ContractTemplate entity messages and methods

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

You use a contract template to simplify the creation of standard contracts by eliminating the time-consuming tasks associated with building a contract. A template contains most of the standard content for a contract. You can add specific details to that template to create a complete contract for each contact or account. The schema name for this entity is ContractTemplate. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

CreateRequest

Creates a contract template. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes a contract template. You can also call the IOrganizationService.Delete method.

RetrieveRequest

Retrieves a contract template. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of contract templates. You can also call the IOrganizationService.RetrieveMultiple method.

UpdateRequest

Updates a contract template. You can also call the IOrganizationService.Update method.

Microsoft Dynamics 365

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