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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Contracts

Contracts are created from a template that is defined by a language. A Contract is a group of services and products that you sell to a client during a period of time. On a Contract, you define when you start providing services to a customer and when you finish; both dates are required when you create a Contract. Each Contract also has billing information associated with it, such as which client you will bill, to what address you will send invoices, and billing frequency (monthly, quarterly, annually, and so on). The products you sell are defined in Contract lines, where you can enter product details such as the quantity, the time you will include for support cases, and the total price and discounts.

To create new Contracts, follow ...

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