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Simon Phillips Blog

  • 26 May

    Activating and Invoicing Contracts in Dynamics CRM 2011


    In Dynamics CRM 2011, you can only invoice contacts that are in a draft state. After that draft contract has been activated and invoiced it becomes read only and you can no longer edit it.  You would only activate and invoice a contract after the customer has confirmed/agreed to the terms of the contract. Using our previous example of the washing machine repair contract you would only invoice the contract once that customer has agreed to it/signed the written contract.

    Activating and Invoicing Contracts in CRM 

    NOTE: When you invoice a contract no actual invoice is created.

    So continuing on with the example of the ...

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  • 25 May

    Renewing Contracts in Microsoft Dynamics CRM 2011


    When the end date of a contract passes, the contract expires. You can renew the contract to make it active again and allow cases to be logged against it. When you renew a contract, a draft copy of the contract is created with the same ID number as the original, expired contract. You can edit the draft contract, including adding or modifying contract lines. Additionally, you have the option to include contract lines that were cancelled from the original contract. You can then invoice and activate the renewed contract so that new cases can be logged against it.

     Renewing Contracts in Microsoft Dynamics CRM 2011

    A ...

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  • 22 May

    Creating a contract in Microsoft Dynamics CRM 2011 part 2


    In my previous blog I went over Creating a Contract from an Existing Contract by clicking the Copy Contract button. The other way that you can create a contract is by using the Contract Templates that we made in one of my previous blogs.

    For an example I will be creating a contract for a customer who has just purchased a product and is after a repair contract.

    Creating a contract based on a contract template

    1. In the navigation pane, click Service, and then click Contracts.
    2. On the Ribbon, click New.
    3. In the ...

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