Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Contracts

One way to set up a service management business is to have standard contractual agreements between you and your customers that describe the level of service and the service expectations. You can set up contract templates, which you can then use to create standardized contracts for your business. In addition, you can set up a system to create quotes for services and to turn these quotes into contracts.

After you have set up the template, you can customize the resulting contract to keep track of service hours, or other items that may vary from customer to customer.

Contracts specify general information, which includes information about the serviced customer, the starting date of the contract, the service period, the response time, ...