Skip to main content

Microsoft Dynamics CRM for Contract Management



Many organizations, including government agencies, track contracts with vendors, grantees, health care providers and other parties, and need systems to keep track of the workflow associated with executing and maintaining the contracts.

InfoStrat has helped commercial and government clients implement online contract management.

For Microsoft shops, the first product to come to mind may be SharePoint.  SharePoint offers document management, check-in and check-out, version control as well as intranet and extranet capabilities.  All these are important for contract management, but they may not be sufficient on their own.

Dynamics CRM can augment SharePoint by providing its workflow engine, dashboards and reporting that make it easier to manage a larger number of contracts along with organizational contacts, automated emails and merged documents.  The Business Process Flow capability in Dynamics CRM graphically shows were a contract is in the drafting and signature process.  Record ownership in CRM let's users see views with the contracts for which they are responsible, and a queue of tasks based on the expiration date of contracts.

With Komiko, Dynamics CRM can automatically track all emails associated with a contract as well as document sharing activities.

In addition to document management (SharePoint) and contract workflow and reporting (Dynamics CRM), you may need a digital signature capability for contracts.  DocuSign, a leading electronic signature provider, offers Docusign for Dynamics CRM Online. Other electronic signature products may be integrated into Dynamics CRM as well.

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Introducing InfoStrat ProShop Professional Services

InfoStrat has recently announced a new service offering called ProShop to allow its clients access to dedicated support and software development services throughout the year outside of a structured project.  This service complements InfoStrat's specialties of Microsoft Dynamics, SharePoint, ClickDimensions, Scribe, Sitecore, and custom development.

ProShop addresses your information technology goals without hiring a fulltime overhead employee.
For a predictable monthly subscription, you’ll get personalized support. Your costs are fixed, so you can budget without surprises. You’ll have a dedicated consultant who will help you identify issues, upgrades, customizations, training, and goals. Whenever you need help, you know exactly how to get it—your consultant, backed by our team of experts.

While most of our services are either projects staffed by a full team or staff augmentation of certain roles to a project team, clients may need not only ongoing support but ongoing development s…