Use Case: Creating a non-disclosure contract from an account
This use case provides an example of how a manufacturing company creates a Non-Disclosure Agreement (NDA) from a vendor Account record in Microsoft Dynamics using Conga CLM. Your implementation may vary based on your specific business requirements.
Scenario
Jane Doe, a procurement specialist at Acme Manufacturing Inc., is reviewing a newly created vendor Account record in Microsoft Dynamics 365. Before sharing confidential product specifications with the vendor, she must ensure that a Non-Disclosure Agreement is executed. Using the embedded Conga CLM interface, Jane initiates the NDA directly from Microsoft Dynamics 365.
Objective
Enable Jane Doe to create a Non-Disclosure Agreement directly from a vendor Account record in Microsoft Dynamics using Conga CLM.
Jane Doe, Procurement Specialist at Acme Manufacturing Inc.
Conga CLM
Microsoft Dynamics 365
Prerequisite
Conga CLM is integrated with Microsoft Dynamics.
Trigger
Jane Doe opens a new vendor Account record in Microsoft Dynamics 365.