Icertis for Microsoft Dynamics 365 Sales

Solve challenges in sell-side contracting, arising across the quote-to-cash processes with a robust and flexible AI powered contract intelligence solution embedded within Microsoft Dynamics 365 Sales. This reduces human errors and inefficiencies, ensuring that the intent of every business relationship is correctly captured in your contracts and then fully realized in practice.

The Challenge

Inefficient contracting in quote-to-cash processes leads to increased cost of sales.

Delays in the quote-to-cash process could have a negative impact on timely invoicing and revenue recognition in enterprises. These delays can be caused by manual contract management processes that do not scale well with sales volume, thus increasing the cost of sales. Difficulty in enforcing standards results in maverick contracts, noncompliance and significant legal risk. Pressure to close deals becomes an unintentional incentive to compromise on contracting standards, resulting in potential damage to reputations.

How It Works

Robust sales contracting experience within Microsoft Dynamics 365 Sales

Icertis for Microsoft Dynamics 365 Sales provides full range of contract management features from within the Microsoft Dynamics 365 Sales. Users can create contracts or contract requests with a single click and automatically populate key attributes from Dynamics 365, into the Icertis platform. They can author contracts, assemble clauses and manage workflows for review and approvals. Negotiations, redlining and versioning can be done within Microsoft Word seamlessly integrated with the Icertis platform. Commercial terms such as products, pricing and deal information can be easily transformed into contractual data that is easy to search and measure.

Key Benefits

Accelerate quote-to-cash process, improve efficiency, ensure compliance.

This integration helps reduce the quote-to-cash cycle time to accelerate sales. It improves contract quality by facilitating collaboration and reducing rework with easy-to-use templates and standardized language. It facilitates downstream compliance and helps report on key sales and contracting metrics.

Research Center

Microsoft Integration

Icertis for Microsoft Dynamics 365 Sales

The Challenge

Inefficient contracting in quote-to-cash processes leads to increased cost of sales.

How It Works

Robust sales contracting experience within Microsoft Dynamics 365 Sales

Key Benefits

Accelerate quote-to-cash process, improve efficiency, ensure compliance.

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