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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Service Contracts

After you've established your Service Contract templates, you are ready to set up Service Contracts. Contracts are customer specific records that detail the agreement your company has made to provide service to a customer. Contracts contain Contract line items that specifically outline the service agreement for a particular product or service. It is at the Contract line item level that you input the number of allotments (cases or minutes) or the coverage dates for that component of the Contract. In this way, a single contract can cover multiple products and services.

Contracts are created from Contract Templates. If you go to Service, Contracts and click the New Contract button you will be asked to select a template upon which ...

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