Overview and guide to navigating the Klevr Contracts management add-on for Dynamics 365
1. How to access the Klevr Contracts add-on application in Dynamics 365
- Use the App Selector to choose the Contracts application within your Dynamics 365 environment.
- After selecting the Klevr Contracts app, you’ll be taken to the main dashboard.
2. How to understand the site map
- The site map is organised into Areas, Groups, and Sub-Areas.
- Key areas include “My Work” (dashboards, approvals), “Relationship Management” (accounts, contacts), and “Contracts” (contracts, milestones, transactions).
3. How to customise dashboards and views
- Dashboards can be customised for specific users or system-wide use, offering quick insights into key metrics.
- To manage records, use the view filters and Edit Columns to adjust the fields displayed in the list.
- Save customised views for personal use or share them with teams for broader access.
4. How to navigate contract records
- From the Contracts area, you can view contract groups, individual contracts, associated milestones, and transaction records.
- Each contract is accessible through the list view, where you can sort, filter, and customise the displayed columns.
5. How to configure settings and metadata
- In the Settings area, manage contract metadata, such as contract budget types, terms and conditions, and milestone types.
- Configure contract-related fields that will be applied to contracts across the system for consistency.
6. How to set up approvals
- The approvals area allows you to define approval processes for contracts, milestones, and transactions.
- Approvals can be based on criteria like contract value or transaction amount, ensuring compliance and proper authorisation.
7. How to use notifications
- The Notifications tab simplifies the process of setting up alerts for contract-related activities.
- Users can create criteria-based notifications that trigger emails or alerts when certain actions are taken within the system.
Navigating the Klevr Contracts application is intuitive and allows users to get started quickly.
Whether you’re managing contract approvals, configuring notifications, or setting up views, the application provides powerful tools to streamline your workflows.
For further assistance, contact us or request a personalised demo.