107 Keith Goedde Chief Product Officer, Velosio Geoff Webb Vice President, Product and Portfolio Marketing, Conga The biggest barrier to contract lifecycle management (CLM) and configure, price, quote (CPQ) employee adoption isn’t technology, but rather context switching. When sales and procurement teams are forced to leave Dynamics 365 to manage contracts or action approvals, they don’t. Conga eliminates that friction. Our CLM connector embeds directly within Dynamics 365 Account and Opportunity records, so teams can create, track and manage contracts without leaving their customer relationship management system. Contract data syncs bidirectionally in real time, keeping Dynamics records accurate automatically. We’ve extended this philosophy to approvals too: our Microsoft Teams connector brings both CLM and CPQ approval workflows into Teams, surfacing contract alerts, quoting approvals and obligation reminders where people are already working. The result is faster contracting, higher adoption, and compliance workflows that get followed rather than worked around. We asked Microsoft partners Velosio and Conga how they’re using Microsoft Dynamics 365 to build solutions that transform the way organisations operate Partner perspectives Frictionless contract management Accurate, trusted data across all systems is the foundation for unlocking AI transformation. That’s why, when we move a client to Dynamics 365, we work hard with them to understand the data they have and bring it all together before unleashing the technology on top of it. One example is a membership organisation with more than 50,000 members, which was spending a lot of time and effort managing scalability and maintenance issues with its on-premises CRM system. To solve the problem, we moved the company to Dynamics 365 Customer Engagement in the cloud. All the demands of maintaining that on-premises environment went away, allowing the firm to focus more attention on what matters – supporting its members. Building the data foundation for AI
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