• Dynamics CRM 2011 Creating a Contract Template

      Simon Phillips, 18 May 2011

      A Contract template is a framework for creating new contracts. You can use templates to ensure that contracts are consistent across the organisation. When customers contact customer service, templates ensure that the level of service is consistent and based on business policies. The template defines

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    • Creating a New Contract in Microsoft Dynamics CRM 2011

      Simon Phillips, 20 May 2011

      You can create a contract for existing accounts and contacts. You can create contracts from templates or by copying an existing contract and modifying it appropriately. Each contract you create is assigned a unique ID, such as CNR-1000-UCJR7W. The same ID cannot be used for another contract, except

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    • Creating a contract in Microsoft Dynamics CRM 2011 part 2

      Simon Phillips, 22 May 2011

      In my previous blog I went over Creating a Contract from an Existing Contract by clicking the Copy Contract button. The other way that you can create a contract is by using the Contract Templates that we made in one of my previous blogs. For an example I will be creating a contract for a c

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    • Renewing Contracts in Microsoft Dynamics CRM 2011

      Simon Phillips, 25 May 2011

      When the end date of a contract passes, the contract expires. You can renew the contract to make it active again and allow cases to be logged against it. When you renew a contract, a draft copy of the contract is created with the same ID number as the original, expired contract. You can edit the dra

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    • Activating and Invoicing Contracts in Dynamics CRM 2011

      Simon Phillips, 26 May 2011

      In Dynamics CRM 2011, you can only invoice contacts that are in a draft state. After that draft contract has been activated and invoiced it becomes read only and you can no longer edit it.  You would only activate and invoice a contract after the customer has confirmed/agreed to the terms of th

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