Dynamics CRM Contracts

Joined on: 2018-06-02 09:29:37              
Total Posts: 1
Email ID : adrian09cohen@gmail.com

Dynamics CRM Contracts Creation

Dynamics CRM Contracts can be added to a case because they may include a specific level of support or service. The customer may have a certain amount of help hours or may be limited to a specific number of cases. There are three elements in Dynamics CRM Contracts: Contract Templates, Contracts, and Contract Lines.  Dynamics CRM Contracts Steps include: How to Create a Contract Template Contract Statuses Contract Lines How to Create a Contract How to Create a Contract Template Setting up your Microsoft Dynamics CRM Contracts templates is the first step to using contracts. In order to create a new contract, you must have the template which is already created. On the Top Navigation Bar, click Settings. On the Top Navigation Bar, click Templates. Within the template screen, click Contract Temp...

Skip to toolbar