Oct 25, 2024 | Klevr Contracts, Solution Guides
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...
Oct 25, 2024 | Klevr Contracts, Solution Guides
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...
Oct 25, 2024 | Klevr Contracts, Solution Guides
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...
Oct 25, 2024 | Klevr Contracts, Solution Guides
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...
Oct 25, 2024 | Klevr Contracts, Solution Guides
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...
Oct 25, 2024 | Klevr Contracts, Solution Guides
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. ...
