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Create templates for contracts

Quickly create consistent contracts prefilled with basic information like the service level and discount, and the time and days when you’ll provide support, by using a contract template in Microsoft Dynamics 365. For example, create a template for gold members, and then use this template to create contracts for every gold customer in your organization.

After a contract template is saved, the template is read-only and cannot be changed.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Service Management.

  3. Choose Contract Templates.

  4. To create a new contract template, choose New.

  5. Type information in the fields:

    • Name: Enter a name. When you create a new contract, this name will appear in the list of available contract templates.

    • Abbreviation: Enter an abbreviated name. The name will be displayed as the abbreviated contract template name.

    • Billing Frequency: Select how often the customer should be billed.

    • Allotment Type: Select the criteria needed to track the cases. You cannot change the allotment type for contract lines in contracts that are created from a contract template.

    • Calendar: Mark the days and times your organization offers customer support. Green dots indicate when the support is offered.

    • Contract Service Level: Select the service level that will be allocated to the customer.

    • Description: Enter a description of the template or any notes about how this template is to be used.

    • Use Discount as Percentage: If you want the discount to be calculated in a percentage, select Yes.

  6. Choose Save or Save and Close.


Note

If you need to back up your templates, or export them for use in a different implementation of Microsoft Dynamics 365, you can export them as part of exporting customizations. More information: Export your customizations as a solution.


Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013