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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Activating and Renewing a Contract

When a contract is created in Microsoft Dynamics CRM, the system assigns a default status of Draft to the contract. Only contracts in Draft status can be edited; once a contract has been processed to Invoiced or Active status, the fields in the contract are locked. At this point, service cases can be logged against the contract and a running tally of used cases or time is tracked against the total allotment specified in the contract line.

Given the need for a business to lock down the terms of a contract while still allowing for flexibility as the company’s needs change, the life cycle of a contract can become complicated. Consider the following scenarios for why a service contract might change:

  • A company’s internal ...

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