Generate contracts directly from Dynamics 365 CRM

Make your sales team part of the contract lifecycle.
Integrate with Dock 365 contract management software to initiate the contracts from within the Dynamics platform.
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What do you gain?
CMS-Dynamics CRM integration helps businesses to

Reduce Turnaround Time

Auto-populate customer data to contract management software to improve the quality and speed of contract authoring. 

Enhance Customer Experience

With integration, organizations can accelerate the contract and sales cycle to close deals with little effort and time. 

Intelligent Decisions

Safely store all your legal agreements and sensitive data in a searchable, accessible, centralized platform for actionable insights.

Live-sync Data

Dynamics 365 CRM integration enables live-sync CMS and CRM data so that change in one platform is reflected on another.

Improve Performance

With enhanced collaboration, transparency, and data-sharing, users can boost contract and sales performance. 

Increase Sales

Salespeople can exploit shorter contract turnaround time to spend more time scouting leads and increasing sales.

Mitigate Risks

Through integration, organizations can eliminate manual data entry from the contracting process to reduce risks. 

Real-time Visibility

The integrated system improves transparency and offers a comprehensive overview of the sales and contracting process.

Accurate Contracts

Users can transfer all customer-related and contact data into the Dock platform to generate accurate agreements.

How it Works
Manage contract lifecycle within Dynamics 365 CRM
1

Initiate

Salespeople can start off contract requests from within the Dynamics 365 CRM platform without legal intervention.
2

Create

Leverage customer data from Dynamics CRM and templates from CMS to produce compliant agreements.
3

Approve

Empower the sales team to stay on top of the contract approval workflow to instill efficiency and transparency.   
4

Execute

Get the approved contract straight to the customers through Dynamics CRM to close deals in no time. 
Self-serve sales agreements 

Microsoft Dynamics 365 CRM is a centralized solution to track, manage, and store potential leads. Integrating the platform with Dock combines the capabilities of both systems to simplify contract management. Salespeople can  self-serve contractual agreements from within the Dynamics CRM platform.

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Open up new opportunities in Dynamics CRM

Your sales team will appreciate the insight into the contracting process.

Get the integration to oversee the entire contract lifecycle without having to switch between platforms. Close deals super-fast with intuitive tools offered by Dock 365 integration.

  • Contract templates

  • Automated reminders

  • Customizable workflows

  • Bulk Actions

  • Clause libraries

    Open up new opportunities

Book a Live Demo

See how your business can automate the contract management process
Our success stories
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Matt Waters

COO - AVA Studios

"A number of times in the past I've had to make changes to my programming environment and the Dock folks have always been quick to respond."
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 Ray Fager

VP, Sales Operations - King's Hawaiian

"What I've really been pleasantly surprised with is your level of customer service. You have really great expertise on solving any of the issues we needed to solve."
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Ben Hippeli

Founder - Benchmark Training

"Working with the Dock team was so easy. The team was super flexible, checking points to make sure things are going exactly the way we wanted."
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Manish Kothari

CIO - Jax Federal Credit Union

"It was simple, easy, not too much technology jargon to communicate to some of our non-tech people. The Dock portal is very convenient to work with."