The ribbon button actions in Dynamics 365 Contract Management Add-On, Klevr Contracts, enable users to manage active contracts effectively. This guide explains how to suspend, cancel, renew, or vary contracts, while keeping historical data intact and maintaining...
Milestones in Klevr Contracts, a Dynamics 365 contract management add-on, provide a way to track critical objectives within a contract. This guide will walk you through the process of configuring contract milestones, ensuring proper approvals, and linking milestones...
The financial setup within Klevr Contracts, a Dynamics 365 contract Management add-on, allows users to effectively manage contract budgets, transactions, and payment schedules. This guide will walk you through the steps to configure financials, ensuring accurate...
Contract groups within Klevr Contracts, our Dynamics 365 contract management add-on, allow users to organise multiple contracts under a single group for better oversight and streamlined management. This guide will walk you through the setup and management of contract...
Our Dynamics 365 contract management add-on – Klevr Contracts – simplifies the process of setting up and managing contracts within the Dynamics 365 ecosystem. This guide will walk you through each step to create and configure a contract, ensuring all necessary...
Klevr Contracts, a Dynamics 365 contract management add-on, provides a user-friendly interface for managing contracts, approvals, milestones, and more. This guide explains how to navigate the app and unlock key features that streamline contract management tasks. ...