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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 12. Managing Contracts

Creating contracts

If you use Microsoft Dynamics CRM to manage your customer support, you can create contracts in the system. Those contracts are tied to a specific company record, and the contract is a collection of contract lines. Each contract line defines a specific service or offering that the customer is entitled to under the contract. Support cases can be tied to contracts in situations where an organization doesn’t want to extend any support to customers with expired or insufficient support entitlements.

Task A Creating a new contract template

All new contracts are based off a contract template. If you offer a dozen base support agreements, you can create contract templates ...

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