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QuoteWerks Microsoft Dynamics CRM Contract utility

For use with: QuoteWerks v4.0 build 17 to v5.2 build 8.18

About the User: This project was commissioned by a client who sells cloud-based application subscriptions and services. When processing Orders received from their customers they create Microsoft Dynamics CRM Contracts to manage the on-going communications.

Project Brief: the client (who also uses our ConnectIt-Sage50 QuoteWerks to Sage 50 Accounts integration) wanted an easy way to create a Contract in Microsoft Dynamics CRM from the QuoteWerks Document. Based on their experience with ConnectIt-Sage50 and the very simple ‘click and go’ approach, they requested a similar minimal fuss interface for this integration.

The screenshot below illustrates the very simple Tools menu | ‘Create Contract in CRM’ option with the brief progress bar to indicate that the utility is running:

QuoteWerks MSCRM Contract utility

Features:

  • Creating the Contract Header and Detail in Microsoft Dynamics CRM from the Header and Line Items in QuoteWerks.
  • Validation check to ensure that a Contract for the particular QuoteWerks Document has not already been created in MSCRM, that the Customer / Billing Customer exist and are Active, and that the Products on the QuoteWerks Document exist in MSCRM.
  • Configuration options to tailor which fields in QuoteWerks are mapped to which fields in MSCRM (including MSCRM custom fields and use of macros).

Benefits:

  • Considerable time-saving as compared to manually creating the Contract ( particularly for Documents with a large number of Line Items).
  • Reduced likelihood of human error duplicating Contracts for Documents.
  • The utility runs seamlessly from the QuoteWerks Tools menu so the User experience is that they are using a QuoteWerks native feature.
  • Once configured, very easy to train Users on the additional feature.

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