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Dynamics 365 & SharePoint-based Contract Management

Thanks to our productivity platform, the "Contract Management" business solution can be implemented across various Dynamics platforms, such as Dynamics 365 Customer Engagement, Dynamics 365 Business Central, or Dynamics 365 Finance & Operations.

Standardized storage of contract documents in SharePoint

Access to contract documents in SharePoint with consideration of permissions in Dynamics 365
Synchronization of contract attributes in Dynamics 365 to the documents in SharePoint

Identification of expiring contracts

Writing back the changes: Bi-directional integration between Dynamics 365 and SharePoint

Lifecycle management for contract documents

Your benefits with our contract management for Dynamics 365

Our solution fills the gap in Dynamics 365, as the standard module does not offer dedicated contract management.

Simple integration of Dynamics 365 and SharePoint

We enable effortless integration, whereby team member licenses are sufficient to use the required functions. Our user-friendly interface promotes user adoption and allows for a quick start.

Integration into CRM processes

The integration of contract management into your CRM processes simplifies the sales process and improves the findability of contracts. SharePoint integration for legally compliant document storage. Contract lifecycle management and uniform naming conventions are included.

Approval processes and permission control

We offer multi-level approval processes and granular permission control. “Contract Management for Dynamics 365” revolutionizes your contract management and expands the capabilities of your CRM system for business success.

Our productivity platform improves your contract management

The Valprovia Productivity Platform serves as a solid foundation on which contract management solutions in Dynamics 365 can be implemented more easily and efficiently. This platform provides the necessary tools and integration to seamlessly and effectively embed contract management into your existing Microsoft work environment.

Teams Center for Contract Management

Teams Center

The Teams Center manages the entire lifecycle of your contracts and contract documents. Your end users have the option to open and use the contract files directly via the Teams Center. In addition, access to contract documents is centrally controlled and managed through the Teams Center.
Dynamics Integrator for Contract Management

Dynamics Integrator

The Dynamics Integrator allows the creation of contract filings in SharePoint or Microsoft Teams. In this process, the permissions and metadata of your contract data are automatically and uncomplicatedly synchronized to the SharePoint files.
AI Knowledge Base Connector for Contract Management

AI Knowledge Base Connector

With the AI Knowledgebase Connector, reusable contract documents can be efficiently integrated into the contract knowledge database along with guided processes. This specialized knowledge database is particularly used to train and optimize AI solutions by providing a central source of contract-related information and resources.

Our contract management expertise

At Valprovia, we offer our customers support in implementing contract management solutions based on Dynamics 365 and SharePoint. With our technological expertise and productivity platform, we are capable of developing and implementing customized contract management solutions for you.

microsoft 365

Microsoft 365

We assist you with the design and implementation of an information architecture for your contract management solution. Thanks to our expertise in search technology, we can develop powerful search portals. These will enable your end users to quickly and effortlessly locate contract documents.
dynamics 365

Dynamics 365

We work with you to configure the Dynamics 365 entities in a way that represents an optimal contract management solution. In doing so, we will introduce and jointly apply best practices and proven methods for integrating Dynamics 365 and SharePoint.
OpenAI White


We optimize your contract management using OpenAI technologies like Generative AI. Instead of a search-based access approach to contract documents, we enable end users to access them through private ChatGPT-based solutions that act as personal assistants.

Supporting contract management processes through the use of Artificial Intelligence

With our Productivity Platform and comprehensive consulting services, we are developing a specialized knowledge database for contract management. This serves as a foundation to effectively train your AI solutions. We assist you in establishing a seamless connection between knowledge management and AI solutions, making the implementation of your AI applications faster, more efficient, and more secure.
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GenAI-based contract management scenarios

With artificial intelligence solutions based on GenAI, you can automate and support the following activities in contract management.
Contract review
Proofreading of contracts
Generation of contract documents based on previously concluded contracts
Translation: Anonymization of contract documents
Translation of contract documents
Access to contract knowledge through an AI assistant

Contact us

Our Business Solutions and Productivity Platform will assist you in overcoming your contract management challenges.

Dynamics 365 Contract Management Consultancy
Initial Meeting

We gather your requirements during the initial conversation.

Dynamics 365 Contract Management Solution
Solution presentation

Based on your requirements, we will show you the solution paths.

Dynamics 365 Contract Management Offering

We create a customized plan to achieve your goal.

Book a Meeting

Frequently Asked Questions (FAQ)


The Dynamics 365 Contract Management is a customized consulting service offered in conjunction with the Valprovia Productivity Platform. We will implement a tailored solution for you within the framework of Dynamics 365-based contract management, utilizing our products such as the Dynamics Integrator, Teams Center, and the AI Knowledge Base Connector.

Contract management, based on Dynamics, is compatible with Dynamics 365 Customer Engagement, Dynamics 365 Business Central, and Dynamics 365 Finance & Operations. Thanks to the flexible architecture of the Valprovia Productivity Platform, contract management can also be extended to other systems. This includes storing contract documents in SharePoint, with the platform additionally suitable for integration with systems such as SAP or Salesforce.

As part of contract management, permissions for individual records are transferred from Dynamics 365 to SharePoint. This ensures that contract documents can only be viewed by individuals who have the corresponding permissions to view these contracts in Dynamics 365.
The contract management solution configures Dynamics 365 in conjunction with Valprovia products to automatically tag documents with metadata.
The duration of implementation depends on the specific project situation. Based on our experience, the implementation time varies between one and three months.
Yes, we can successfully migrate the contract data from your old system to the new contract management solution.

Download: Success Guide for Dynamics 365 und SharePoint Integration

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Get ahead in the digital transformation journey with our exclusive Whitepaper and learn how to seamlessly blend the power of Dynamics 365 with SharePoint's robust document management capabilities.

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