Accelerate Opportunity-to-Contract Execution
Connect Microsoft Dynamics 365 Sales with contract lifecycle management to automate contract creation, approvals, and execution.
The Business Impact
Faster Deal Execution
Accelerate contract creation and approvals directly from Dynamics 365 Sales workflows
Contract-Driven Selling
Align contracts with opportunities, quotes, and approved commercial terms
Improved Contract Visibility
Track contract status, updates, and milestones directly from Dynamics 365 Sales
Reduced Manual Effort
Minimize manual data entry and errors throughout deal execution and approvals
The Solution
Key Capabilities
Accelerate Contract Creation
- Opportunities in Dynamics 365 Sales automatically trigger contract creation in ICM Platform
- Contract records are populated with account, opportunity, and deal information
- Contract status and updates are reflected back into Dynamics 365 Sales
Align Quotes and Contracts
- Approved quotes in Dynamics 365 Sales generate contracts in ICM Platform
- Pricing, products, and commercial terms are carried forward into contracts
- Supports negotiation workflows and maintains alignment between quotes and contracts
Icertis +
Microsoft
Capabilities
Manage Agreements at Scale
- Create and manage agreements directly from customer accounts
- Maintain account hierarchies and synchronize key stakeholder information
- Automatically inherit account attributes such as region and territory mappings
Streamline Renewal Management
- Identify renewal opportunities directly from Dynamics 365 Sales data
- Automatically generate renewal agreements and contracts in ICM Platform
- Synchronize updated terms and support multi-year contract renewal cycles
Built for Every Team
Sales
Create and manage contracts directly from opportunities and quotes within Dynamics 365 Sales
Finance
Ensure approved commercial terms and deal values are accurately reflected in contracts
Legal
Standardize contract workflows and maintain governance across sales agreements