Contract entities

 

Updated: November 29, 2016

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

In Microsoft Dynamics 365 (online & on-premises), a contract is an agreement to provide support during specified coverage dates or for a specified number of cases or length of time. When customers contact customer service, the level of support they receive is determined by their contract.

The contract entity is used to track customer service agreements. You can create contracts for existing customers that specify the type of service and terms that apply to each customer. New contracts are created based on the contract template. You can create contracts only for existing accounts and contacts.

A contract has the status of “Draft” until it is invoiced. You can change the contract template until the contract status changes. Each new contract is assigned a unique ID that can’t be used for another contract unless it is being renewed. When you renew a contract, it is saved as a draft with an ID that corresponds to the original contract. If a contract with a status of “Invoiced” or “Active” is modified, the amended contract remains associated with the original account.

Microsoft Dynamics 365

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