Create templates for contracts
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
Quickly create consistent contracts prefilled with basic information like the service level and discount, and the time and days when you’ll provide support, by using a contract template in Microsoft Dynamics 365. For example, create a template for gold members, and then use this template to create contracts for every gold customer in your organization.
After a contract template is saved, the template is read-only and cannot be changed.
Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Service Management.
Choose Contract Templates.
To create a new contract template, choose New.
Type information in the fields:
Name: Enter a name. When you create a new contract, this name will appear in the list of available contract templates.
Abbreviation: Enter an abbreviated name. The name will be displayed as the abbreviated contract template name.
Billing Frequency: Select how often the customer should be billed.
Allotment Type: Select the criteria needed to track the cases. You cannot change the allotment type for contract lines in contracts that are created from a contract template.
Calendar: Mark the days and times your organization offers customer support. Green dots indicate when the support is offered.
Contract Service Level: Select the service level that will be allocated to the customer.
Description: Enter a description of the template or any notes about how this template is to be used.
Use Discount as Percentage: If you want the discount to be calculated in a percentage, select Yes.
Choose Save or Save and Close.
Note
If you need to back up your templates, or export them for use in a different implementation of Microsoft Dynamics 365, you can export them as part of exporting customizations. More information: Export your customizations as a solution.