Streamlining Contract Management and Budget Governance in Dynamics 365

 EVENT OVERVIEW

Unify fragmented contract data and link agreements directly to purchasing.

Are your procurement and finance teams struggling with effective contract management and disconnected processes?

If you face challenges with manual supplier onboarding, fragmented contract management, and limited visibility into budget compliance, you’re not alone. These issues increase risk, eat up valuable time, and make strategic spending decisions difficult.

This 60 minute online webinar will show you how Klevr’s integrated solutions are purpose built to address these pain points through a unified workflow within the Microsoft Dynamics 365 environment.

Join us for a practical demonstration of an end-to-end process, highlighting how seamlessly connecting your supplier, contract, and budget functions reduces risk, improves compliance, and frees up your team’s time for more strategic work.

KEY TAKEAWAYS

• See how Klevr Portals enable suppliers to self-manage profiles and compliance documents, reducing manual effort.
• Discover how Klevr Contracts centralises contract creation, storage, and tracking directly within Dynamics 365 CRM, linking agreements to purchasing workflows.
• Learn how Klevr Budget Control enforces immediate spend validation against budgets in Business Central, ensuring compliance before a purchase is committed.
• Watch a demonstration covering the entire process, from new supplier onboarding to contract creation and validating a purchase order.
• Understand how a unified system lowers audit risk and strengthens adherence to financial and contractual policies.

WHY ATTEND

• Your team spends too much time on manual supplier onboarding and compliance checks.
• You lack a single, reliable source for contract details and their link to actual purchasing.
• You struggle with budget overruns because validation happens too late in the process.
• You need a clearer picture of your spending and compliance across your entire organisation.
• You want to leverage your existing Dynamics 365 and Business Central investment to create genuinely integrated procure-to-pay processes.