The Conga CLM-Microsoft Dynamics 365 integration through Workato allows sales teams to create and view contract requests and contracts from accounts and opportunities in Microsoft Dynamics 365 without switching systems. It accelerates contract cycle times by eliminating context-switching between systems. Sales teams can close deals faster with streamlined contract initiation from account and opportunity records, reducing manual data entry errors. The integration also improves user adoption by keeping teams in their primary workflow environment while accessing enterprise CLM capabilities.

Dynamics 365 users can also access the Conga CLM embedded experience in Microsoft Dynamics 365 Sales Hub to work with contracts and related processes without leaving the application.