Contracts

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Use Microsoft Dynamics Marketing's contract management function to track contracts systematically.

To view contracts, you must have the Edit/View Contracts User Role. More information: Work with user accounts and staff contacts

To work with your contracts, go to Marketing Execution > Clients > Contracts. This opens the Contracts list page, which lists current contracts that you have permission to view. This page provides many of the same standard sorting, searching, filtering and toolbar functions as most other list pages in Dynamics Marketing (see also Learn how to work and get around in Microsoft Dynamics Marketing). From here you can view, copy or delete any existing contract, create new contracts, and more.

Whenever you create or edit a contract, the following settings are available:

Field

Description

Active

Mark this box to activate the contract. When you “delete” a contract it is not actually removed from the database, it is just set to inactive (the equivalent of clearing the box here).

Code

Enter a code for the contract.

Contract

Enter a name for the contract.

Contact and Company

Specify the contact and/or company with whom you have made the contract here. These must already exist in your database (the field provides type-ahead suggestions; enter “%%” to scroll through available contacts or companies).

Contract Manager

Specify the local contact who is managing the contract. Typically, this will be a staff contact working for the site company. This contact must already exist in your database (the field provides type-ahead suggestions; enter “%%” to scroll through available contacts).

Start, End and Renewal dates and times

Use these fields to note the start, end and/or renewal dates for the contract, as required. If the contract manager has set an email alert for contract renewals, they will receive an alert on the renewal date.

Type and Category

Use these drop-downs to type and/or categorize the contract. You can customize the values available in these drop-downs as needed for your organization; see Create custom drop-down values and folders for details.

As with most maintenance pages, Contract maintenance pages include several related-information tabs at the bottom of the page, below the dotted line. These are available after you have saved the contract at least once. Use the drop-down list just below the line to switch between tabs. Use these to view and/or create records that are related to the current contract. In most cases, the views you see here will match those found in the “main” area for that record type (e.g., tasks), but the records you see will be filtered to include only those that are associated with the current contract. For more information about a given tab, you should refer to the online help topic that matches that tab’s name (tasks, files, invoices, etc.).

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