The Microsoft Dynamics 365 integration with Conga CLM for Advantage Platform enables sales teams to efficiently manage the contract life cycle within the Microsoft Dynamics 365 interface. This integration allows sales users and procurement users on Dynamics 365 to create contracts for accounts, viewing account contracts and optionally save the data back to Microsoft Dynamics 365. The users can also check the status of contracts from Microsoft Dynamics 365 at any point in the workflow.

To integrate, Microsoft Dynamics 365 administrators must perform several setups in Microsoft Dynamics 365 and Conga CLM. The customer administrator is responsible for completing the entire setup process with assistance from the Conga support team.

1. Tenant Onboarding

2. Configurations on the Conga Advantage Platform

3. Configurations on Microsoft Dynamics 365