D365 Contract Management Software: Makes the Most of Your Microsoft Platform
Contracts are the currency of business. And yet, according to World Commerce & Contracting, 8.7% of gross revenue is lost due to poor contracting processes. DynaTech, in conjunction with its strategic partner, Contracts 365®, can help with powerful, easy-to-use Dynamics 365 Contract Management Software built specifically for businesses that run on Microsoft.
Streamlined Workflows. Effortless Dynamics 365 Contract Management
Contracts 365 helps you manage the entire contract lifecycle—from request to execution, obligation management to renewal—with an intuitive user interface that’s easy to adopt and easy to use.
Contracts 365 is designed to meet users where they are, tightly integrating with your favorite Microsoft tools like Dynamics 365. Plus, it leverages your Microsoft cloud and security protocols, so your contracts and data are always safe and always in your control.
Best of all, Contracts 365 helps keep teams aligned and up to speed. With full visibility of contract status, pre-approved contract templates, and automated workflows, Contracts 365 helps everyone work more efficiently while breaking down data silos and workflow bottlenecks, improving compliance, decreasing risk, and speeding revenue recognition.
D365 Contract Management Reimagined - Key Advantages of Our Solution
Seamless Integration with Third-Party Applications
Our Contract Lifecycle Management Solution integrates with popular CRM and ERP systems, eSignature platforms, and more. Eliminate the need for duplicate data entry, foster collaboration across departments, and ensure all your contract information is centralized and easily accessible.
At DynaTech, we can help put the power of contracts to work for your organization while bridging the gap between your existing business applications and streamlining your entire contract management process.
Tools and Technology
Centralized Repository
Say goodbye to scattered documents and wasted time searching for the latest version of your contracts. Contracts 365 stores all your contract data and documents directly in your organization’s Microsoft 365 tenant. Here, you can store draft agreements, contracts in progress, and fully executed documents, ensuring everyone on your team can access up-to-date information.
Intelligent Search
Powerful built-in search functionality allows you to effortlessly and securely locate any contract or related material across your entire contract repository. This intelligent search engine leverages advanced indexing to pinpoint the information you need in a matter of seconds and users can effortlessly configure their dashboards with their key search preferences.
eSignatures Integration
Our D365 Contract Lifecycle Management Solution integrates with popular eSignature providers like DocuSign and Adobe Sign. This allows you, your customers and third parties to electronically sign and route contracts for approval with ease. Real-time progress updates keep everyone informed, ensuring a smooth and efficient signing process.
Automated Contract Generation
Contracts 365 provides robust document automation that allows standard templates to be automatically created based on the information entered into the “request form” or by automatically populating data from your Dynamics 365 environment. This ensures that approved language is always in place, and always in compliance.
CRM Integration
Our D365 Contract Management Software named Contracts 365 native integration with Dynamics 365 Sales and Salesforce allows your sales team to initiate contracts and automatically pre-populate contract requests with data sourced from your CRM system and easily check on the status of contracts directly right from their CRM dashboard. This eliminates the need for duplicate data entry and ensures all contract information is centralized and easily accessible.
Powerful Reporting & Analytics
Extract valuable data with customizable reports and interactive dashboards. Track key metrics, identify trends, and gain a deeper understanding of your contract performance. These actionable insights empower you to make value-added decisions, optimize your contracting process, and negotiate more favorable terms in the future.
Robust Security & Governance
Contracts 365 leverages the robust security infrastructure of the Microsoft cloud to ensure your contracts are protected. Permission-based access controls ensure that only authorized users can view and modify documents.
Document Processing & Contact Archives
Catalog completed contracts and supporting materials with rich metadata support for comprehensive search, reporting, reference, and retrieval, ensuring all documents are well-organized and easy to find. And store your contracts securely in one of the most robust security infrastructures available with full support for retention management.
Key Process Automation
Automate key tasks throughout the contract lifecycle while saving time and minimizing errors. Autogenerate contracts quickly, negotiate seamlessly with automated redlining, and stay on top of deadlines with automated alerts and approvals. Focus on what matters most—closing deals and building strong relationships.
Auto Expiration and Renewal Notification
Never worry about missed deadlines or outdated agreements again. Contracts 365 automatically sends alerts to both internal teams regarding expirations, renewals, or any required actions. This proactive approach ensures your contracts stay compliant, enforceable, and up to date, mitigating potential risks and legal headaches.
Centralized Repository
Say goodbye to scattered documents and wasted time searching for the latest version of your contracts. Contracts 365 stores all your contract data and documents directly in your organization’s Microsoft 365 tenant. Here, you can store draft agreements, contracts in progress, and fully executed documents, ensuring everyone on your team can access up-to-date information.
Intelligent Search
Powerful built-in search functionality allows you to effortlessly and securely locate any contract or related material across your entire contract repository. This intelligent search engine leverages advanced indexing to pinpoint the information you need in a matter of seconds and users can effortlessly configure their dashboards with their key search preferences.
eSignatures Integration
Our D365 Contract Lifecycle Management Solution integrates with popular eSignature providers like DocuSign and Adobe Sign. This allows you, your customers and third parties to electronically sign and route contracts for approval with ease. Real-time progress updates keep everyone informed, ensuring a smooth and efficient signing process.
Automated Contract Generation
Contracts 365 provides robust document automation that allows standard templates to be automatically created based on the information entered into the “request form” or by automatically populating data from your Dynamics 365 environment. This ensures that approved language is always in place, and always in compliance.
CRM Integration
Our D365 Contract Management Software named Contracts 365 native integration with Dynamics 365 Sales and Salesforce allows your sales team to initiate contracts and automatically pre-populate contract requests with data sourced from your CRM system and easily check on the status of contracts directly right from their CRM dashboard. This eliminates the need for duplicate data entry and ensures all contract information is centralized and easily accessible.
Powerful Reporting & Analytics
Extract valuable data with customizable reports and interactive dashboards. Track key metrics, identify trends, and gain a deeper understanding of your contract performance. These actionable insights empower you to make value-added decisions, optimize your contracting process, and negotiate more favorable terms in the future.
Robust Security & Governance
Contracts 365 leverages the robust security infrastructure of the Microsoft cloud to ensure your contracts are protected. Permission-based access controls ensure that only authorized users can view and modify documents.
Document Processing & Contact Archives
Catalog completed contracts and supporting materials with rich metadata support for comprehensive search, reporting, reference, and retrieval, ensuring all documents are well-organized and easy to find. And store your contracts securely in one of the most robust security infrastructures available with full support for retention management.
Key Process Automation
Automate key tasks throughout the contract lifecycle while saving time and minimizing errors. Autogenerate contracts quickly, negotiate seamlessly with automated redlining, and stay on top of deadlines with automated alerts and approvals. Focus on what matters most—closing deals and building strong relationships.
Auto Expiration and Renewal Notification
Never worry about missed deadlines or outdated agreements again. Contracts 365 automatically sends alerts to both internal teams regarding expirations, renewals, or any required actions. This proactive approach ensures your contracts stay compliant, enforceable, and up to date, mitigating potential risks and legal headaches.
Struggling With Manual Contracts and Lagging Workflows?
Discover how DynaTech can help improve your business processes, ensure compliance, and streamline your contract lifecycle with Contracts 365.
