Mon, 22 Oct 2018 13:00:00 GMTTue, 23 Oct 2018 20:30:00 GMT

Course Description

In most of the public sector, there is no quote/sales process that leads to a contract. This 2-day course reviews Dynamics CRM implementations and configuration options as solutions to Contract Lifecycle Management (CLM) for organizations focused on procurement, contracts management and project based contracts management.

This 2-day course takes a business first approach to implementing Contract Lifecycle Management (CLM) in Dynamics CRM, starting with planning and decision making tools to determine the best tool for how your organization operates today and for the future. Three different best of breed CLM tools are analyzed for varied levels of requirements and hands on exercises to implement these key features are completed in the class.


This course is intended for Procurement Specialists, Sales Managers, Contract Specialists,Project Managers, Implementation Specialists, Solution and Application Architects, Project Sponsors, Business Analysts and anyone contributing to dealing with Contracts in their organization.


2 Days


$1195.00 CAD


  • Knowledge of the Dynamics 365 offerings
  • Knowledge of Basic Dynamics xRM/CRM functionality
  • Knowledge of CLM



Module 1 - Introduction

  • Terminology
  • Industry Research
  • Common Approaches and existing Success Stories in CLM


Module 2 - Planning and Strategy

  • Configuration vs. Customization
  • IContracts
  • The PSA Model
  • Décision Making


Module 3 - Classic Contacting Models

  • T&C modelling
  • Process Modelling
  • Performance and Compliance Modelling
  • Triple Constraint Repository


Module 4 - Quick wins in Dynamics for CLM

  • Meta Data
  • Automation
  • Risk and Compliance Monitoring


Module 5 - Robust Competitive and Assessment Management Processes in a Dynamics

  • iContract
  • eServices
  • ADX/Dynamics Portals


Module 6 - Complex Project Portfolio Contracting

  • PSA
  • Project Management
  • Resourcing


Module 7 - Scalable Analytics and Predictive/Trend Analysis for CLM

  • Power BI for CLM
  • Implementing a Risk Model
  • Implementing a Performance Model
  • Integrating with a Financial Model


Module 8 - Cloud and IoT Features to Improve your CLM

  • Flow
  • Common Data
  • Cross Technology Notifications
  • Compliance and Reconciliation