enVista Contract Management & CRM Integration at a Glance
| Metric | Result |
|---|---|
| Industry | Supply Chain & Technology Consulting |
| Platform | Contracts 365 |
| CRM Integration | Microsoft Dynamics 365 |
| Deployment Type | SaaS CLM + CRM Integration |
| Contract Request Time | < 30 seconds |
| Key Users | Sales + Legal Teams |
| Primary Use Case | Sales contract creation & renewal management |
| Key Outcomes | Speed, automation, CRM alignment, compliance |
Key Results
- Reduced contract request and access time to under 30 seconds
- Eliminated redundant data entry between CRM and CLM systems
- Improved sales team productivity through embedded workflows
- Enabled native Microsoft Dynamics 365 integration experience
- Improved visibility into contract renewals and customer lifecycle events
- Strengthened compliance with pre-approved contract language
A supply chain and enterprise technology consulting firm streamlines its sales experience with Contracts 365 for Microsoft Dynamics 365.
Customer Quote: What enVista Says About Contracts 365
"With the Dynamics integration module, our sales teams are now able to request and access contracts in less than 30 seconds.”
Amy Mader, General Counsel
enVista
Supporting Quote
“Contracts 365 is ideally suited for both buy-side and sell-side contracts. With the Dynamics integration module, our sales teams are now able to request and access contracts in less than 30 seconds.”
Amy Mader
About enVista: Supply Chain and Microsoft Consulting Leader
Founded in 2002, enVista is a leading supply chain and enterprise technology consulting firm that provides supply chain optimization services, retail services, automation and robotics, Microsoft solutions, and IT managed services. The company has offices in Carmel, Indiana, and Chicago, Illinois, and serves thousands of leading brands across the globe, helping optimize and transform physical and digital operations to improve customer service while maximizing their clients’ cost savings and profitability.
Business Challenges
As a technology consulting firm, enVista understands the importance of leveraging purpose-built technology. And, because they support Microsoft solutions for countless customers, they also recognize the value of maximizing their IT investment—and the powerful insights and ease of use that comes with embracing the Microsoft ecosystem.
Why enVista Selected Contracts 365 After a Competitive RFP Process
So, it’s no surprise that, after a robust RFP process, enVista selected Contracts 365 as their contract management software as they transitioned from a home-grown approach to a highly efficient and industry leading CLM solution. enVista’s legal team decided to roll-out Contracts 365 across the organization but, at the time, decided to keep its customer relationship management (CRM) separate.
Results: Contract Requests Reduced to Under 30 Seconds with Dynamics 365 Integration
“Contracts 365 had already proven its value in our contracting process on so many fronts,” said Amy Mader, enVista’s General Counsel. “When the Dynamics integration was introduced, it added an entirely new and efficient value proposition that was immediately appreciated by our sales organization.”
For many salespeople, their CRM is their homebase, cataloging key customer data, monitoring customer interactions, and staying abreast of where accounts are in the sales cycle. Contracts 365 is designed to tightly integrate with Microsoft Dynamics 365, so Contracts 365 functions as if it is natively built into the software. This allows salespeople to create new contracts, auto-populate forms with existing customer information, and request approvals without ever leaving their Dynamics’ dashboard. Salespeople no longer have to redundantly enter data into Contracts 365 which is readily available within their Dynamics 365 Sales application.
“Contracts 365 is ideally suited for both buy-side and sell-side contracts,” noted Mader. And the sales cycle has already seen positive effects. “With the Dynamics integration module, our sales teams are now able to request and access contracts in less than 30 seconds.”
Contracts 365 for Dynamics not only speeds up requests, it helps improve the entire sales process—signaling sales opportunities with expiration notifications, improving negotiation with up-to-date customer information, ensuring contract compliance with pre-approved language, and giving the entire organization better visibility into the contract process. So, sales teams can keep clients updated and close deals faster, and legal teams can stay focused on their highest value tasks.
With Contracts 365 for Dynamics, even minor improvements can have a big impact. enVista started by allowing salespeople to submit a request and find a contract without having to leave their CRM. It can be further leveraged to automatically create new opportunities for upcoming renewals—without manual intervention. As these capabilities add up, they provide an efficient, cohesive, and effective process for everyone involved.
That’s the difference optimized—and tightly integrated—contract management software technology can make.
How Contracts 365 Integrates with Microsoft Dynamics 365
Contracts 365 integrates directly with Microsoft Dynamics 365 to unify CRM and contract lifecycle management workflows. This enables sales teams to initiate contract requests, auto-populate customer data, and manage approvals without leaving the CRM environment.
By eliminating duplicate data entry and connecting contract workflows directly to sales activity, organizations gain:
- Faster contract initiation
- Reduced manual data entry
- Improved customer data accuracy
- Streamlined approval workflows
- Better visibility into renewals and opportunities
Why CRM and CLM Integration Matters
Organizations using separate CRM and contract management systems often face delays, duplicated data entry, and limited visibility into contract status. Integrating CRM platforms like Microsoft Dynamics 365 with contract lifecycle management software enables seamless data flow between sales and legal teams.
This results in faster deal cycles, improved customer experience, and better alignment between revenue operations and contract execution.
Frequently Asked Questions About Contract Management and Dynamics Integration
How does Contracts 365 integrate with Microsoft Dynamics 365?
Contracts 365 integrates directly with Microsoft Dynamics 365, allowing users to initiate contract requests, auto-populate customer data, and manage approvals without leaving the CRM interface.
How does CRM integration improve contract management?
CRM integration eliminates duplicate data entry, improves data accuracy, and enables sales teams to access and generate contracts directly within their workflow.
How fast can users access contracts using Contracts 365 and Dynamics 365?
enVista reported that sales teams can request and access contracts in less than 30 seconds using the integrated solution.
What business teams benefit from this integration?
Sales, legal, and operations teams benefit from improved visibility, faster contract turnaround, and streamlined approval workflows.
Why did enVista choose Contracts 365?
enVista selected Contracts 365 after a competitive RFP process due to its tight integration with Microsoft Dynamics 365 and its ability to streamline CRM-connected contract workflows.
Can Contracts 365 support both buy-side and sell-side contracts?
Yes. Contracts 365 supports both buy-side and sell-side contracts with integrated workflows and CRM connectivity.
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