fields are automatically populated, contracts are created. Soup to nuts, it’s exponentially better than anything we’ve seen or used to date.”
John-Delany-WideOrbit
John Delany, Internal Applications Administrator

WIDEORBIT

crm_plus_clm-compliance-collaboration-coordination-1

CRM + CLM: Compliance, collaboration, coordination.

  • Eliminate manual entry to save time and increase contract accuracy
  • Enable transparency, communication and efficient collaboration
  • Real-time data visibility for informed and timely decision making
  • Easily enforce approval standards for consistency and compliance
  • Highly configurable to support a wide variety of requirements
Explore more features
easy-to-love-1

Easy to implement,
even easier to love.

Contracts 365 is designed to leverage your organization’s strategic investment in Microsoft 365 from the ground up. It natively integrates with Microsoft Dynamics 365 to allow your CRM to function seamlessly with your contact lifecycle management software. So it’s easy for IT to implement, and even easier for your sales team to use.

More CLM Resources

FAQs

How does Contracts 365 integrate with Microsoft Dynamics 365?

Our contract management software embeds directly into the Dynamics 365 experience, allowing sales teams to initiate, generate, and track contracts without leaving the CRM. Contract data flows bi-directionally between systems, ensuring accuracy and eliminating manual re-entry.

What benefits does this integration provide for sales teams?

Sales reps can request contracts with one click, automatically populate forms using CRM data, and see real-time contract status within Dynamics. This reduces bottlenecks, speeds deal cycles, and improves collaboration between Sales and Legal.

How does the integration help legal teams?

Legal gains better control through standardized templates, clause libraries, and automated workflows—all triggered directly from Dynamics. They also receive cleaner, more complete data because CRM information flows into contract requests automatically.

Will users need to learn a new interface?

No. Contracts 365 appears inside the Dynamics 365 environment that sales teams already use daily, making adoption extremely fast. All authentication and permissions run through your existing Microsoft credentials.

How does the integration improve contract speed and accuracy?

Automated document assembly, pre-approved legal language, and CRM-driven data population significantly reduce errors and eliminate repetitive tasks. Customers often see faster first-draft turnaround, faster delivery to customers, and overall shorter contract cycles.

Can the integration support renewals and upsell opportunities?

Yes. Our contract management software can automatically surface renewal timelines, trigger reminders, and push renewal data back into Dynamics for forecasting. This ensures no contract expires unnoticed and helps drive recurring revenue.

Is the solution scalable across other Microsoft applications?

Because Dynamics is built on the Power Platform and Dataverse, Contracts 365 can also connect to other Microsoft-based applications. This enables powerful “contract-enabled apps” and a single source of truth across the business.

Does this integration improve compliance and reduce risk?

Yes. Centralized contract data, standardized workflows, automated alerts, and complete visibility into contract status all reduce compliance risk. Teams can be confident that contracts stay on-brand, on-policy, and up to date.

Back to top

Ready to Learn More?

Optimize your team’s contract lifecycle management with Contracts 365.

Request Demo Speak with Sales