The licensing of proCONTRACTS is based on a Subscription Agreement, which specifies the desired application, the number of active Dynamics 365 users in the respective Microsoft environment, and the associated subscription fee.
The use of proCONTRACTS requires a Microsoft Dynamics 365 Customer Engagement application (e.g., Sales, Marketing, Customer Service, Field Service), in which the installation can be performed. For generating contract documents in online environments, we use Azure Services, which must be provided and licensed separately. For the use of digital signatures, solutions such as DocuSign are employed, which also need to be provided and licensed separately.
A Dynamics 365 environment must include Microsoft Dynamics 365 Customer Engagement applications (e.g., Sales, Marketing, Customer Service, Field Service). For users with limited access, Dynamics 365 Team Members or a Power Apps per App license can be used as an alternative.
CRMFIRST charges the subscription fee for proCONTRACTS in advance for a period of 12 months.
The number of active Dynamics 365 users in an environment is reviewed annually, shortly before the end of the year, to calculate the subscription fee for the following 12 months.
With a proCONTRACTS license, it may be installed in one production environment and up to two non-production environments (e.g., for development and testing).
During the term of proCONTRACTS, the customer has access to the CRMFIRST support portal, through which issues, errors, or other requests can be submitted to CRMFIRST. Reported errors in proCONTRACTS are addressed as quickly as possible at no additional cost to the customer. CRMFIRST also provides new releases via the support portal, which can then be downloaded and installed in the customer environment.
CRMFIRST offers its customers FastStart onboarding services for key users and administrators, including installation, training, and coaching for proCONTRACTS.
Yes, proCONTRACTS is designed to be both configurable and individually customizable. As part of the FastStart onboarding, we introduce key users and administrators to the available options and procedures for customization.
CRMFIRST offers its customers supplementary support services, such as defined response times, reporting through multiple customer coordinators, and more, under a CRMFIRST Support Agreement. Three support levels are available (Silver, Gold, Platinum), each with different service offerings.
The proCONTRACTS Subscription Agreement includes a Fair Use option, which ensures that the customer does not need to uninstall proCONTRACTS and can retain all collected or generated data in their Dynamics 365 environment. However, upon termination of the Subscription Agreement, CRMFIRST no longer provides support for proCONTRACTS and does not make any new releases, updates, or other services available.
Do You Have Any Further Questions About proCONTRACTS? Then contact us at info@crmfirst.de
